Utilizing our native application building software you are able to completely customize user experiences. Customize workflows, data fields, sales processes, sales pipelines and interfaces with functionality to meet user needs. Have completely different dashboards and processes across up to 999 databases.
Personalize your messages with targeted response scripts to build strong relationships with your customers.
Response Based Workflows
Configure your responses based on programmable sequences to automate interactions within your workflow
Unique time monitoring features highlight time consumption based on specific interface dashboards. See which dashboards teammates are spending the most time in and highlight areas that lack attention.
Create and customize specific run programs to compliment your daily operations that are triggered when you log in or logout
Customize dialing prompts and functionality when switching between accounts to mitigate lag time and maximize customer engagement.
Build fully functional panels that are best suited to how you store, organize, and manipulate data.
Choose between having us setup customized features or use our open API feature to create the best functionality to fit your most critical needs.
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: visit support portal, LinkedIn Profile, and Youtube Channel.