FIVE CRM offers five different products, DigitalPro CRM, CallPro CRM, ManagePro CRM, EmailPro CRM and AutomationPro CRM. There are also two Lite versions: CallPro CRM Lite and ManagePro CRM Lite which are slimmed-down versions with greatly reduced functionality at a reduced cost.
Product Introduction
DigitalPro CRM: Built as a comprehensive sales and marketing tool, DigitalPro CRM is the complete package including customer management, email marketing, outbound calling, prospect profiling and website performance analytics.
CallPro CRM: Designed as an outbound calling solution, CallPro CRM is a feature-rich leading telemarketing solution with an in-built CRM.
ManagePro CRM: Created as a customer management system, amongst its many features ManagePro CRM allows you to use lead scoring, email marketing, website analytics, multiple databases and landing pages to effectively manage your Contacts.
EmailPro CRM: An Email Marketing tool, Email Pro CRM allows you to easily keep in touch with your Contacts through email marketing campaigns.
AutomationPro CRM: Made for Marketing Automation, Automation Pro CRM allows you to manage your Contact Database with minimal effort. Leads can come into the system through your website and then can be automatically contacted as part of several email campaigns allowing you to focus on the other aspects of your business.
General Functions
The below functions are included in all of the FIVE CRM Versions.
Function | Description |
Accounts | Create, Use and Configure Records within the CRM |
Data Management | Importing, searching and sorting Accounts in the CRM |
Document Management | Create Email Documents, Upload Attachments, Sending Transactional Emails |
Panel Configuration | Modify the current view, rearranging the layout or adding/removing standard panels |
Projects | Set up Projects, can be used to filter data for different Campaigns |
Reporting | Report on Data within the CRM, displaying all statistics |
Screen Config | Edit different views, such as Account List and Call History |
System | Standard system settings |
User Management | User configuration |
User Tools | Manage Alarms, User Messenger and Email Inboxes |
Version Specific Functions
The below functions are more advanced and are not available to all Versions. You can see which version these features are included in by looking at the chart on the right. DigitalPro CRM has all functions included, so is not included in the chart.
Function | Description | CallPro CRM | CallPro CRM Lite | ManagePro CRM | ManagePro CRM Lite | EmailPro CRM | AutomationPro CRM |
Calendar | Calendar and Diary Functions. | ✓ | ✓ | ✓ | ✓ |
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Call Management | Advanced Calling functions such as Priority Call Backs | ✓ | ✓ |
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Call Statistics | Call Statistics accessible within the CRM | ✓ |
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Callguides | Access to Call Guides within the Account View | ✓ | ✓ |
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Cases | Access to Cases within the CRM |
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| ✓ | ✓ |
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CloudCall | Extensive Dialing Integration with CloudCall. Click-to-Dial, Integrated Call Recordings and Conference Calling | ✓ |
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Dashboard | Dashboards for Displaying Reports from the CRM. Data can be represented graphically | ✓ |
| ✓ |
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Deduplication | Deduplication tool to aide in cleaning data | ✓ |
| ✓ |
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Dialing | Ability to Click-to-Dial/Auto-Dial from within the CRM | ✓ | ✓ | ✓ |
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Email Campaigns | Sending mass-marketing Email Campaigns to contacts in the CRM with personalized information merged in from each account | ✓ |
| ✓ |
| ✓ | ✓ |
External System | Integration with external systems: Google, Twitter, Xero and Salesforce | ✓ |
| ✓ |
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Lead Scoring | Option to use Lead Scoring to qualify Leads based on Field Data, Response and Status Changes |
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| ✓ |
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Multiple Databases | Access to several different Databases, which can each be set up differently | ✓ |
| ✓ |
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| ✓ |
Multiple Projects | Advanced Project Management allowing Accounts to be in multiple Projects/Campaigns simultaneously | ✓ |
| ✓ |
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| ✓ |
Panel Setup | Create new Panels and have access to Multiple Panel Views | ✓ |
| ✓ |
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Products | Products which can also be used as an Opportunity Management System | ✓ |
| ✓ | ✓ |
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Sales Orders | Sales orders for use with the system |
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| ✓ |
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Scripts | Scripts to be used within Accounts | ✓ |
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Social | Social Media and Social Buttons e.g. Twitter, LinkedIn | ✓ |
| ✓ |
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Webform | Use of Web forms from within the system |
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| ✓ |
| ✓ | ✓ |
Website Tracking | Website Tracking provided by Piwik, linked to Accounts within the system |
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| ✓ |
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| ✓ |
Workflow Automation | Response workflows which can automatically trigger callback dates, emails etc. | ✓ | ✓ | ✓ |
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