CONSULTING CRM SOFTWARE

Seamless Client Communication for Consultants

‘Consultants deserve a CRM solution that lets them personalize every interaction with potential and existing clients. As the only CRM specifically designed for lead generation and telemarketing, FiveCRM powers your consulting efforts, helping you reach the right people at the right time.’

Jaine Husbands

Jaine Husbands

Operations Director

Team Telemarketing

play icon

Find out why these companies choose FiveCRM:

business wire trb demob job vitality viva oparatix
consulting crm software

Centralized Engagement

  • With FiveCRM you can engage multiple prospects and industries from one centralized tool, removing the need for several disparate systems. With in-built call guides, call scripts, and appointment-setting features, you have all the tools to facilitate effective outreach on a single CRM for consultants.
  • Coordinate and optimize outreach telecommunications campaigns for your consultancy with an easy-to-use interface, saving time switching between contacts in-between calls with click to dial functionality and automated workflows.
centralized engagement
consulting CRM software
CONSULTING CRM SOFTWARE

Say Goodbye to those Tedious Tasks

  • Time is money when generating leads for your consulting business. FiveCRM saves you both through automated workflows based off of the custom call wrap-up categories you create.
  • Automatically send a follow-up email, schedule an appointment and switch to the next contact within seconds all from one consolidated location.
  • Devote your energy to engaging with prospects and moving them through your lead generation funnels rather than call preparation. With access to contact history, customer information and social media data each call is a breeze, focusing on lead generation rather than administration.
Consulting CRM Software

Insightful Analytics

  • No longer do you have to spend time and money moving sensitive data to a third-party business intelligence tool. With all-inclusive analytics and reporting tools, FiveCRM provides extraordinary insights into your business and customer metrics.
  • Pinpoint your top performing campaigns with metrics that matter. Inform your decision making through analyzing open rates and engagement levels of each email and campaign as well as insights into sales efficiency, customer engagement, website tracking and much, much more.
insightful analytics
consulting compliance
CONSULTING CRM SOFTWARE

Consulting Compliance

  • FiveCRM is a GDPR-compliant CRM, helping you stay on the right side of the law when prospecting leads in the European Union and United Kingdom. Avoid expensive penalties for non-compliance and safeguard your most prized asset: customer data.
  • Offering an incredible range of security features that prevent your data from falling into the wrong hands, FiveCRM also offers features to create compliance checklists ensuring world-wide privacy legislation compliance and the safeguarding of data.

Featured Story

Jaine Husbands

Jaine Husbands

Operations Director

Team Telemarketing

play icon

INDUSTRY

Saas

LOCATION

San Diego, CA

COMPANY SIZE

20

Testimonials

Pursuit Marketing

“Staff are always available, friendly and helpful. And the solution meets all my business needs.”

Host Europe Group

“I’m really impressed with how flexible and customisable the CRM is within one simple application.”

TRUSTED BY

business wire trb demob job vitality viva oparatix
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.