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
|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.
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”).
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|
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|
Extensive call scripts and also call guides.
Ability to manage an appointment calendar
Out of the box.
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.
Manipulate data in bulk
Extensive bulk data management functions, including assign, update, copy, move, import/insert/update,export,deduplicate, delete
No bulk data management