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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    ConvergeHub

    Score8 out of 10
    Small Businesses (1-50 employees)
    ConvergeHub is a converged CRM for SMBs. According to the vendor, this solution can manage all of your sales, marketing, support, and billing needs, with a converged, full-featured, yet extremely easy-to-use CRM that is priced within reach. The vendor’s value proposition is that the features are optimized for small to medium-sized businesses that have the same needs as large corporations–but don’t have massive budgets to integrate or pay for expensive add-ons. All ConvergeHub CRM…

    $9

    per user - per month

    Planview AdaptiveWork

    Score8.8 out of 10
    N/APlanview AdaptiveWork is a web-based collaborative work management software. Planview AdaptiveWork enables users to connect employees and partners and create documents, reports and specialized workflow automation. Planview AdaptiveWork is designed to work across multiple teams to enable cross-company task, project, and resource management.N/A
    Pricing
    ConvergeHubPlanview AdaptiveWork
    Editions & Modules
    Lite
    $9
    per user - per month
    Professional
    $29
    per user - per month
    Premium
    $59
    per user - per month
    No answers on this topic
    Offerings
    Pricing Offerings
    ConvergeHubPlanview AdaptiveWork
    Free Trial
    YesYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesYes
    Entry-level Setup FeeOptionalOptional
    Additional Details——
    More Pricing Information
    Community Pulse
    ConvergeHubPlanview AdaptiveWork
    Considered Both Products
    ConvergeHub
    No answer on this topic
    Planview
    No answer on this topic
    Key User Insights
    Would buy again
    No answers on this topic
    93%
    Would buy again
    27 Answers
    Delivers good value for the price
    No answers on this topic
    96%
    Delivers good value for the price
    23 Answers
    Happy with the feature set
    No answers on this topic
    90%
    Happy with the feature set
    26 Answers
    Lived up to sales and marketing promises
    No answers on this topic
    82%
    Lived up to sales and marketing promises
    14 Answers
    Implementation went as expected
    No answers on this topic
    84%
    Implementation went as expected
    16 Answers
    Features
    ConvergeHubPlanview AdaptiveWork
    Sales Force Automation
    Comparison of Sales Force Automation features of ConvergeHub and Planview AdaptiveWork
    Feature
    ConvergeHub
    8.3
    1 Ratings
    6% above category average
    Planview AdaptiveWork
    -
    Ratings
    Customer data management / contact management9.01 Ratings00 Ratings
    Workflow management9.01 Ratings00 Ratings
    Territory management8.01 Ratings00 Ratings
    Opportunity management9.01 Ratings00 Ratings
    Integration with email client (e.g., Outlook or Gmail)7.01 Ratings00 Ratings
    Contract management8.01 Ratings00 Ratings
    Quote & order management9.01 Ratings00 Ratings
    Interaction tracking8.01 Ratings00 Ratings
    Channel / partner relationship management8.01 Ratings00 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of ConvergeHub and Planview AdaptiveWork
    Feature
    ConvergeHub
    7.0
    1 Ratings
    10% below category average
    Planview AdaptiveWork
    -
    Ratings
    Case management7.01 Ratings00 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of ConvergeHub and Planview AdaptiveWork
    Feature
    ConvergeHub
    9.0
    1 Ratings
    15% above category average
    Planview AdaptiveWork
    -
    Ratings
    Lead management9.01 Ratings00 Ratings
    Email marketing9.01 Ratings00 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of ConvergeHub and Planview AdaptiveWork
    Feature
    ConvergeHub
    9.0
    1 Ratings
    16% above category average
    Planview AdaptiveWork
    -
    Ratings
    Task management9.01 Ratings00 Ratings
    Billing and invoicing management9.01 Ratings00 Ratings
    Reporting9.01 Ratings00 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of ConvergeHub and Planview AdaptiveWork
    Feature
    ConvergeHub
    8.0
    1 Ratings
    5% above category average
    Planview AdaptiveWork
    -
    Ratings
    Pipeline visualization8.01 Ratings00 Ratings
    Customizable reports8.01 Ratings00 Ratings
    Customization
    Comparison of Customization features of ConvergeHub and Planview AdaptiveWork
    Feature
    ConvergeHub
    7.5
    1 Ratings
    2% below category average
    Planview AdaptiveWork
    -
    Ratings
    Custom fields8.01 Ratings00 Ratings
    API for custom integration7.01 Ratings00 Ratings
    Platform
    Comparison of Platform features of ConvergeHub and Planview AdaptiveWork
    Feature
    ConvergeHub
    9.0
    1 Ratings
    17% above category average
    Planview AdaptiveWork
    -
    Ratings
    Mobile access9.01 Ratings00 Ratings
    Security
    Comparison of Security features of ConvergeHub and Planview AdaptiveWork
    Feature
