Never miss an opportunity.
Opportunities are mostly lost in organisations due to simply not following up. Easily view and track your leads, opportunities, quotations, and orders ensuring that nothing falls through the cracks.
Comma5 CRM is the perfect tool for sales team and sales managers wanting to improve their sales performance and their ability to collaborate as a team.
Web2Lead
Capture inquiries and leads directly from your website into your CRM.
Product Lists
Product lists make it quick and easy to generate quotations, job-cards, orders, contracts, and invoices.
Build a timeline
Maintain a full history of each of your opportunities from lead through to order.
Generate quotations
Quickly generate professional quotations by selecting products from price lists or by entering them manually.
Pipeline Management
Manage your sales pipeline and forecasting. This is done automatically for users of quotations in CRM.
Target Management
Set targets and track progress of your team. It's easy to always know where they're at vs. target.
Leads are added from your website, via import or manually.
Leads can be sorted and filtered any way you like.
Quickly respond to enquiries using mail templates.
Customised Analytics (leads)
Convert a lead to a quote and add items.
Send quotes at the click of a button.
Multiple templates are fully customisable.
Quickly produce professional quotations.
Customisable workspaces show you what needs your attention.
Automatically builds pipeline and analytic.
Frequently asked questions
Comma5 CRM allows you to configure up to five quotation templates. Templates are designed using an html editor. You’re welcome to modify the default templates, add your own, or ask us to help you with your design.
Yes, you can control who is able to see most records in the system. Privileges control view and other file access for all users.
Contacts can be associated with companies. When a contact is added, select or add the name of the company the contact belongs to. It is possible to move contacts between companies.
Yes, bulk SMS functionality exisits. We integrate with a number of Bulk SMS service provider platforms.
Yes, files can be uploaded against any record in Comma5 CRM.