Custom CRM Software

Completely Customizable Workspaces

With FiveCRM you have complete control over how your CRM platform will work for your business. Customize dashboards, reports, and work-flows across 999 databases - all of which can be customized in a different way.

meet your needs

Meet Your Needs.

Up to 999 completely customizable workspaces to match your specific workflows.

powered analytics

Powered Analytics.

Dashboard key customer and business metrics for immediate insights to power your decision making process and workflows.

oversights and accessibility

Oversights and Accessibility.

Setup silo databases or utilize a collaborative approach for your customer or team needs, whilst retaining complete oversight with management views and accessibility.

custom crm software

Management tools at your fingertips

  • Use automated appointment setting and call-back management to eliminate rot in your sales pipeline.
  • Create custom dashboards to display key metrics and information in downloadable and displayable formats.
  • Enhanced reports provide performance and KPI metrics on the individual, team, and stakeholder levels.
management tools

CRM Software

Data Management made easy

Spend more time on what matters. With FiveCRM, data management is made easy through customization specific to your business needs.

clean your data

Clean Your Data.

With automated duplicate removal, filtration and segmentation functions, data management is a breeze with FiveCRM.

your data fields

Your Data Fields.

Customize data fields to match display requirements or search queries relevant to your workflows and processes.

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

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.