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

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.