What is FIVE CRM?

Five CRM is a very customizable and straightforward CRM built for call centers. It offers all the tools a telemarketer agent needs for success, including targeted call lists, automated dialing, and AI script prompts. Every call is recorded for quality assurance and customer backup. Plus there’s unlimited storage and a bulk email feature. It’s an advanced, and well-rounded sales and telesales solution.

Tools for Call Center Agents FIVE CRM offers customizable agent interfaces, built around each agent’s role and preferences. It has advanced dialing features, such as filterable call lists, automated dialing, and call-back features. You can also warm up your audience first with the inbuilt mass email tool. Customer conversations are recorded and stored for backup. Sales Tools The sales features are customizable around your sales process, from pipelines to workflows to dashboards. Each of these can be configured in a way that works for your sales team.

The system can automatically assign and reroute calls between marketing and sales agents. The sales features include price books, contracts, tax calculations, discount management, and sales order processing. Storage and Data Management You can also create multiple databases with your unlimited data storage. This, along with advanced telephony features and a very user-friendly interface make FIVE CRM an excellent software solution for call centers. One common complaint to be wary of is the system sometimes lags or freezes.