FIVE CRM

The Call Center software for better outbound calling. Call us on 727 474 1407 (USA) or 01249 566010 (UK)

test table


What was it designed for?

Expected number of calls per agent per day
Increased calls = increased success rate

Telephone integration (CTI)

Dial directly from the CRM

Call lists

Used in call centers to define which records each agent will call

Call next record

Ease of moving to the next record to call

Call-back management

Action call-backs at the right time

Call logging and result workflow

Procedural automation

Call scripts and Call Guides

Assisting agents

Appointment booking

Ability to manage an appointment calendar

Email campaigns

Email marketing capability

Number of databases

eg for outsource companies, company departments, data management

Data management

Manipulate data in bulk

Data privacy management

GDPR and privacy control

Gamification

Induce competitiveness in the sales team

Data backups and restore

Ability to restore data to a previous backup

User screen design


Support


High volume outbound calling and associated tasks, including email marketing

tick

100+

tick

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

tick

Out-of-the-box. Can be predefined in the User Profile for each agent.

tick

Out-of-the-box. Single click to save the current record and dial the next one.

tick

Call-backs presented automatically at the right time. The user can filter manually.

tick

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.

tick

Extensive call scripts and also call guides.

tick

Out of the box.

tick

Advanced multi-step campaigns, one-off/scheduled/dynamic/triggered with link tracking and unsubscribe management.

tick

Out-of-the-box capability to create up to 999 databases.

tick

Extensive bulk data management functions, including assign, update, copy, move, import/insert/update,export,deduplicate, delete

tick

Extensive functionality to manage contact channel permissions and all lawful basis.

tick

Standard

tick

Standard

tick

Standard. User defined fields and extensive screen layout options.


Live phone, chat, email support included. Maximum 4 hour response on emails. UK hours: 8:30am - 10pm; US hours: 8:30am - 5pm EST

General customer management, deal tracking, marketing

cross

50

cross

No auto-dialing. Up to 33 hours of calling per month (ie only 1.6 hours/day). VoIP option has limited function.

cross

Each user needs to use the filter function. Lists cannot be assigned to users.

cross

Manually find the next record to call.

cross

Users must each use the Task screen to manually view scheduled calls.

cross

Can log a call and set workflow but the system does not automatically show the next record.

cross

Not possible

cross

Not possible

cross

Not available in this product

cross

One

cross

No bulk data management

cross

Cannot deal with lawful basis other than "consent".

cross

None

cross

Separate paid service needed

cross

Cannot change screen layout.

Various support options depending on edition.