Features(All)

27

Sep

What's new in ConvergeHub (Release Update on 17th September 2016)

One of the common resistances towards CRM user adoption is the exhaustive data entry which comes along with it. Most CRM users complain of wasting hours entering chunks of information into the software which leaves them with little time to act. ConvergeHub has Quick Create Forms for all major modules such as Leads, Accounts, Contacts, Deals etc and has now extended it to other modules such as Lists, Cases, Knowledge Base, Notifications, Tags and Payments. This feature lets users add data into the CRM in seconds that enables them to concentrate on other critical matters.   Read More

Whats new in Convergehub

21

Sep

The power of Field Level Customization in ConvergeHub CRM

ConvergeHub CRM can be easily customized to closely fit different industries, their nomenclature and unique operational processes. And while other CRMs demand coding for any customization to be made, ConvergeHub empowers users to customize elements in the CRM without developer support. This blog talks about the robust field level customization feature available in ConvergeHub, what benefits it provides to businesses and how it can be done easily without any IT knowledge.   Read More

Creating Custom Fields in ConvergeHub CRM

6

Sep

What's new in ConvergeHub (Release Update on 6th August 2016)

As a part of its monthly update, ConvergeHub has introduced a new customization feature within its CRM called the Layout Editor. It empowers users to design different layouts for ConvergeHub pages through the help of Headers, Custom Fields, Spaces and Color-based separators. This feature can be applied to customize pages under the key CRM sections such as Leads, Accounts, Contacts, Deals, Cases, Events and Invoices and so on. This blog describes the functionality of Layout Editor in detail, providing a step-by-step visual instruction on how to use it.   Read More

ConvergeHub Layout Editor

22

Apr

What's new in ConvergeHub (Release Update on 18th March 2016)

ConvergeHub has released a new set of features within its cloud CRM platform. The focus for this release update has been to remove the extremely common pains users bump into while running the business. So new features such as Web to Lead multiple document upload, Option to add attachments to library sub-panel from email module and Signature placement option in DocuSign template have been added to the CRM. Get to know the benefits of each feature in detail in the blog.   Read More

 ConvergeHub Feature Release

22

Feb

What's new in ConvergeHub (Release Update on 19th February 2016)

ConvergeHub has released a new set of crucial updates within its CRM application. These include – Lead Clipper tool, Round Robin assignment system, Email history view status and Reply All and Forward functionalities in Gmail and IMAP. This feature release blog illustrates each of the four features in detail with screen shots and explains how they will benefit ConvergeHub users in multiple ways.   Read More

What New In ConvergeHub 2016

9

Jan

What's new in ConvergeHub (Release Update on 28th December 2015)

ConvergeHub has released a new set of updates within its CRM application. The updates include Email Editor, Email Tracking and Transfer options along with Auto Login API for technology partners. All these features are live and ready to be used within the application. Read this feature release blog to get a more detailed view into each of them and learn how they will greatly benefit ConvergeHub users.   Read More

What's new in ConvergeHub

12

Dec

What's new in ConvergeHub (Release Update on 11th December 2015)

Cloud CRM software ConvergeHub has released a crucial set of updates. These updates have been implemented based on the needs of the existing and potential ConvergeHub users. The highlight of this feature release is QuickBooks Online integration. It has already got a lot of appreciation from CRM experts as ConvergeHub is one of the very few CRMs that offers a two-way sync with QuickBooks Online. Read the blog to get a more detailed view into the list of features integrated within ConvergeHub,   Read More

ConvergeHub Feature Update

29

Sep

Advanced Project Management with CRM software ConvergeHub

Managing projects can be difficult if there is lack of organization in it. That is why, it is essential that businesses use a tool that helps them manage the project right from inception to billing. However, while large enterprises have the bandwidth to invest on dedicated project management tools, SMBs can save their money by getting a CRM that offers Project Management feature integration. CRM software ConvergeHub is now equipped with the capabilities of an advanced project management application. Read the blog to get a detailed tour of ConvergeHub Project Management feature.   Read More

Advanced Project Management with CRM software ConvergeHub

31

Jul

ConvergeHub + QuickBooks (Online)

