integrations

Unlock a World of Possibilities with FiveCRM Integrations!

With technology advancing more and more, it’s important to us that we continue to offer the best service possible. Our integrations aim to give our customers a fully inclusive platform that helps increase productivity and conquer business goals.

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Manage your sales more efficiently with these CRM integrations:

Salesforce

Customer Relationship Management

Use cloud-based software designed to help businesses find more prospects and close more deals.

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RingCentral

Telephony Solutions

A leading provider of global enterprise cloud communications, video meetings, collaboration, and contact center solutions.

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Xero

Accounting and Invoicing

Connects your business to your bank, accountant, bookkeeper, and other business apps.

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DocuSign

Proposals and Contracts

Offering everything you need to automate and connect your entire agreement process.

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Adobe Sign

Proposals and Contracts

Microsoft's preferred e-signature solution and the only e-sign tool that also includes the power of Adobe Acrobat in one package.

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CloudCall

Telephony Solutions

Make more insightful decisions, stay in control of teams working from anywhere, and get more done, faster.

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ConnexOne

Telephony Solutions

Omnichannel Customer Engagement made simple.

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Sendgrid

Email Marketing

Deliver your transactional and marketing emails through the world's largest cloud-based email delivery platform. Send with confidence.

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Mailchimp

Email Marketing

Gain world-class technology and support to help your business launch, build, and grow to meet your one-of-a-kind vision.

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MS Outlook

Email Marketing

Access your email, files and calendar all within one place, helping you stay productive with whatever hits your inbox.

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Google Workspace

Email Marketing

Get access to business versions of Google Meet, Chat, Drive, Docs, Sheets, and more.

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Zapier

Automation

Automation that moves you forward. Zapier connects all the apps you use for work so you can focus on what’s next.

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TPS Online

Telephony Solutions

UK’s only official ‘Do Not Call’ register for landlines and Mobile numbers allowing businesses to opt out of unsolicited live sales and marketing calls.

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Frequently Asked Questions

Firefox, Internet Explorer and Google Chrome are all compatible with FiveCRM.

To read recommended settings for each, please visit our help centre and navigate to troubleshooting and recommended browser settings.

Deleting Internet Cookies will resolve a number of common glitches in your system.

Emptying the Internet Cache removes all stored copies of Web Pages, Scripts, Images etc on your local PC. This can be especially useful after an update has been applied to the system.

The method for deleting Cookies and Cache is specific to different Browsers. For detailed steps for your browser, visit our help centre and navigate to troubleshooting and deleting browser settings.

FiveCRM works with any operating system capable of running a supported Browser.

This includes:

  • - Windows XP/Vista/7/8/10 and future Windows releases
  • - Mac OS X and Linux.

You can contact FiveCRM customer support in a number of ways.

You can increase the amount of licenses you hold with FiveCRM at any time. The method of achieving this is dependent on your payment method.

If you pay manually, i.e. by credit card each month, then you can add licenses by navigating the Menu option About and selecting Manage Subscription/Users. The system gives an option to add Users to the current month or add months.

If you pay by any other method you can increase your licenses by contacting Customer Support.

Additional customer training can be conducted on an individual or group basis.

To schedule a training session, contact your account manager or customer success representative.

More questions? Additional resources can be found on our: Support Portal, LinkedIn Profile, and Youtube Channel.