FIVE CRM

The hosted Call Center CRM for better outbound calling: call us on 727 474 1407 (USA) or 01249 566010 (UK)

FIVECRM vs Zoho CRM

Comparison of FIVECRM and Zoho 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 Zoho 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

Email campaigns

Email marketing capability

Number of databases

eg for outsource companies, company departments, data management

Data management

Manipulate data in bulk

Object Orientation

Data backups and restore

Ability to restore data to a previous backup

Appointment booking

User screen design

Website tracking

Lead management

Opportunity management

Reporting

Dashboards

API's

Custom apps

Two factor authentication

Single Signon

Sales orders

Cases


Support


High volume outbound calling and associated tasks, including email marketing

tick

100+

tick

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

tick

Out of the box. Can be predefined in the User Profile for each agent by the Administrator.

tick

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

tick

Call-backs presented automatically at the right time. The Administrator can control each user's call list, or the user can filter manually. Alarms also available.

tick

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.

tick

Extensive call scripts and also call guides.

tick

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

tick

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

tick

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

tick

Single flexible object to store all types of customer records, differentiated by various criteria. Easy to find data.

tick

Standard

tick

Standard

tick

Standard

tick

Standard

tick

Standard

tick

Standard

tick

Standard

tick

Standard

tick

Standard

tick

Standard

tick

Standard

tick

Standard

tick

Standard

tick

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

cross

50

cross

CTI provided by third party apps(additional charge). No auto-dialing. Cannot use TAPI or any Voip not listed.

cross

Each user needs to manually filter their own data. No control by the Administrator. Lists cannot be assigned to users.

cross

Manually find next record (allows "cherry picking").

cross

Users must each apply their own custom filter, there is no control by the Administrator.

cross

There is no easy way to set a callback date. No easy way to log a call, set workflow, auto send email or data management.

cross

Not possible

cross

Need additional product with additional cost,

cross

One

cross

No bulk data management

cross

Fixed objects for Leads, Accounts and Contacts. Difficult to find data.

cross

Must be done manually - chargeable

cross

Not possible

tick

Standard

tick

Standard

tick

Standard

tick

Standard

tick

Standard

tick

Standard

tick

Standard

tick

Standard

tick

Standard

tick

Standard

tick

Standard

tick

Standard

Various support options.

 

Comparison document

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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