Customized Responses

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.

personal touch

Personal Touch

Personalize your messages with targeted response scripts to build strong relationships with your customers.

Response Based Workflows

Response Based Workflows

Configure your responses based on programmable sequences to automate interactions within your workflow

interface management
management insights

Interface Management

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.

app automation

Account Specific Automations

Create and customize specific run programs to compliment your daily operations that are triggered when you log in or logout

account specific automations
programmable dialing
dial functionality

Programmable Dialing

Customize dialing prompts and functionality when switching between accounts to mitigate lag time and maximize customer engagement.


Customizable Panels

Build fully functional panels that are best suited to how you store, organize, and manipulate data.

customizable panels
open CRM API
api features


Choose between having us setup customized features or use our open API feature to create the best functionality to fit your most critical needs.

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

FiveCRM's native application-building feature makes it easy to create applications on the platform. This powerful feature allows users to design custom mobile and web applications within FiveCRM, eliminating the need to use third-party development tools or platforms. It also enables users to quickly deploy applications without any coding knowledge, as well as quickly update existing applications with minimal effort. This feature allows businesses to easily expand their software solutions and build powerful customer experiences.

Setting up an API user for FiveCRM can help businesses take full advantage of the platform's powerful features. An API user allows organizations to securely exchange data with other services, such as payment gateways or customer relationship management (CRM) software, without needing to log in manually. Additionally, setting up an API user simplifies the process of integrating existing services into FiveCRM. This provides businesses with the flexibility to easily change their underlying architecture without having to go through a complicated installation process.

FiveCRM's software is highly customizable so that businesses can tailor it to their specific needs. Users are able to customize everything from the user interface to the data model, even down to individual fields and records. This level of customization also allows for integrations with third-party services and data sources. Additionally, it provides an extensive range of options for customizing workflows, reports, and dashboards. All of these features provide businesses with the ability to create powerful yet fully customized software solutions.

FiveCRM is the most customizable CRM available for businesses looking for a tailored, comprehensive customer relationship management platform. FiveCRM provides users with an array of features, including contact forms, lead scoring, workflow automation, analytics, reporting, and more. Additionally, FiveCRM's developers have created custom applications that are designed to work seamlessly with existing FiveCRM features and third-party integrations. With its wide range of customization options and extensive user community offering advice and support when needed, FiveCRM provides the ultimate personalized CRM experience.

FiveCRM's interface is incredibly intuitive and user-friendly, making it easy to navigate and use. The user interface has been designed with an emphasis on simplicity and clarity, allowing users to quickly find the information they need without feeling overwhelmed. Additionally, the software utilizes dynamic menus which allow for quick access to commonly used features. All of these features make FiveCRM's interface highly intuitive and accessible for both novice and experienced users.

More questions? Additional resources can be found on our: Support Portal, LinkedIn Profile, and Youtube Channel.