CRM ANALYTICS

Decision making made easy

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

CUSTOM REPORTS

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

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
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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.