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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.
Check the table below of key business functions and see how FIVE and Zoho CRM handle them.
Click here for an overview comparison.

fivecrm logozoho crm logo
What was it designed for?High volume outbound calling and associated tasks, including email marketingGeneral 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

 


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