Insurance and Finance

Streamlined Data Management for Finance and Insurance Experts

‘Insurance and finance experts require a CRM that manages high-volume databases and contact lists. With FiveCRM, managing these tasks is made easy with up to 999 customizable databases, telemarketing tools, in depth analytics and in-built security and privacy measures to protect customer and client information.’

Jaine Husbands

Jaine Husbands

Operations Director

Team Telemarketing

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Find out why these companies choose FiveCRM:

business wire trb demob job vitality viva oparatix
efficient automation

Automate the Tedious Tasks

    Are you finding that an initial phone call is part of your longer outreach campaign? FiveCRM streamlines the follow-up process by providing agents with the tools they need to automatically set call-backs, alerts and notifications in order to nurture leads and move them through the sales funnels.

    By improving follow-ups in your finance or insurance lead management system, you can develop strong and long-lasting relationships with leads, customers, and clients. Customizable data fields that display relevant information about contacts help connect agents with the right decision makers at the right time.
automate the tedious tasks
real-time data for decision makers
analytical insights

Real-time Data for Decision Makers

  • Stop wasting time and money with third-party analysis tools. FiveCRM’s all-inclusive analytics tools mean agents and supervisors have immediate access to business insights and decision making tools.
  • Actionable insights about your insurance and finance calling campaigns allow you to focus your time and efforts on areas for improvement and business growth.
fill the funnel

More Contacts, More Customers

  • FiveCRM optimizes your phone and email campaigns, letting you generate leads from one centralized tool. Customizable call scripts, guides, checklists and customer dashboards ensure success for sales reps of any level of experience.
  • Allow agents to focus on lead generation rather than manual call prep with FiveCRM's automatic call wrap-up tools. Add notes, follow-up tasks and appointments prior to the system automatically dialing the next lead on your contact list, saving agents time and hassle.
more contacts, more customers
prioritize privacy
prioritize privacy

Prioritize Privacy

  • Insurance and finance companies can no longer ignore data governance legislation. FiveCRM enables GDPR and other world-wide privacy legislation compliance, safeguarding customer and client data.

Featured Story

Deepu Philip

Jaine Husbands

Operations Director

Team Telemarketing

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San Diego, CA




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.”


business wire trb demob job vitality viva oparatix

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.