ConvergeHub Reviews

2 Ratings
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Score 8.0 out of 100

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March 09, 2020
Prashant Choudhary | TrustRadius Reviewer
Score 8 out of 10
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Verified User
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This is a CRM software that has the best set of features in a budget CRM, the pricing is the best thing there is, and it actually converges everything i.e. all the business processes can be done at a single place and if anything is amiss, it's really easy to figure out. The entire business, for a small to medium enterprise, can be run from this CRM.
  • 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.
  • 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.
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.
Read Prashant Choudhary's full review

ConvergeHub Scorecard Summary

Feature Scorecard Summary

Customer data management / contact management (1)
Workflow management (1)
Territory management (1)
Opportunity management (1)
Integration with email client (e.g., Outlook or Gmail) (1)
Contract management (1)
Quote & order management (1)
Interaction tracking (1)
Channel / partner relationship management (1)
Case management (1)
Lead management (1)
Email marketing (1)
Task management (1)
Billing and invoicing management (1)
Reporting (1)
Pipeline visualization (1)
Customizable reports (1)
Custom fields (1)
API for custom integration (1)
Role-based user permissions (1)
Mobile access (1)

What is ConvergeHub?

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 features are built-in, work together, and have a uniform look and behavior. Businesses can use ConvergeHub to automate typical day-to-day tasks and marketing automation processes within a simple and intuitive interface.

ConvergeHub Features

Sales Force Automation Features

Has featureCustomer data management / contact management
Has featureWorkflow management
Has featureTerritory management
Has featureOpportunity management
Has featureIntegration with email client (e.g., Outlook or Gmail)
Has featureContract management
Has featureQuote & order management
Has featureInteraction tracking
Has featureChannel / partner relationship management

Customer Service & Support Features

Has featureCase management

Marketing Automation Features

Has featureLead management
Has featureEmail marketing

CRM Project Management Features

Has featureTask management
Has featureBilling and invoicing management
Has featureReporting

CRM Reporting & Analytics Features

Has featurePipeline visualization
Has featureCustomizable reports

Customization Features

Has featureCustom fields
Has featureAPI for custom integration

Security Features

Has featureRole-based user permissions

Platform Features

Has featureMobile access
Additional Features
Has featureDocument Management and Collaboration
Has featureProducts and Services
Has featureSales Process Tracking
Has featureDynamic Dashboards
Has feature3rd Party integrations
Has featureOpen APIs

ConvergeHub Screenshots

ConvergeHub Videos (2)

ConvergeHub Integrations

GoToMeeting, DocuSign, Mailchimp, RingCentral, NetFortris (formerly Fonality), QuickBooks Online and Offline, Microsoft Outlook, Twilio, Google Calendar, Google Contacts, Gmail, IMAP

ConvergeHub Competitors

ConvergeHub Pricing

  • Has featureFree Trial Available?Yes
  • Does not have featureFree or Freemium Version Available?No
  • Has featurePremium Consulting/Integration Services Available?Yes
  • Entry-level set up fee?Optional
EditionPricing DetailsTerms
Lite$9per user - per month
Professional$29per user - per month
Premium$59per user - per month

ConvergeHub Customer Size Distribution

Small Businesses (1-50 employees)
Mid-Size Companies (51-500 employees)
Enterprises (> 500 employees)

ConvergeHub Support Options

 Free VersionPaid Version
Live Chat
Social Media
Video Tutorials / Webinar

ConvergeHub Technical Details

Deployment Types:SaaS
Operating Systems: Unspecified
Mobile Application:Apple iOS, Android, Mobile Web
Supported Countries:USA, UK, AUSTRALIA, CANADA
Supported Languages: English, Thai