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ConvergeHub provides a customer relationship management (CRM) system and sales and marketing automation solutions For small and medium businesses. It allows users to manage sales activity and leads, and also keep contact lists and build campaigns.

Users can manually enter contact information or import it from Microsoft Outlook. Communication summaries show how staff and clients interact. Lists of contacts can also be saved to Excel and PDF. Customers’ bought items and services, as well as marketing performance data, are available to users. Marketing can be distributed by email, direct mail, text messaging, and social media to clients. Users can also get email templates using the system.

ConvergeHub’s sales dashboard provides details on sales, such as the estimated closing date, lead acquisition, lead source, and deal acquisition. The dashboard settings can be customized, and the pipeline can be visualized at various stages. Account name, assignee, lead source, sales process, sales stage, deal type, deal value, estimated closing date, and conversion probability is all stored in the deals management module.

 

ConvergeHub Pricing & Plans

 

Free Plan:            Not Available

Free Trial:            Available

Starting Price:    $11.00 per month

View Full Pricing and Plans of ConvergeHub ⮞

 

ConvergeHub Features

 

  • Task Management
  • Team Assignments
  • Alerts/Notifications
  • Calendar/Reminder System
  • Campaign Management
  • Client Management
  • Collaboration Tools
  • Contact Management
  • Customer Database
  • Customer Service Analytics
  • Customer Support
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Document Management
  • Document Storage
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Expense Tracking
  • Interaction Tracking
  • Internal Chat Integration
  • Knowledge Base Management
  • Knowledge Management
  • Lead Management
  • Lead Qualification
  • Marketing Automation
  • Performance Metrics
  • Quotes/Estimates
  • Referral Tracking
  • Relationship Tracking
  • Search/Filter

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