After successfully integrating with the QuickBooks Offline app, ConvergeHub has made a smooth integration with QuickBooks Online app as well. Now all ConvergeHub users who use QuickBooks Online can manage their organization-wide finances straight from the CRM itself. The hassle of changing the workflow or moving back or forth between tabs is history now. This blog delves upon the integration of ConvergeHub and QuickBooks Online in detail, pointing out the benefits that users will gain from it.   Read More

QuickBooks integration with ConvergeHub

17

Jul

What's new in ConvergeHub (Release Update on 14th July 2015)

As one of the most preferred CRM application providers, our endeavor is to keep evolving the application to meet the dynamic requirements of the customers. In regards to this, we have rolled out our next production release that incorporates a bunch of new critical functionalities. Check these out and see how CRM application ConvergeHub is now much better at managing business.   Read More

What is new in ConvergeHub

26

Jun

ConvergeHub+Gmail smoothly working together!

ConvergeHub has announced Google Mail app integration within its CRM platform. A much awaited integration for all the users, this combined functionality of CRM and Gmail will offer multifarious benefits. Without the constant hassle of browser bouncing or switching the workflow, users can access and update all Gmail data within the CRM, with all the modifications and updates automatically appended and populated within the Gmail account.   Read More

Gmail integration in ConvergeHub

18

Jun

What's new in ConvergeHub (Release Update on 16th June 2015)

ConvergeHub has rolled out its monthly update. The highlights of this release update include Payments and Cases. While payments is a new section that has been added into the CRM module, Cases module has been revised with a new set of updates and features such as Customized Messages, Case Landing Page and so on. Read the feature release to learn in details about all the updates done.   Read More

Changes in cases and payment module

9

Jun

Getting Started with ConvergeHub and Google Apps

ConvergeHub is one of those select cloud based CRM applications that offer a comprehensive Apps Store to the users. With names like Quickbooks, Docusign, GoToMeeting, Outlook and Twilio already present there, the latest name to get incorporated is two leading Google Apps – Google Contacts and Google Calendar. This blog provides a step-by-step explanation as to how users can integrate these two applications within their CRM ConvergeHub. Take a look.   Read More

Google Apps Integration

28

May

ConvergeHub + GoToMeeting

ConvergeHub is one of the select CRM applications that has went ahead with the integration of GoToMeeting within its platform. GoToMeeting is a solution that provides the facility of holding online meetings, screen sharing, HD video conferencing and audio conferencing. With the integration of GoToMeeting within ConvergeHub, now users can hold online meetings/discussions with customers, clients, colleagues or business associates from within the CRM. This blog gives a detailed outlook on ConvergeHub and GoToMeeting integration and shows the steps for adding the app into the CRM account.   Read More

GoTOMeeting Integration In Convergehub

18

May

Cases has become a whole lot better! (Release Update on 12th May 2015)

We are glad to announce the most-crucial update done within ConvergeHub application. What you get now is a revised and revamped 'Cases' module that is faster, better and effective! We have integrated add-ons like automation and streamlined communication within the section to help you deal better with your customer queries. So what are you waiting for? Read the Release Update to learn in detail about the new cases module and be ready to elevate your relationships with your customers.   Read More

cases has become a whole lot better

13

May

What's new in ConvergeHub (Release Update: 12th May 2015)

CRM application ConvergeHub has come up with its next product update focusing on Search, Report and Project modules. In view of the current set of feedbacks extracted from the users, these modules have been upgraded. In addition to these three, ConvergeHub has also went ahead with one of the major milestones that is multilingual feature. Yes, you read that right – finally ConvergeHub has announced to-be soon released Thai-language support. This is a great piece of news especially for our Thai-based users who are more comfortable in their native language than English.   Read More

whats-news-in-convergehub

13

May

How do you benefit from the Business Automation feature of ConvergeHub?

ConvergeHub offers business automation to help its users speed up their sales, marketing and support activities. Using the automation functionality, users can define a set of rules that get automatically executed when the set criteria is met. Right from assigning tasks to users to sending follow-up emails to customers - all these manual and behind-the-scene work gets computerized by the application. This improves efficiency by eliminating the manual work, reduces operating costs and accelerates the business process.   Read More

Business Automation

7

May

The benefit of running an Email Campaign through ConvergeHub

Thinking of promoting your product or service through an email marketing campaign. ConvergeHub can help you do that in a jiffy. Yes, you read that right! CRM application ConvergeHub provides you the benefit to execute email campaigns from within the CRM. You can choose from over 10 predefined email templates existing within the CRM or create a fresh new template depending on the requirement. In addition to the templates, ConvergeHub also lets you know the performance of the email campaigns to improve the future ones.   Read More

Benefit-of-email-campaign

7

May

How has ConvergeHub made Document Management easy?