    ConvergeHub
    9.0
    1 Ratings
    7% above category average
    Planview AdaptiveWork
    -
    Ratings
    Role-based user permissions9.01 Ratings00 Ratings
    Best Alternatives
    ConvergeHubPlanview AdaptiveWork
    Small Businesses
    Salesflare
    Score10 out of 10
    Autotask PSA
    Score7.7 out of 10
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    Workday Professional Services Automation
    Score8.2 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    Workday Professional Services Automation
    Score8.2 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    ConvergeHubPlanview AdaptiveWork
    Likelihood to Recommend
    8.0
    (1 ratings)
    7.7
    (78 ratings)
    Likelihood to Renew
    -
    (0 ratings)
    7.5
    (26 ratings)
    Usability
    -
    (0 ratings)
    7.3
    (5 ratings)
    Availability
    -
    (0 ratings)
    8.2
    (3 ratings)
    Performance
    -
    (0 ratings)
    9.1
    (5 ratings)
    Support Rating
    -
    (0 ratings)
    10.0
    (7 ratings)
    In-Person Training
    -
    (0 ratings)
    8.2
    (2 ratings)
    Online Training
    -
    (0 ratings)
    5.4
    (5 ratings)
    Implementation Rating
    -
    (0 ratings)
    8.2
    (4 ratings)
    Configurability
    -
    (0 ratings)
    8.0
    (1 ratings)
    Ease of integration
    -
    (0 ratings)
    8.2
    (1 ratings)
    Vendor post-sale
    -
    (0 ratings)
    9.1
    (1 ratings)
    Vendor pre-sale
    -
    (0 ratings)
    9.1
    (1 ratings)
    User Testimonials
    ConvergeHubPlanview AdaptiveWork
    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.
    Incentivized
    Read full review
    Planview
    I've been an AdaptiveWork (Clarizen) admin for the past 14 years, so I've seen much improvement since I started working with the product. I'm very happy we can utilize the hybrid mode by using the cards, I think this was long overdue but it works very well.
    Incentivized
    Read full review
    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.
    Incentivized
    Read full review
    Planview
    • Many ways to acclimate to the system; documentation, videos, community, and contacts.
    • Planview provides scalable customization options tailored to the unique needs of each business unit or department. Easily add or remove fields in the system. As the admin, it was easy to learn how to configure.
    • Offers flexibility to adapt to existing systems and align with organizational workflows and processes. There are multiple ways to customize each part of the system to meet our needs.
    Incentivized
    Read full review
    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.
    Incentivized
    Read full review
    Planview
    • When it comes to reports, it would be great if there was an easy way to roll-up the results instead of having to create configurations to summarize data.
    • The consultant experience has not been great when it comes to more advanced needs for configurations. The consultants are in a different timezone which limits hours to work together and it seems hours are spent trying to determine what the requirement is and when the initial thought is that the configuration is possible, it may result in not being able to assist.
    • Charts in the reports section are not able to be exported
    • When pulling a report together, you need to make sure you pull from the right "item" or level. If you decide you need data that resides in another "item" or level, you need to re-do the report from the beginning.
    • Because the system is so configurable and I imagine different clients use the system differently, when you need something automated in your account, where you need to pull a consultant or SME in, the person doesn't necessarily understand your configurations and how things work so they are unable to give recommendations on how to solve problems that don't impact other configurations you already have set up in the system.
    • Templates cannot be updated unless they are pulled into a project and then re-saved. In the templates module, you are not able to open a template and edit to re-save. Therefore, making updates to a template can be very time consuming having to find a project to use to pull it in, make updates, re-save and then pull out. It would be great if the templates module allowed you to edit the templates and re-save.
    Incentivized
    Read full review
    Likelihood to Renew
    ConvergeHub
    No answers on this topic
    Planview
    I give my renewal of this product a 9. It's only because we never know what product may come out next and how other factors in our office political environment may cause impact upon this. If I always had my way, this is what we'd settle on as our de facto project management system.
    Read full review
    Usability
    ConvergeHub
    No answers on this topic
    Planview
    It is easy to configure, intuitive. The customization process is in some ways better than Salesforce.com. It has a great UI. It does however depend on how it's implemented.

