ConvergeHub

Cloud-based CRM software for SMBs

Languages supported: English, Spanish

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 1

9.6/10 (Expert Score) ★★★★★
Product is rated as #35 in category Billing Software
Ease of use
9.1
Support
9.7
Ease of Setup
7.9

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ConvergeHub is an enterprise-grade CRM, with Sales, Marketing, Support and Billing, for managing all customer related activities from one unified platform. It is a high-horsepower business-growth platform built for small and mid-size businesses.

You can use ConvergeHub to accomplish all customer related activities through every stage of the customer lifecycle. Use it to attract leads, send campaigns, nurture prospects, close sales, answer support tickets, generate contracts, store documents, manage products or services, send quotations, create invoices, and more. ConvergeHub’s powerful customization and automation features let you configure and automate your own business processes and skyrocket productivity.

ConvergeHub’s 360-degree prospect and customer view gives you in-depth actionable insights, allows you to keep track of all touchpoints through activity history, and lets you plan upcoming conversations with prospects and customers through any channel – email, phone, text, fax or social. Comments, notes, tags, tasks, appointments, calendars, reminders, notifications come together to keep you connected and up-to-date.

You can segment your lists, create templates and run marketing campaigns through email and text. Keep in close touch with your customers by tracking customer service cases and responding to them quickly. Get paid quickly by creating quotations and sending invoices for your products and services right from the CRM and track payments as you receive them. Report Builder and customizable Dashboards lets you create your own reports and visually track progress of every area of the business.

ConvergeHub integrates with other software through many native integrations such as QuickBooks, DocuSign, PandaDoc, Ringcentral, Twilio, Office365, Box, Dropbox, WordPress, etc. and also through Zapier, Piesync, APIs and Webhooks.

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Customer Reviews

ConvergeHub Reviews

Bernard P.

Advanced user of ConvergeHub
★★★★★
World Class Capabilities and Value in One Comprehensive Marketing and Sales Platform

What do you like best?

What I like most about ConvergeHub is getting the best value for my money; Especially as compared to other offerings such as Salesforce or HubSpot. You just can't beat the value proposition ConvergeHub offers.

Sales, Marketing, Service and Billing all in one platform. In my use case, ConvergeHub also provides a seamless integration with both my Quickbooks and Phone System. Sales automation and Drip Marketing Automation make ConvergeHub an easy choice for cost-conscious organizations.

What do you dislike?

As others have mentioned, the UX UI need some more development efforts but in all honesty, it's workable and we expect to see major improvements over the next few sprints.

There is a learning curve is with all users dealing with a new CRM platform but support is amazing and they have loads of videos and documentation on their website.

Recommendations to others considering the product:

Do yourself a favor.

Just grab the 30 day trial, then setup a demo and onboarding session with Shampa's team.

They are amazing!

What problems are you solving with the product? What benefits have you realized?

ConvergeHub helps us solve our Outbound Business Development, Sales and Marketing Automation challenges. The fact it's an integrated system, not a collection of different softwares saves us time and money as compared to using multiple different products to do what ConverHub already does out of the box with a little customization.

Review source: G2.com

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