It revolves around your contacts
Contacts are the most important part of any business, regardless of whether they’re prospects, customers, suppliers, resellers or employees.
Build a full history of interactions with each of your contacts. Comma5 CRM is the perfect platform to host your Contacts Lists.
Store all of your contact data in a single, secure place. Powerful search makes it easy to find what you’re looking for.
Import and export
Import contacts and companies from any spreadsheet with field mapping.
Customisable Fields
Custom fields allow you to store whatever contact information you need.
Build a timeline
Maintain a full history of each of your customers.
Customer Segmentation
Multiple segmentation fields allow you to group customers together logically.
Email Templates
Custom templates make it quick and easy to communicate with customers.
Integrated
Integrates seamlessly with other C5 Apps, Email, SMS, Google and more.
Frequently asked questions
Yes, you can import your existing contacts from any .xls spreadsheet. Field mapping functionality allows you to ensure the fields from your spreadsheet are aligned with those in your CRM. If you need assistance we’re more than happy to help you.
Yes, you can control who is able to see your contacts. 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.