Sales automation

Customize, Extend and Build solutions on ConvergeHub Platform

Leverage ConvergeHub’s secure, reliable and scalable Cloud platform to manage your business. ConvergeHub platform delivers flexibility, agility, and extensibility to configure it in the most effective way for your business’s current and future needs. Utilizing ConvergeHub’s open APIs – you can build custom solutions, and other organization-specific application enhancements.

ConvergeHub App Store

Apps Store

ConvergeHub App Store

Expedite your sales, marketing and customer service by using third-party business apps from ConvergeHub Apps Store. ConvergeHub offers a suite of next generation apps to connect faster with customers, employees and partners from one platform.

 Check out the Apps Store and select from the existing Add-ons that ConvergeHub provides for crucial third-party business management software.  At present, app integration solution is available for – Outlook, Docusign, GoToMeeting, Twilio, Google Apps and Box. Upcoming apps include – Quickbooks, Webex, Wufoo, Xero, Freshbooks and Zapier. 

Sales Process

Sales process

Ensure that all your leads and deals get handled in an effective way. Study the lead/deal history and frame a sales process with different phases, goals, activities and tools. Set up the deadline for each phase.  Assign it to the respective sales reps that follow the sales process and tick off the activities as and when completed.

Use the leads/deals details page to check the sales process applied for each of them. See how the lead/deal moves through the different sales stages. Get a quick view on the progression made by the sales reps in the sales process. Keep a track of the tasks completed through Total Goal/Activity Percentage. Add/edit the sales process as required. Identify and eliminate any bottlenecks in the sales process.

Sales process
Auomation in sales

Automation Workflow

Auomation in sales

Eliminate much of the manual work, reduce operating costs and standardize business process with ConvergeHub. Use ConvergeHub automation workflow management to computerize your day-to-day tasks related to sales, marketing and case management. Implement triggers, alerts and actions; set rules and descriptions to automatically initiate activities, based on the given criteria.  Define conditions for an automation to stop on the change of certain parameters.

Custom Field

Custom Fields

Custom Field

Get the benefit of using organization-specific business management software. Customize ConvergeHub by adding custom fields under different modules, namely - Accounts, Leads, Contacts, Deals, and Cases etc. Unlike other CRMs whose customizations are lengthy, strenuous, and difficult to implement, ConvergeHub allows easy customization with minimal effort and maximum speed.

Simply access Custom Fields option under App Setup section in your Account Setting page – and within a few clicks create an unlimited number of custom fields that sync seamlessly with existing ConvergeHub modules.

file share management


file share management

Manage your business from your phone 24x7. Whether travelling in the city or enjoying me-time in a remote location – ConvergeHub mobile CRM enables you to - monitor the latest lead developments; close cases; run marketing campaigns; catch up on important metrics, update sales opportunities; create contacts; do file share; get social insights; act on customer complaints and track your team activities anytime anywhere.

Grow your business with ConvergeHub

Manage your leads, follow up sales activities, resolve customer complaints, automate workflow process, build and run campaigns, store and share documents, communicate and collaborate with partners, list products, generate quotes and invoices, integrate Outlook and other applications – do all this and much more from one broad platform – ConvergeHub

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