    The design of it is generally fine, however the ability to data upload people from a spreadsheet is an obvious miss.
    Read full review
    Reliability and Availability
    ConvergeHub
    No answers on this topic
    Planview
    Sometimes it is slow when everyone is entering their time on Fridays or Mondays but other than that we rarely see downtime and maintenance notifications are well in advance.
    Read full review
    Performance
    ConvergeHub
    No answers on this topic
    Planview
    Reports: Quick to Reasonable

    Most Ancillary Pages: Quick to Reasonable
    (By "ancillary" I mean lesser used/master data maintenance pages - e.g. People, Customers, Individual Tasks, Milestones, etc.)

    Work Plan (with 100 sub items): Reasonable to Slow
    Read full review
    Support Rating
    ConvergeHub
    No answers on this topic
    Planview
    It's a good experience overall. Clarizen was useful when needed. It's mostly needed for advice on how to do more sophisticated actions or how to change something that was set up administratively. It's seldom used otherwise. The product consistently works, the documentation is acceptable, and the generally intuitive product is easy enough for most staff to pick up without much issue.
    Incentivized
    Read full review
    In-Person Training
    ConvergeHub
    No answers on this topic
    Planview
    • We worked with a Project Manager on their side. He was very good about developing a project plan to hit our goal. I think we had weekly or twice weekly calls – very steady cadence over 3 month period.
    • Their PM skills were great – kept us on task. For the last week, they sent 2 people on site and they did training for power users. After that a couple of them revisited here
    Read full review
    Online Training
    ConvergeHub
    No answers on this topic
    Planview
    Our trainer, Alex, is exceptional and knows the product really well. I swear he must have wrote the product himself! His manner with training is very easy going, gives you homework that is applicable to what you need to learn and stages it correctly for you. It was a pleasure to be trained by him.
    Read full review
    Implementation Rating
    ConvergeHub
    No answers on this topic
    Planview
    We have been able to implement AdaptiveWork pretty easily but it requires updating of resource availability and continuous training as roles change and new people join the company. Other documentation is used such as spreadsheets for longer range planning and project approval
    Incentivized
    Read full review
    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.
    Incentivized
    Read full review
    Planview
    Planview AdaptiveWork was the right size, at the right price point that fit our customization and integration flexibility. It is intuitive to use but allowed us to add complexity as our needs grew
    Incentivized
    Read full review
    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.
    Incentivized
    Read full review
    Planview
    • By implementing Planview AdaptiveWork on a company-wide level, we have been able to remove the other project management tools we have been using and consolidate our costs for technology down to a single tool
    • The ability to incorporate cross-departmental work and communication has streamlined our project management processes to a point where we can work seamlessly together without interruption trying to consider the gaps between tools
    • Reporting capabilities from the unified tool has given our leadership insight and the ability to make strategic business decisions more effectively than ever
    Incentivized
    Read full review
    ScreenShots

    ConvergeHub Screenshots

    Screenshot of ConvergeHub dashboard provides a quick and precise snapshot of the key business metrics, namely – Deals by Expected Close Date; Leads by Source; Lead Acquisition & Deal Acquisition and so on.Screenshot of ConvergeHub calendar  allows users to schedule, reschedule, organize, add and edit the tasks. Users can share the calendar with colleagues for quick collaboration. They can check tasks due dates and get notified about upcoming meetings.Screenshot of Users can frame and run marketing campaigns across four broadcast mediums – Email, Direct Mail, SMS and Social. At the end of every campaign, they can use the cross-channel campaign tracking feature to measure the campaign performance and identify the most profitable channels.Screenshot of ConvergeHub provides Case History
 for every customer stored in the CRM. The case history section includes  important details like - total number of cases, assigned customer support agents, case resolution status and case closure date.Screenshot of ConvergeHub Library module enables users to store, share and manage important files, collaterals, brochures, presentations and case studies for every target, lead, account, contact, deal and customer.Screenshot of ConvergeHub facilitates its users to store all business contacts within one  unified database that is accessible round-the-clock from any internet-enabled device. The contact details section includes information such as  email, phone number, meeting notes, to-do lists and documents. Users can customize the contacts management section and add comments, notes, events and files to the contacts.

    Planview AdaptiveWork Screenshots

    Screenshot of AdaptiveWork's Portfolio ManagementScreenshot of Integration Through an Array of AppsScreenshot of Real-Time Project ManagementScreenshot of Social Collaboration - From Ideation to Project Delivery