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ConvergeHub
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Score 8.0 out of 101
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ConvergeHub
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About 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.
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
Does not have featureCall center management
Does not have featureHelp desk 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
Does not have featureForecasting
Has featurePipeline visualization
Has featureCustomizable reports
Customization Features
Has featureCustom fields
Does not have featureCustom objects
Does not have featureScripting environment
Has featureAPI for custom integration
Security Features
Has featureRole-based user permissions
Does not have featureSingle sign-on capability
Social CRM Features
Does not have featureSocial data
Does not have featureSocial engagement
Integrations with 3rd-party Software Features
Does not have featureMarketing automation
Does not have featureCompensation management
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
Show unsupported features
ConvergeHub Screenshots
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.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.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.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.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.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.
ConvergeHub Integrations
GoToMeeting, DocuSign, Mailchimp, RingCentral, NetFortris (formerly Fonality), QuickBooks Online and Offline, Microsoft Outlook, Twilio, Google Calendar, Google Contacts, Gmail, IMAP
ConvergeHub Competitors
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
| Edition | Pricing Details | Terms |
|---|---|---|
| Lite | $9 | per user - per month |
| Professional | $29 | per user - per month |
| Premium | $59 | per user - per month |
ConvergeHub Customer Size Distribution
| Consumers | 5% | |
| Small Businesses (1-50 employees) | 65% | |
| Mid-Size Companies (51-500 employees) | 30% | |
| Enterprises (> 500 employees) | 0% |
ConvergeHub Support Options
| Free Version | Paid Version | |
|---|---|---|
| Phone | ||
| Live Chat | ||
| FAQ/Knowledgebase | ||
| 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 |