Comparison of FIVECRM and Hubspot CRM
When deciding on a system to use the first thing to consider is what you need a system for. The table below lists a number of key business functions together with how FIVE and Hubspot CRM handle them. Note the call center functionality is listed first. You just need to decide which functions you need to decide which system to choose.
What was it designed for?
Expected number of calls per agent per day
Increased calls = increased success rate
Telephone integration (CTI)
Dial directly from the CRM
Call lists
Used in call centers to define which records each agent will call
Call next record
Ease of moving to the next record to call
Call-back management
Action call-backs at the right time
Call logging and result workflow
Procedural automation
Call scripts and Call Guides
Assisting agents
Appointment booking
Ability to manage an appointment calendar
Email campaigns
Email marketing capability
Number of databases
eg for outsource companies, company departments, data management
Data management
Manipulate data in bulk
Data privacy management
GDPR and privacy control
Gamification
Induce competitiveness in the sales team
Data backups and restore
Ability to restore data to a previous backup
User screen design
Website tracking
Lead management
Opportunity management
Reporting
Dashboards
API's
Custom apps
Two factor authentication
Single Signon
Sales orders
Cases
Appointment booking
Support
High volume outbound calling and associated tasks, including email marketing
100+
Preview dialing, auto-dialing and hangup. Out-of-the-box integration with a wide variety of phone systems, including TAPI and the low cost FIVECRM VoIP
Out-of-the-box. Can be predefined in the User Profile for each agent.
Out-of-the-box. Single click to save the current record and dial the next one.
Call-backs presented automatically at the right time. The user can filter manually.
Wrap-up section used to select call outcome, set call-back, type notes and initiate workflow. Easy workflow configuration for call and data management. Automatically shows next record to call.
Extensive call scripts and also call guides.
Out of the box.
Advanced multi-step campaigns, one-off/scheduled/dynamic/triggered with link tracking and subscribe management.
Out-of-the-box capability to create up to 999 databases.
Extensive bulk data management functions, including assign, update, copy, move, import/insert/update,export,deduplicate, delete
Extensive functionality to manage contact channel permissions and all lawful basis.
Standard
Standard
Standard. User defined fields and extensive screen layout options.
Standard
Standard
Standard
Standard
Standard
Standard. Customers can also create their own
Standard
Standard
Standard
Standard
Standard
Standard
Live phone, chat, email support included. Maximum 4 hour response on emails. UK hours: 8:30am - 10pm; US hours: 8:30am - 5pm EST
General customer management, deal tracking, marketing
50
No auto-dialing. Up to 33 hours of calling per month (ie only 1.6 hours/day). VoIP option has limited function.
Each user needs to use the filter function. Lists cannot be assigned to users.
Manually find the next record to call.
Users must each use the Task screen to manually view scheduled calls.
Can log a call and set workflow but the system does not automatically show the next record.
Not possible
Not possible
Not available in this product
One
No bulk data management
Cannot deal with lawful basis other than "consent".
None
Separate paid service needed
Cannot change screen layout.
Standard
Standard
Standard
Standard
Standard
Standard
Standard
Standard
Standard
Standard
Standard
Standard
Various support options depending on edition.
The beauty of your solution [FIVECRM] is that it’s easily customisable and works really well in high volume lead generation and telesales environments out of the box.
Vitality Health