TrustRadius Insights
Small businesses have reported that CompanyHub is an affordable and user-friendly CRM software solution that effectively manages customer …
Starting at $19.99 per month, billed annually
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What is CompanyHub CRM?
CompanyHub is a Fully Customizable CRM: CompanyHub goes beyond storing custom fields. You can also create custom tables to store any kind of data like Projects, Payments, Schools, Properties, Courses etc. Records from different tables can be associated. You can…
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Get StartedPricing
Starter
$19.99
Cloud
per month, billed annually (saves 20%)
Professional
$39
Cloud
per month, billed annually (saves 20%)
Growth
$99
Cloud
per month, billed annually (saves 20%)
Entry-level set up fee?
- No setup fee
For the latest information on pricing, visithttps://integrately.com/pricing
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $19.99 per month, billed annually
Product Details
- About
- Integrations
- Competitors
- Tech Details
What is CompanyHub CRM?
CompanyHub is a Fully Customizable CRM: CompanyHub goes beyond storing custom fields. You can also create custom tables to store any kind of data like Projects, Payments, Schools, Properties, Courses etc. Records from different tables can be associated. You can change the labels (like change ‘Company’ to ‘Hospital’), filter records by any criteria, change columns and do reporting on any table/field.
According to the vendor, other capabilities include:
Followup Suggestions: CompanyHub tracks your conversations with your leads. You can mark them as very hot/ hot/cold/warm in 1 click using hotness meter. Accordingly, whenever there is lack of conversation, you get followup reminder. You can also set followup date yourself.
Visual Sales Pipeline: You can see all your inquiries / potential deal in 1 view and track them from start to end. As the deal progresses, just drag it to the next stage. You can also filter deals by the salesperson and do reporting on deals.
CompanyHub CRM Features
Sales Force Automation Features
- Supported: Customer data management / contact management
- Supported: Workflow management
- Supported: Territory management
- Supported: Opportunity management
- Supported: Integration with email client (e.g., Outlook or Gmail)
- Supported: Quote & order management
- Supported: Interaction tracking
- Supported: Channel / partner relationship management
Marketing Automation Features
- Supported: Lead management
- Supported: Email marketing
CRM Project Management Features
- Supported: Task management
- Supported: Billing and invoicing management
- Supported: Reporting
CRM Reporting & Analytics Features
- Supported: Forecasting
- Supported: Pipeline visualization
- Supported: Customizable reports
Customization Features
- Supported: Custom fields
- Supported: Custom objects
- Supported: API for custom integration
Security Features
- Supported: Role-based user permissions
Platform Features
- Supported: Mobile access
Additional Features
- Supported: Sales Bots
CompanyHub CRM Screenshots
CompanyHub CRM Video
CompanyHub CRM is a fully customizable CRM. Signup and setup your account in less than 30 minutes to SkyRocket your sales productivity : https://goo.gl/LEzxBx
CompanyHub CRM Integrations
CompanyHub CRM Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Apple iOS, Android, Windows Phone |
| Supported Countries | All |
| Supported Languages | English |
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
- Cons
- Recommendations
Small businesses have reported that CompanyHub is an affordable and user-friendly CRM software solution that effectively manages customer relationships. Users have consistently praised the company's customer service for being quick, courteous, and helpful. While the software offers automation tools that support marketing functions, some users have noted its focus on marketing over sales. Nonetheless, users have had positive experiences utilizing CompanyHub to achieve their marketing goals and efficiently manage customer relations.
One of the primary use cases for CompanyHub is its efficacy in email marketing. Users find the software invaluable when it comes to sending personalized and automated emails, tracking email opens, and scheduling emails in advance. Additionally, the software streamlines document storage, making it effortless for users to organize and retrieve electronic files. Automation of tasks is another notable feature of CompanyHub, as it facilitates streamlined processes and enables users to divert their attention to other crucial aspects of their business.
Users appreciate CompanyHub's ability to track clients from initial contact to closure and monitor daily client interactions. The platform serves as a centralized hub for managing customer contacts, facilitating remote collaboration, and staying updated on new tasks. This enhances workflow organization and project management efficiency. CompanyHub's simplicity, flexibility, and customization options make it seamless to integrate into various business models.
In summary, CompanyHub provides small businesses with an affordable CRM solution that effectively manages customer relationships. From executing email marketing campaigns to automating tasks and organizing workflows, CompanyHub streamlines operations while minimizing missed opportunities. With its user-friendly interface and customizable features tailored to specific needs, CompanyHub offers a comprehensive solution for sales management and ensuring exceptional customer satisfaction.
Easy to use for beginners: Users have found the system extremely easy to use, especially for those with limited experience in CRM systems. Many reviewers have mentioned that the intuitive user interface and customizable options make it effortless to navigate and tailor the system according to their specific needs.
Integration capabilities: The integration capabilities of the system have been highly praised by users. They appreciate how easy it is to connect with thousands of other platforms through Integrately, allowing them to streamline their workflow and enhance productivity.
Responsive customer service: Users have consistently highlighted the attentive and helpful customer service provided by the Company Hub team. Numerous reviewers have expressed their satisfaction with the promptness and responsiveness of the support staff, making them feel valued and supported throughout their experience with CompanyHub.
Email Tracking Inaccuracy: Users have experienced issues with email tracking, questioning the accuracy of the pixel. Several reviewers mentioned that the tracking feature did not always provide reliable data on email opens and clicks, leading to doubts about its effectiveness.
Limited Integration and Rudimentary Cost Estimates: Some users found the cost estimates and invoicing features to be rudimentary and desired better integration. A number of reviewers expressed frustration with the limited functionality of these features, stating that they lacked advanced options for creating accurate cost estimates and invoices. They also wished for better integration with other tools to streamline their financial processes.
Difficulties with Software Flexibility: Some users found the flexibility of the software difficult to use and preferred well-built templates. Several reviewers mentioned that while customization options were available, they felt overwhelmed by the complexity of configuring the software according to their specific needs. They suggested having more pre-designed templates as a simpler alternative.
Users commonly recommend the software for organizations with small teams who are looking to increase productivity and gain visibility in their data. They suggest that micro businesses can benefit from automation and increased efficiency by using this software. Users frequently recommend trying out the free trial to determine if the software aligns with their company's needs. They also highlight that the software is easy to use, saves time, and helps users stay organized. Additionally, users recommend taking advantage of the trial to gain more insight into the capabilities of the tool. Another common recommendation is to utilize the software's versatility, power, and scalability as it grows with the user. Some users believe that the software is a must-have for any sales team. Furthermore, users appreciate that the software is well-built and comes with responsive customer service. Lastly, many users mention that the software is easy to use and fully-featured at a fraction of the price compared to other options in the market.