LEAD MANAGEMENT SOFTWARE

Fill the Funnel

Generate and convert higher volume and quality leads with custom tracking, scoring, scraping and warming tools to fill your funnel and pipelines. Filling the funnel has never been easier with integrated lead management software.

customer details in depth

Customer Details in Depth

Decisions made easy with lead management software that gives you greater visibility into every lead.

dial decision makers

Dial Decision Makers

Grow your contact list and ensure you get the right person on the phone with FiveCRM’s integrated LinkedIn contact scraper.

lead scoring
lead scoring

Score your leads, based on metrics that matter to you

Further enhance your lead management software through customized lead scoring, enabling you to prioritize leads based on your business preferences.

lead generation

Real leads, in real time

Strike while the lead is hot, with live updated tasks based on a lead's engagement with your marketing campaigns. Powered by CRM lead management software.

real leads, in real time

lead generation

Automate and eliminate repetitive tasks

streamlined workflows

Streamlined Workflows

FiveCRM streamlines lead gen with automated workflows. Dial the next customer automatically upon entering wrap-up details of your current call without leaving the screen. The result? More time spent on potential customers and greater sales opportunities.

KPI tracking

KPI Tracking

Combining this new found efficiency with lead generation reports, gives you specific performance and KPI insights on the individual, team, and stakeholder levels. With the business intelligence you need you to focus on the tasks that matter and generate you revenue.

lead generation

Customizable data fields

meet your needs

Customized Control

Make your CRM work for you. With complete control over customization including data fields, panels and tabs you can create workflows, reports and dashboards specific to your business needs.

powered analytics

Simple Segmentation

Utilizing the custom data fields you are able to segment your customers, leads and reports based on your preferences. Segment by country, industry, business size or anything else relevant to your marketing and sales strategy.

oversights and accessibility

Targeting Insights

With complete control over the customizations you want, your teams are powered to create effective and targeted messaging, access specific insights and analytics and target the specific needs of your business and customer value.

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
details

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.