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.

Sales in comma5 crm

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.

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.