Automate reports, insights and analytics on the metrics that matter most to your business needs.
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.
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.
Don't waste time sorting through endless data. With FiveCRM you can customize reports and analytics to your preferences.
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
Performance analysis is made easy with management dashboards, work spaces or even gamification to view and monitor employee activities and outputs.
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.
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.