Best budget CRM for startups and SMEs
Prashant Choudhary | TrustRadius Reviewer
March 09, 2020

Best budget CRM for startups and SMEs

Score 8 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with ConvergeHub

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 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.
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.
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

Customer data management / contact management
9
Workflow management
9
Territory management
8
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
7
Contract management
8
Quote & order management
9
Interaction tracking
8
Channel / partner relationship management
8
Case management
7
Lead management
9
Email marketing
9
Task management
9
Billing and invoicing management
9
Reporting
9
Pipeline visualization
8
Customizable reports
8
Custom fields
8
API for custom integration
7
Role-based user permissions
9
Mobile access
9