FIVE CRM

The Call Center software for better outbound calling. Call us on 727 474 1407 (USA) or 01249 566010 (UK)

FIVECRM vs MS Dynamics CRM

Comparison of FIVECRM and MS Dynamics 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 MS Dynamics CRM handle them.
You just need to decide which functions you need to decide which system to choose.
Click here for an overview comparison.


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 next record

Ease of moving to the next record to call

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

Website tracking


Support

High volume outbound calling and associated tasks, including email marketing

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100+

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Preview dialing, auto-dialing and hangup. Out-of-the-box integration with a wide variety of phone systems, including the low cost FIVECRM VoIP

βœ”
Out of the box. Can be predefined in the User Profile for each agent.

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Out of the box. Single click to save the current record and dial the next one.

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Call-backs presented automatically at the right time.

The user can filter manually. Alarms also available.

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Out of the box. Single click to save the current record, hangup, and dial the next one.

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Wrap-up section used to select call outcome, set call-back, type notes and initiate workflow. Automatically shows next record to call.

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Extensive call scripts and also call guides.

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Out of the box.

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Advanced multi-step campaigns, one-off/scheduled/dynamic/triggered with link tracking and unsubscribe management.

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Out of the box capability to create up to 999 databases.

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Extensive bulk data management functions, including assign, update, copy, move, import/insert/update,export,deduplicate, delete

βœ”
Extensive functionality to manage contact channel permissions

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Standard

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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,  wide range of other functionality needing configuration and add-ons

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50

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Need third party apps(additional cost) for CTI. No auto-dialing out of the box.

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Needs additional Marketing Automation licence

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Manually find the next record to call

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The user must filter manually. Alarms available.

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Manually find the next record to call.

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Log activity, set task. No automatic workflow. Return to list, manually select next record to call (enables cherry picking)

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Agent scripts available. No call guides.

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Not possible

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Basic mass email. No tracking or unsubscribe management.

External add-on apps available (chargable)

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One live database

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Basic functionality, import, export, deduplicate

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Additional cost

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Additional cost

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Not available in the base product

Live phone support, various options


Comparison document

What's the difference?

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