Document Management is a key part of running any business. That helps in staying organized and process the activities faster. However, as days progress, files start to mount on the desks of the executives. Before the start of every meeting or during report documentation – employees go through endless files to find the right paper. To help with that process, more and more businesses are employing CRM with strong document management capability. Learn how CRM app ConvergeHub fits the bill perfectly here.   Read More

Document-Management

27

Apr

How ConvergeHub lets you import data in minutes?

Every business is investing in a CRM to generate more leads, close more deals and nurture customer relations. However, all this only happens when it is a robust CRM system integrated with all the data. But what if the CRM has a complex data import process? What if the team takes days to gather data from multiple sources, centralize it into a file and then manually import it into the CRM? CRM application ConvergeHub provides an automated process which make data import just a matter of few minutes. Learn how.   Read More

data import in convergehub

24

Apr

ConvergeHub + Outlook

CRM software ConvergeHub provides integration with Microsoft Outlook within its platform. This offers dual benefit to the users. First they get to integrate all the Outlook records within the ConvergeHub repository. Second, they access all the data stored within ConvergeHub from Outlook itself. In simple words, it offers the ease to work from any platform, without constantly hopping between the two. Needless to say, this saves time and also keeps the workflow simple and smooth.   Read More

convergehub-outlook-integration

14

Apr

ConvergeHub + Twilio

CRM software ConvergeHub has integrated the Twilio app to empower its users make calls and send text messages from within the CRM. By offering the cloud telephony and messaging support functionality, ConvergeHub has removed the hassle of businesses to invest in a separate telecom and messaging system. To set the Twilio app within the account, users can simply download the app from the ConvergeHub Apps Store and configure it to start calling and messaging the leads, contacts and accounts stored in the CRM database.   Read More

Convergehub-twilio-integration

14

Apr

ConvergeHub integrates new features in Library and Import modules and improves Custom Field Option in its CRM (Release Update: 1st October 2013)

As one of the leading CRM software applications, ConvergeHub is under consistent modification and revamping process. The latest update to ConvergeHub is in relation to its three crucial features – Library, Import and Custom Field. Understanding the challenges that a user faces and the expectations that he sets while using the CRM – ConvergeHub has incorporated these updates. This Feature Blog gives a detailed description on these newly introduced changes and the kind of benefits that they will provide to the existing users. Take a look.   Read More

ConvergeHub-integrates-new-features-in-Library-section

13

Apr

In-depth Analysis of your business with ConvergeHub Reports

ConvergeHub, the popular Online Business Management System, offers a seamlessly integrated and advanced Reporting feature. Using the host of analytical features in the CRM system, you always be on the top of your business data to make on-time informed decisions. ConvergeHub Reports makes it easy for you to slice and dice your CRM data in a flash. With a click of the mouse - you know your win/loss rates, do revenue forecasts, measure your sales team performance, and track your KPIs (Key Performance Indicators).    Read More

in-depth-analysis-with-convergehub

8

Apr

How ConvergeHub helps your sales agents?

Struggling to get your sales rep like your CRM system? No matter how much you convince them, they keep making excuses? But as much as you complain about your sales reps, you also need to look at the loopholes that might be present in your CRM. Example – inserting data and preparing reports in the CRM might take up majority of their time. Resultant of which, they may be left with very few hours to make the calls. And then the pressure of matching up to your monthly sales targets… Add to it is the complex features in the CRM that makes it difficult using it. So how can you get your salespeople embrace the CRM? ConvergeHub provides you the answer –   Read More

Convergehub-helping-sales-agent

24

Mar

ConvergeHub CRM + QuickBooks : Integration

ConvergeHub has made new app integration within its CRM platform: QuickBooks. Understanding the needs of the users, this integration has been done to empower them manage all their finances from within the CRM itself. This Feature Release describes the THREE central benefits that ConvergeHub QuickBooks integration will provide along with a step-by-step approach on how to add QuickBooks app within the ConvergeHub account.   Read More

quickbook-convergehub-integration

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