General & System

We make every effort possible to ensure your data is secure from application level encryption to the firewalls in our data centers. Our data centres are located globally depending on the users physical location. We primarily use data centres in the USA, Australia, Asia and the United Kingdom.

Read more about how we secure your data

Starting from $10.00 per user per month, pricing is negotiable based on volume. Pricing consists of a once-off setup fee and then annual licensing, which includes access to the CRM, support, enhancements and upgrades.

Yes, it is possible to send (and receive for Google Addresses) email from your CRM. All that is required is the addition of your email address to the system settings.

Contacts Management

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.

Service Desk Management

Service requests can be categorised in a number of ways either when logged, or thereafter.

By Category and related sub-category, Request Type, Area / Country / Town (Location), Priority, Owner.

Yes, for sure. Contacts form the heart of our CRM system. Everything revolves around contacts. So for example, I could search for a specific contact and then drill down to view all current and previous service requests open for that customer, along with a full timeline of interactions since the contact was added to your system.

By default, the assignee would receive an email (sms as an option). The assigned request would also be visible in their CRM. Sending a list of daily outstanding requests is also possible.

Yes, a configurable email message is sent to you customer. It’s also possible to have these confirmations sent via SMS.

On closing the request, you are forced to add closure comment. We also have a number of custom fields which would allow you to track time spent etc.