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.
Check the table below of key business functions and see how FIVE and Zoho CRM handle them.
Click here for an overview comparison.
 |  | |
| What was it designed for? | High volume outbound calling and associated tasks, including email marketing | General customer management, configuration and add-ons provide functionality for a wide range of other generic uses |
| Expected number of calls per agent per day Increased calls = increased success rate | ✔ 100+ | ✘ 50 |
| Telephone integration (CTI) Dial directly from the CRM | ✔ 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 | ✘ CTI provided by third party apps(additional charge). No auto-dialing. Cannot use TAPI or any Voip not listed. |
| Call lists Used in call centers to define which records each agent will call | ✔ Out-of-the-box. Can be predefined in the User Profile for each agent. | ✘ Each user needs to manually filter their own data. No control by the Administrator. Lists cannot be assigned to users. |
| Call next record Ease of moving to the next record to call | ✔ Out-of-the-box. Single click to save the current record and dial the next one. | ✘ Manually find next record (allows “cherry picking”). |
| Call-back management Action call-backs at the right time | ✔ Call-backs presented automatically at the right time. The user can filter manually. | ✘ |
| Call logging and result workflow Procedural automation | ✔ 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. | ✘ 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. |
| Call scripts and Call Guides Assisting agents | ✔ Extensive call scripts and also call guides. | ✘ Not possible |
| Appointment booking Ability to manage an appointment calendar | ✔ Out of the box. | ✘ Not possible |
| Email campaigns Email marketing capability | ✔ Advanced multi-step campaigns, one-off/ scheduled/ dynamic/ triggered with link tracking and unsubscribe management. | ✘ Not available in this product |
| Number of databases eg for outsource companies, company departments, data management | ✔ Out-of-the-box capability to create up to 999 databases. | ✘ One |
| Data management Manipulate data in bulk | ✔ Extensive bulk data management functions, including assign, update, copy, move, import/insert/update, export, deduplicate, delete | ✘ No bulk data management |