Customized Responses

Utilizing our native application building software you are able to completely customize user experiences. Customize workflows, data fields, sales processes, sales pipelines and interfaces with functionality to meet user needs. Have completely different dashboards and processes across up to 999 databases.

personal touch

Personal Touch.

Amplify your customer interaction with FiveCRM's Native App Builder Software. Our CRM solutions ensure you deliver that 'personal touch' every time, via tailored engagements across all devices. Elevate customer experience and create lasting connections with FiveCRM.

Response Based Workflows

Response Based Workflows.

Empower your team with FiveCRM's Native App Builder Software, built with configurable Response Based Workflows. Seamlessly automate your interactions, ensuring your customer responses are always timely, relevant, and on point. Save time, boost productivity and excel in customer satisfaction with FiveCRM.

interface management
Management Insights

Interface Management

  • Unique time monitoring features highlight time consumption based on specific interface dashboards. See which dashboards teammates are spending the most time in and highlight areas that lack attention.
  • FiveCRM's interface management allows you to design and configure the system to suit your team's specific needs, improving efficiency and user experience.
  • Changes in your business processes can be easily mirrored in the CRM interface, making the system highly adaptable to your evolving needs.
account specific automations
App Automation

Account Specific Automations

  • Create and customize specific run programs to compliment your daily operations that are triggered when you log in or logout.
  • FiveCRM allows you to automate specific processes within individual accounts, reducing manual tasks and increasing productivity.
  • Automation reduces the risk of human error, ensuring high-quality data management and efficient workflows within each account.
programmable dialing
Dial Functionality

Programmable Dialing

  • FiveCRM's Native App Builder Software, fortified with Programmable Dialing, ensures you reach customers when it counts. Customize prompts and functions between accounts to make every second count.
  • Minimize downtime and elevate customer interaction with strategic dialing prompts. Our software seamlessly transitions you between accounts for a fluid user experience.
  • Don't let opportunity pass you by. Schedule calls at the most opportune times, improving connection rates and boosting your sales success. With FiveCRM, you're always at the forefront of customer engagement.

Customizable Panels

  • Build fully functional panels that are best suited to how you store, organize, and manipulate data.
  • Customizable panels allow users to personalize their workspace according to their preferences and role-specific needs, enhancing their experience and productivity.
  • Users can prioritize the visibility of key information and data in their panels, leading to quicker decision-making and improved workflow.
customizable panels
open CRM API
API Features


  • Choose between having us setup customized features or use our open API feature to create the best functionality to fit your most critical needs.
  • An open API allows FiveCRM to integrate smoothly with other software platforms your business uses, creating a cohesive tech ecosystem.
  • An open API ensures that as your business grows and your needs change, you can continue to add or modify integrations, keeping your CRM system as flexible as you need it to be.
more features

Our all-inclusive packages mean more features, same standard price

  • Use AI to set the best call back time
  • Automatically present call backs at the right time
  • Find contacts via the internal LinkedIn tool
  • Tweet contacts directly from within FIVE
  • Real time live coaching on calls
  • Track deals with opportunity management
  • Can be used with a predictive dialer
  • Use automatic workflow cadence
  • Use predefined call scripts, call guides and email merge templates
  • Full built-in advanced email campaigns
  • Get documents signed from FIVE using Docusign or Adobe SIgn
  • Schedule automatic reports to keep on top of events
  • Use automatic dialing to eliminate wasted time

Frequently Asked Questions

Firefox, Internet Explorer and Google Chrome are all compatible with FiveCRM.

To read recommended settings for each, please visit our help centre and navigate to troubleshooting and recommended browser settings.

Deleting Internet Cookies will resolve a number of common glitches in your system.

Emptying the Internet Cache removes all stored copies of Web Pages, Scripts, Images etc on your local PC. This can be especially useful after an update has been applied to the system.

The method for deleting Cookies and Cache is specific to different Browsers. For detailed steps for your browser, visit our help centre and navigate to troubleshooting and deleting browser settings.

FiveCRM works with any operating system capable of running a supported Browser.

This includes:

  • - Windows XP/Vista/7/8/10 and future Windows releases
  • - Mac OS X and Linux.

You can contact FiveCRM customer support in a number of ways.

You can increase the amount of licenses you hold with FiveCRM at any time. The method of achieving this is dependent on your payment method.

If you pay manually, i.e. by credit card each month, then you can add licenses by navigating the Menu option About and selecting Manage Subscription/Users. The system gives an option to add Users to the current month or add months.

If you pay by any other method you can increase your licenses by contacting Customer Support.

Additional customer training can be conducted on an individual or group basis.

To schedule a training session, contact your account manager or customer success representative.

More questions? Additional resources can be found on our: Support Portal, LinkedIn Profile, and Youtube Channel.