What users are saying about
2 Ratings
30 Ratings
2 Ratings
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Score 8 out of 100
30 Ratings
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Score 8.1 out of 100

Likelihood to Recommend

ConvergeHub

It is really well suited for clients looking to automate the process with a budget constraint and that is inline with most small and medium enterprises, startups as well as entrepreneurs looking for a productive environment to grow their business in.
Prashant Choudhary | TrustRadius Reviewer

Engagio

Engagio is best suited for companies that have long sales cycles, dealing with large accounts with multiple decision makers. I don't think Engagio would make much sense for a company that has quick sales cycles with relatively few decision makers.
Suraj Pandit | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

ConvergeHub
8.3
Engagio
Customer data management / contact management
ConvergeHub
9.0
Engagio
Workflow management
ConvergeHub
9.0
Engagio
Territory management
ConvergeHub
8.0
Engagio
Opportunity management
ConvergeHub
9.0
Engagio
Integration with email client (e.g., Outlook or Gmail)
ConvergeHub
7.0
Engagio
Contract management
ConvergeHub
8.0
Engagio
Quote & order management
ConvergeHub
9.0
Engagio
Interaction tracking
ConvergeHub
8.0
Engagio
Channel / partner relationship management
ConvergeHub
8.0
Engagio

Customer Service & Support

ConvergeHub
7.0
Engagio
Case management
ConvergeHub
7.0
Engagio

Marketing Automation

ConvergeHub
9.0
Engagio
Lead management
ConvergeHub
9.0
Engagio
Email marketing
ConvergeHub
9.0
Engagio

CRM Project Management

ConvergeHub
9.0
Engagio
Task management
ConvergeHub
9.0
Engagio
Billing and invoicing management
ConvergeHub
9.0
Engagio
Reporting
ConvergeHub
9.0
Engagio

CRM Reporting & Analytics

ConvergeHub
8.0
Engagio
Pipeline visualization
ConvergeHub
8.0
Engagio
Customizable reports
ConvergeHub
8.0
Engagio

Customization

ConvergeHub
7.5
Engagio
Custom fields
ConvergeHub
8.0
Engagio
API for custom integration
ConvergeHub
7.0
Engagio

Platform

ConvergeHub
9.0
Engagio
Mobile access
ConvergeHub
9.0
Engagio

Security

ConvergeHub
9.0
Engagio
Role-based user permissions
ConvergeHub
9.0
Engagio

Pros

ConvergeHub

  • The dashboards are really good and feature laden.
  • The UI is really intuitive as well as user friendly.
  • Automation of simple tasks as well as the marketing process is really easy.
  • Above all the pricing takes the cake here.
Prashant Choudhary | TrustRadius Reviewer

Engagio

  • One of Engagio's strongest capabilities is to track engagements at the contact level and make that information available. Without Engagio's dashboard, it can be time-consuming and even impossible to see all marketing engagements from the seller's perspective. And from a marketing perspective, it can be difficult to generate an engagement dashboard in your MA tool, such as Marketo. Engagio visualizes data in many out of the box dashboards.
  • Engagio has good out of the box alerts/subscriptions that can be set up to notify sellers or marketers of activity spikes and weekly activity summaries. This can be a helpful guide for sellers who have a lot of accounts or contacts to keep track of by flagging the surging intent.
Michelle Markelz | TrustRadius Reviewer

Cons

ConvergeHub

  • Customer support isn't that great, takes a lot of time to respond.
  • Notifications are not on time, i.e. they are delayed and not real time.
  • Lack of integration with other applications.
Prashant Choudhary | TrustRadius Reviewer

Engagio

  • Engagio is a very new platform, and there are some features I would really like to have, which I understand are coming. For my company, it's totally usable as-is, but it's important to understand that the following don't exist in the tool right now:
  • Single Sign-on support.
  • More advanced permissions than just admin/user
  • Ability to rename account lists
  • Ability to save report filters
  • Ability to change which account a lead matched to, if you identify that the automatic matching failed
José Rafael Parr | TrustRadius Reviewer

Alternatives Considered

ConvergeHub

ConvergeHub offers the best set of features and the interface that it does at a price that is by far the best out of its competitors. This has been an easy-to-sell product as the maximum amount of clients are startups or SMEs and budget is the main constraint for them, with which the views of ConvergeHub creators seem to align well.
Prashant Choudhary | TrustRadius Reviewer

Engagio

It's more account focussed and the UI is just easier to look at when taking in all the information in front of you. Salesforce I find to be too cluttered and a pain when it comes to creating accounts and contact views. Engagio is simple and highly recommended on my end!
Anonymous | TrustRadius Reviewer

Return on Investment

ConvergeHub

  • It helps increase the overall productivity by automating daily routine tasks.
  • Sales & marketing process becomes easier and more productive.
  • Workflow management is easier.
  • Overall productivity increases many-fold.
Prashant Choudhary | TrustRadius Reviewer

Engagio

  • Our company has software and services for very large health plans with lengthy sales cycles with multiple decisions makers. The reporting available has been a large ROI for us in helping achieving overall business objectives of targeting accounts.
  • It allows for more targeted account based marketing that helped us move forward with achieving our goals.
Tesia Ray | TrustRadius Reviewer

Screenshots

Pricing Details

ConvergeHub

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

ConvergeHub Editions & Modules

Edition
Lite$91
Professional$291
Premium$591
  1. per user - per month
Additional Pricing Details

Engagio

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Engagio Editions & Modules

Additional Pricing Details

Rating Summary

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