Still known to many as CallPro CRM, this system was originally made for telemarketing and retains all the key ingredients, and more. CallPro CRM was the original name for the FIVE CRM product because it concentrated on outbound calling scenarios such as outbound calling such as telemarketing, telesales and lead generation. The system is now known as FIVE CRM because it encapsulates not only all the original functionality but also so much more.
The system differentiates from standard CRM systems by managing data, call backs and agents. Working data to get the most out of it is a key aspect of outbound calling and having a system that ensures the call back process is used to the best effect is crucial.
The system includes additional functionality such as wrap-up/call-disposition, workflow automation, dashboards and gamification. This is why our customers prefer this system rather than standard CRMs.
Multiple databases within the one system
The system is able to manage up to 999 separate databases within each instance (no need to sign up multiple times to the service!), making it ideal for telemarketing agency work or multiple departments.
FIVE CRM uniquely offers the possibility of virtually unlimited data storage. You will not be restricted or penalised for storing more than 10,000, 100,000 or even a million+ records. The system is very scalable and is as comfortable with 5 users as it is with 500.
Combining the calling functionality with fully fledged email marketing campaigns automation makes this system ideal for lead generation. Whether you’re looking for a very simple interface containing just a call script, or a more complex screen containing more CRM-type details, FIVE CRM is flexible enough to handle it.
Software for outbound calling
Unlike other CRM solutions, FIVE CRM enables you to have a call center system within the CRM. Manage multiple databases as well as controlling data access by user agent. Built-in functionality for managing call-backs, workflow automation and automated dialing set this system apart from standard CRMs. Conversely, the CRM functionality sets it apart from call center systems.
Flexible user interface and workflow
You can have as much or as little on the user interface as required, and each database can be different. For example, in one database agents may only see a script while in another it is a full CRM 360° view. Likewise with the workflow, one database could be auto-dialing and sending emails automatically while in another database everything is manual.
Scripts and Guides
Scripts and guides are widely used in telemarketing software and with FIVE CRM you can easily create and update scripts on-the-fly, ensuring your agents with always be up to date and prepared. Eradicate the need for printed scripts and objection handling guides. Finding the right sales pitch is the hard part, once you’ve found it you can easily replicate it and make sure that all your sales team are working coherently, you can make sure that all of your agents say the correct statements.
Statistics and reporting
In any telemarketing operation statistics are crucial, whether it’s tracking agents’ calls-per-hour, call outcome analysis or call duration, virtually any report is possible. The built-in report writer enables non-technical people to create their own reports without any knowledge of the database structure or intricacies of querying data. List, summary and cross-tab (pivot table) reports can be made very quickly and easily. Reports can also be scheduled so they are emailed regularly at predefined times.
Learn more about FIVE CRM
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