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.
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 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
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 TAPI and the low cost FIVECRM VoIP
β
Out of the box. Can be predefined in the User Profile for each agent by the Administrator.
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Out of the box. Single click to save current record and dial the next one.
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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.
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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.
β
Extensive call scripts and also call guides.
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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
β
Single flexible object to store all types of customer records, differentiated by various criteria. Easy to find data.
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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, configuration and add-ons provide functionality for a wide range of other generic uses
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50
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CTI provided by third party apps(additional charge). No auto-dialing. Cannot use TAPI or any Voip not listed.
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Each user needs to manually filter their own data. No control by the Administrator. Lists cannot be assigned to users.
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Manually find next record (allows "cherry picking").
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Users must each apply their own custom filter, there is no control by the Administrator.
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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.
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Not possible
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Need additional product with additional cost,
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One
β
No bulk data management
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Fixed objects for Leads, Accounts and Contacts. Difficult to find data.
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Must be done manually - chargeable
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Not possible
Various support options.