Comparison of FIVECRM and sugarCRM
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 sugarCRM 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 recod 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
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 current record and dial the next one.
Call-backs presented automatically at the right time. The user can filter manually. Alarms also available.
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.
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. Easey to find data.
Standard
Standard
Standard
Standard
Standard
Standard
Standard
Standard
Standard
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, configuration and add-ons provide functionality for a wide range of other generic uses
50
CTI provided by third party apps(additional charge). No auto-dialing available
Each user needs to use "Target list" and Campaigns. Lists cannot be assigned to users.
Manually find next record.
Users must each apply a custom filter. Alarms available.
Use "Calls" module(similar to calendar tasks in other systems). Complex workflow configuration. Does not automatically show next record to call.
Not possible
Need additional product, Sugar Market (chargeable)
One
No bulk data management
Only deals with "consent", none of the other lawful basis.
Fixed objects for Leads, Accounts and Contacts. Difficult to find data.
None
Must be setup manually
Standard
Standard
Standard
Standard
Standard
Standard
Standard
Standard
Standard
Standard
Standard
Standard
Standard
Various support options.
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