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Five CRM Account management software

Name: Five CRM Account management software
Rating: 4.5 (2 reviews)

By FIVE CRM LLC

1098 Interested

Highlights : About Five CRM Account management software

Know your customer

Account search and filtering

Analysis and reporting

About Five CRM Account management software

At FIVE CRM, making things simpler is our passion. We believe software should be simple, hassle-free and easy to use and that’s why we develop all of our products with our customers in mind. We create outstanding software to solve business problems, whether that’s trying to make sense of your data or automating key customer touch points. FIVE CRM provides market-leading software solutions dedicated to helping customers thrive and grow. Although don’t expect to do it alone – our team are on-hand to help and guide you. We’re devoted to ensuring you succeed. Established in 1991 and operating in over 35 countries, FIVE CRM (originally CallPro CRM) started as calling software built to help telemarketing set-ups boost productivity and transform how call agents handle calls. Fast forward 25 years and FIVE CRM has developed vastly to meet the demands of modern business and now offer a multifaceted solution enabling organizations to transform their sales & marketing with automation.

Specifications

Business Size

Small

Deployments

Cloud

Language Support

English

Platforms

Product Details

Benefits

Store everything to do

Store everything to do with each individual customer. As many contact names as are necessary, including as much information about each person (in as many fields). Full company details and profile information, including details of current and potential products/services, also full histories and account relationships.

Multiple methods of filtering data

Filter and sort by any field, find the accounts that you need by building a search criteria that works for you. With multiple methods of filtering data, managing the dataset as a whole just became significantly easier. At a basic level just select from the predefined filter screen, extend that by selecting the fields, and then ultimately use the SQL query builder and even write SQL yourself. View the data in list form with whatever fields/columns you need; easily identify the individual accounts you want to work with.

Built-in Report Writer

As with search and filtering, FIVE CRM provides a range of tools which can be used depending on the technical ability and complexity of the task in hand. The built-in Report Writer enables non-technical people to create list, summary and cross-tab (pivot table) reports – all on any information in the database. Manage reports in folders and give access to specific reports on a per user basis. Use dashboards to display data and charts in an easy-to-consume way. Automate by emailing reports at preset times and schedules. In FIVE CRM you are uniquely able to create reports that run across multiple databases as consolidated reporting – all without technical knowledge.