Decision making made easy

Automate reports, insights and analytics on the metrics that matter most to your business needs.


Immediate Insights

  • The flexibility of FiveCRM enables the exporting of unlimited reports, completely customizable and specific to your business outcomes and needs.
  • Enable informed decision making with key metrics, sales efficiency analysis, customer engagement insights, website tracking and much, much more.
custom reports
CRM analytics
crm analytics

Customer segmentation analysis

Utilize custom data fields to segment your customers based on your business preferences. Segment by country, industry, business size or anything else relevant to your marketing and sales strategy. Utilizing segmentation you are able to create effective and targeted messaging within your email and telemarketing campaigns specific to the value of your audience.

CRM analytics

Profitability analysis

Through custom reporting and analytics, gain deep insights into the key metrics that drive your business. Analyze the performance of individuals, teams or the overall company through reports surrounding Monthly Recurring Revenue (MRR), Annual Recurring Revenue (ARR), Gross Profit, Net Profit, Return on Equity (ROE), churn rate and more.

CRM analytics


Metrics that matter

Don't waste time sorting through endless data. With FiveCRM you can customize reports and analytics to your preferences.

prioritize performance

Prioritize Performance

Pinpoint your top performing campaigns with metrics that matter. Analyze open rate, click-through rate and engagement levels of each email and campaign you send.

no more mundane management

No more mundane management

Performance analysis is made easy with management dashboards, work spaces or even gamification to view and monitor employee activities and outputs.

more features

Our all-inclusive packages mean more features, same standard price

  • Use AI to set the best call back time
  • Automatically present call backs at the right time
  • Find contacts via the internal LinkedIn tool
  • Tweet contacts directly from within FIVE
  • Real time live coaching on calls
  • Track deals with opportunity management
  • Can be used with a predictive dialer
  • Use automatic workflow cadence
  • Use predefined call scripts, call guides and email merge templates
  • Full built-in advanced email campaigns
  • Get documents signed from FIVE using Docusign or Adobe SIgn
  • Schedule automatic reports to keep on top of events
  • Use automatic dialing to eliminate wasted time

Frequently Asked Questions

Five CRM's Email Marketing Software provides users with comprehensive analytics and reporting features that enable them to measure the effectiveness of their email campaigns. These features include detailed metrics such as open rate, click-through rate (CTR), forwarding rate, unsubscribe rate and more. It also allows customers to track engagement insights such as user activity and conversion rates. Furthermore, it provides comparative reporting so users can compare different campaigns and better pinpoint which ones are the most effective.

Five CRM's analytics and reporting features are designed to help users optimize their sales and marketing campaigns. By providing detailed metrics, such as open rates, click-through rates (CTRs), forwarding rates, and unsubscribe rates, users can measure the effectiveness of their campaigns. Additionally, it allows customers to track user activity and conversion rates, which can be used to better identify areas for improvement. Furthermore, its comparative reporting feature gives users the ability to compare different campaigns against each other so they can make more informed decisions about their marketing strategies.

Five CRM's analytics and reporting tools are unique because they provide users with comprehensive insights that can be used to better optimize their sales and marketing campaigns. These features include detailed metrics such as open rate, click-through rate (CTR), forwarding rate, unsubscribe rate and more. Additionally, customers can track engagement insights such as user activity and conversion rates. Furthermore, it offers comparative reporting which gives users the ability to compare different campaigns against each other in order to make more informed decisions on their marketing strategies.

FiveCRM is a comprehensive customer relationship management (CRM) platform, which provides users with powerful analytics and reporting features to help manage their data. These features include tracking user activities, sales performance analytics, and comparative reporting. Additionally, it offers user-friendly dashboards that allow customers to easily analyze their data and make informed decisions on their marketing strategies. Therefore, while FiveCRM is primarily used for managing customer data, its powerful analytics tools can be also used to improve sales and marketing efforts.

At FiveCRM, we understand how important data management and analytics are for effective customer relationship management. That's why we offer comprehensive reporting tools that allow you to generate powerful insights about your customer base. Our customizable reports give you the ability to analyze customer behavior and trends, allowing you to make data-driven decisions about how to best serve your customers. And with our easy-to-use sharing features, you can quickly share your insights with colleagues and key stakeholders so that everyone is always on the same page.

Absolutely! At FiveCRM, we understand the importance of staying organized and on top of the latest customer data. That's why we offer automated reporting tools that allow you to schedule reports and have them sent to your colleagues at predetermined intervals. With just a few clicks, you can ensure that everyone always has access to the freshest insights about customers and their behavior.

At FiveCRM, we offer a wide range of customizable report types to ensure you get the insights you need. Our reports include purchase history and customer segmentation, as well as trend reports and activity analytics. We also have many more advanced reporting options such as heat maps, funnel analysis, and cohort analysis. With these powerful tools at your fingertips, you'll be able to make informed decisions about how best to serve your customers.

Setting up automated reports with FiveCRM is incredibly easy! All you have to do is select the type of report you want, choose the frequency you'd like it to run, and choose which team members should receive it. We make sure that this process is hassle-free and can be completed in just a few clicks. With our automated reporting tools, you’ll have access to the data you need without any extra effort.

FiveCRM's analytics and reporting capabilities are incredibly powerful, but there may be certain limitations to consider. As with any software, FiveCRM is still subject to data privacy regulations such as GDPR. Additionally, some of the advanced reporting options may require technical knowledge to set up correctly. Nonetheless, projects as complex as segmenting customers into profitable groups can be completed easily with the right guidance.

FiveCRM offers a range of integrations with other key platforms, such as email marketing tools, payment processing systems, and popular CRMs. With these integrations, you can quickly and easily transfer data between programs, allowing you to streamline your workflow and increase productivity. Additionally, FiveCRM integrates with most of the major social media platforms, allowing you to better manage your social presence and engage directly with customers.

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