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ConvergeHub

ConvergeHub

Overview

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…

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Learn from top reviewers

Best budget CRM for startups and SMEs

Rating: 8 out of 10
March 9, 2020
IncentivizedVetted ReviewVerified User
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 pr...
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Prashant Choudhary
Manager - Sales
Business Development Manager
EMTEX ENGINEERING PRIVATE LIMITED
ConvergeHub1 year of experience
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Pricing

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Lite

$9

Cloud
per user - per month

Professional

$29

Cloud
per user - per month

Premium

$59

Cloud
per user - per month

Entry-level set up fee?

  • Setup fee optional
For the latest information on pricing, visithttp://www.convergehub.com/trustradius

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
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Product Demos

ConvergeHub Review: Is ConvergeHub Any good?

YouTube
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Product Details

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

  • 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: Contract management
  • Supported: Quote & order management
  • Supported: Interaction tracking
  • Supported: Channel / partner relationship management

Customer Service & Support Features

  • Supported: Case 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: Pipeline visualization
  • Supported: Customizable reports

Customization Features

  • Supported: Custom fields
  • Supported: API for custom integration

Security Features

  • Supported: Role-based user permissions

Platform Features

  • Supported: Mobile access

Additional Features

  • Supported: Document Management and Collaboration
  • Supported: Products and Services
  • Supported: Sales Process Tracking
  • Supported: Dynamic Dashboards
  • Supported: 3rd Party integrations
  • Supported: Open APIs

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.

ConvergeHub Videos

Visit https://vimeo.com/convergehub to watch ConvergeHub video.

ConvergeHub Integrations

ConvergeHub Competitors

ConvergeHub Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android, Mobile Web
Supported CountriesUSA, UK, AUSTRALIA, CANADA
Supported LanguagesEnglish, Thai

ConvergeHub Customer Size Distribution

Consumers5%
Small Businesses (1-50 employees)65%
Mid-Size Companies (51-500 employees)30%
Enterprises (more than 500 employees)0%
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Comparisons

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Reviews From Top Reviewers

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!

ConvergeHub has successfully addressed the need for multiple third-party solutions in communication with potential customers, integrating solutions from SMTP to SMS. This integration has proven to be a time and cost-saving feature, eliminating the need for technical expertise or CRM consultants. Users have reported increased productivity and ease of use in deal tracking and sales reporting, appreciating the centralized data that fosters collaboration and efficiency within their teams. By centralizing various aspects of business development, sales, and marketing automation, ConvergeHub has become a solid and cost-effective CRM solution with valuable customization options and third-party app integrations. Furthermore, users have found ConvergeHub to be instrumental in building strong customer relationships, tracking leads, managing customers, and streamlining the sales process. With its intuitive interface, comprehensive features, and great value for money, ConvergeHub has garnered high recommendations from satisfied users across different industries.

Intuitive and Easy to Use: Users have consistently praised the intuitive and user-friendly interface of ConvergeHub, with many stating that it is much more straightforward compared to other CRMs they have used. Several reviewers found the software easy to set up and customize according to their specific needs without requiring extensive training.

All-in-One Solution: The all-in-one nature of ConvergeHub has been highly appreciated by users, as it enables them to manage multiple aspects of their business in one place. This feature has proven particularly useful for those who prioritize productivity and efficiency, allowing them to streamline their operations.

Value for Money: Many users have highlighted the value for money that ConvergeHub offers compared to other CRM options like Salesforce or HubSpot. They feel that ConvergeHub provides the best value proposition by offering necessary features at an affordable price point.

Outdated User Interface: Some users have mentioned that the user interface of the software is outdated and in need of a fresher design. They feel that the current design does not meet modern aesthetic standards and could benefit from a more visually appealing and intuitive layout.

Limited Integrations: A drawback pointed out by users is the lack of native integrations with other Saas solutions. This limitation restricts their ability to seamlessly connect and share data between different software platforms, leading to inefficiencies and extra manual work.

Steep Learning Curve: Initially, a few users found the learning curve of the CRM platform to be steep. However, they appreciated the availability of helpful resources on the website, such as tutorial videos, which facilitated their learning process and allowed them to overcome this initial challenge.

Users commonly recommend starting with ConvergeHub for future CRM needs. They suggest trying the 30-day trial and setting up a demo and onboarding session with Shampa's team. According to users, ConvergeHub is a powerful and affordable CRM with many features and functionality. Users advise doing a trial first to see if ConvergeHub fits their needs. They also suggest watching YouTube videos and tutorials to learn and implement the features of ConvergeHub. Additionally, users recommend taking time to think about the required functionality and finding it in ConvergeHub. Users believe that ConvergeHub is a powerful program that can handle sales, marketing, operations, and finance. They recommend ConvergeHub as a great choice to eliminate barriers to entry for a CRM. Users suggest giving ConvergeHub a try as it is an easy platform with potential. They also recommend getting in early to guide the product towards desired improvements. Overall, users find ConvergeHub to simplify and consolidate the CRM process, making it worth considering for businesses' CRM needs.

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(1-1 of 1)

Best budget CRM for startups and SMEs

Rating: 8 out of 10
Incentivized
March 09, 2020
PC
Prashant Choudhary
Business Development Manager
EMTEX ENGINEERING PRIVATE LIMITED (Machinery, 201-500 employees)
Vetted Review
Verified User
ConvergeHub
1 year of experience
View profile
Use Cases and Deployment Scope
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.
Pros
  • 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.
Cons
  • 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.
Likelihood to Recommend
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.
ConvergeHub Feature Ratings
Sales Force Automation (9)
83.33333333333334%
8.3
Customer data management / contact management
90%
9.0
Workflow management
90%
9.0
Territory management
80%
8.0
Opportunity management
90%
9.0
Integration with email client (e.g., Outlook or Gmail)
70%
7.0
Contract management
80%
8.0
Quote & order management
90%
9.0
Interaction tracking
80%
8.0
Channel / partner relationship management
80%
8.0
Customer Service & Support (1)
70%
7.0
Case management
70%
7.0
Marketing Automation (2)
90%
9.0
Lead management
90%
9.0
Email marketing
90%
9.0
CRM Project Management (3)
90%
9.0
Task management
90%
9.0
Billing and invoicing management
90%
9.0
Reporting
90%
9.0
CRM Reporting & Analytics (2)
80%
8.0
Pipeline visualization
80%
8.0
Customizable reports
80%
8.0
Customization (2)
75%
7.5
Custom fields
80%
8.0
API for custom integration
70%
7.0
Security (1)
90%
9.0
Role-based user permissions
90%
9.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software
N/A
N/A
Platform (1)
90%
9.0
Mobile access
90%
9.0
Return on Investment
  • 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.
Alternatives Considered
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.
Other Software Used
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