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.
Up to 999 completely customizable workspaces to match your specific workflows.
Dashboard key customer and business metrics for immediate insights to power your decision making process and workflows.
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.
Spend more time on what matters. With FiveCRM, data management is made easy through customization specific to your business needs.
Clean Your Data.
With automated duplicate removal, filtration and segmentation functions, data management is a breeze with FiveCRM.
Your Data Fields.
Customize data fields to match display requirements or search queries relevant to your workflows and processes.
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.