integration
Streamline your operations and get the most out of both FiveCRM and Xero with our seamless integration. Data entry is a thing of the past - enjoy the benefits of automated data syncing to save time and energy that can be put towards more important tasks. Get on board with FiveCRM and Xero today for improved customer management and efficient operations.
Use this integration today
Xero is an accounting software that helps small businesses streamline their processes and automate accounting tasks. Its easy-to-use interface simplifies day-to-day bookkeeping and can even be used to track expenses and generate financial statements. With Xero, small businesses can save time on accounting by automating tasks, reducing paperwork, and staying compliant with payroll requirements.
Customer Relationship Management
Telephony Solutions
Accounting and Invoicing
Proposals and Contracts
Proposals and Contracts
Telephony Solutions
Telephony Solutions
Email Marketing
Email Marketing
Email Marketing
Automation
Telephony Solutions
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:
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.