FIVE CRM

The hosted Call Center CRM for better outbound calling: call us on 727 474 1407 (USA)

FIVECRM vs Hubspot CRM

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 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

Object Orientation

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.

Single flexible object to store all types of customer records, differentiated by various criteria

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".

Fixed objects for Contacts, Companies, Deals

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