ConvergeHub

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Sales Force Automation

Contact & Account Management

Opportunity & Pipeline Mgmt.

Task / Activity Management

Customer Contract Management

Marketing Automation

Email Marketing

Campaign Management

Lead Management

Reporting & Analytics

Reporting

Dashboards

Basic Reporting

Email Marketing

Building and Personalizing Emails

Manage Email Deliverability

Lead Management

Marketing Lead Database

Lead Nurturing

CRM Lead Integration

Category:

Cloud-based CRM software for SMBs

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What is ConvergeHub?

ConvergeHub is an enterprise-grade CRM, with Sales, Marketing, Support and Billing, for managing all customer related activities from one unified platform. It is a high-horsepower business-growth platform built for small and mid-size businesses.

You can use ConvergeHub to accomplish all customer related activities through every stage of the customer lifecycle. Use it to attract leads, send campaigns, nurture prospects, close sales, answer support tickets, generate contracts, store documents, manage products or services, send quotations, create invoices, and more. ConvergeHub’s powerful customization and automation features let you configure and automate your own business processes and skyrocket productivity.

ConvergeHub’s 360-degree prospect and customer view gives you in-depth actionable insights, allows you to keep track of all touchpoints through activity history, and lets you plan upcoming conversations with prospects and customers through any channel – email, phone, text, fax or social. Comments, notes, tags, tasks, appointments, calendars, reminders, notifications come together to keep you connected and up-to-date.

You can segment your lists, create templates and run marketing campaigns through email and text. Keep in close touch with your customers by tracking customer service cases and responding to them quickly. Get paid quickly by creating quotations and sending invoices for your products and services right from the CRM and track payments as you receive them. Report Builder and customizable Dashboards lets you create your own reports and visually track progress of every area of the business.

ConvergeHub integrates with other software through many native integrations such as QuickBooks, DocuSign, PandaDoc, Ringcentral, Twilio, Office365, Box, Dropbox, WordPress, etc. and also through Zapier, Piesync, APIs and Webhooks.

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