• Tailored CRM
  • People - Manage your Relationships
  • Improve Your Bottom Lines

CRM

  • Business Process Consulting

    Do more with less process. We evaluate the flow of information through your organization and identify both strengths and inefficiencies, and recommend cost- and time-saving improvements.

  • Data Audit

    Define the structure, entities, and relationships for tracking people, organizations, relationships, and activities, and to determine the best-fit CRM architecture for your needs.

  • Easy CRM Administration

    Robust graphical tools for advanced CRM management. Configure data fields easily, alter database screens for your needs, build relationships between data entities, advanced user management, and more.

  • Automated Lead Conversion

    Build your opportunity pipeline fast. Enjoy built-in CRM tools that support quick tracking of lead information, as well as lead conversion to contact, organization, and opportunity records without time-consuming manual entry.

  • Targeted CRM Solutions

    Implement a CRM built for you. FivePaths provides sector-specific CRM expertise, including nonprofits, business, international NGOs, foundations, universities, archives, and advocacy groups.

  • Fundraising Systems

    FivePaths is a recognized leader in donor-management system review, selection, and implementation. With experience in NeonCRM, DonorPerfect, eTapestry, GiftWorks, Donor Tools, Blackbaud, Sage, and more, we can find what fits you best.

  • Mobile Access

    Access your customers and constituent information on the go through your mobile device. Track opportunities, respond to cases, reach customers, and more.

  • Website Integration

    Capture customer purchases and constituent engagement through web CRM integration. Automatically update your website with the latest information from your CRM, keeping your visitors abreast of your current services and products.

  • Data Migration

    FivePaths maps your legacy data fields, tables, and relationships to your new CRM system for automatic importing, saving tremendous time and cost, helping your team to start using the system more quickly.

  • Targeted Emarketing

    Implement robust email marketing tools, including leading vendors such as Vertical Response, Constant Contact, MailChimp, Emma, and more. Integrate e-marketing directly to your web CMS and CRM, encouraging automatic subscriptions and centralized tracking.

  • Reports and analytics

    Query your CRM and CMS to produce grid and graphical reports, helping you to analyze people, relationships, and opportunities most important for making critical business decisions.