CRM Software Customer Relationship Management

Why ConvergeHub CRM?

ConvergeHub fulfills the original promise of CRM - it is a converged (integrated with a common interface), full-featured yet extremely easy-to-use CRM that is priced within reach. You can manage all your sales, marketing, support and billing from one unified software. Eliminate redundant work, automate tasks, increase efficiency.... and get on the fast track to growth!

1Full Featured CRM

ConvergeHub has all features of the most popular CRMs -- plus more. In addition, the features are optimized for small to medium businesses that have the same needs as the large corporations--but don't have massive budgets to integrate or pay for expensive add-ons. Features included :

customer relationship management
  • Sales Force Automation - SFA. Nurture your leads, view their contacts, activity history, communication, closely manage your deals and win more sales.
  • Marketing Automation. Broadcast your marketing messages through multiple channels such as email, SMS, twitter. Attract more prospects and generate more leads for your sales team.
  • Customer Service / Support / Case Management. Track and quickly respond to all customer issues and questions. Helps you provide better Customer Service and create happy customer relationships.
  • Document Management and Collaboration. Store all your files and documents and share them with internal team members or external partners. Keep track of all Customers' documents in one place.
  • Partner Management. Track Partners and receive referrals from them, or refer deals to partners. Work closely with Partners to generate more leads or fulfill more deals.
  • Project Management. Use ConvergeHub to manage projects, milestones, tasks and resources. Deliver Projects on time and within budget.
  • Invoicing and Payments. Create invoices for products and services and track pay ments received. Get paid on time and manage your cash flow.
  • Reports and Dashboards. Generate custom Reports and Dashboards to view data of all departments. Know how the company and various departments are performing.
  • Customization. Create custom fields, tabs, page layout, templates, workflow rules, sales process. Quickly adapt ConvergeHub to suit your business and the way you work. IT knowledge not required.
  • 3rd party integrations. Integrate with Docusign, QuickBooks, Gmail, Outlook, Google Calendar, Gotomeeting, Fax, Click to Call and more. Includes all the major CRM features integrated--but also allows you to integrate with best-of-class applications to avoid double entry.

2Converged CRM

All ConvergeHub CRM features are built-in, work together flawlessly, and you have a uniform look and behavior. Some of these include :

customer relationship management
  • Unified Platform. All features were developed on same platform with a common architecture. Unlike other patched-together CRMs, all modules of ConvergeHub are integrated and work together seamlessly.
  • No double entry. All modules use the same database, which means you only have to enter or update your data once. Change information in one place and it reflects everywhere.
  • 360 degree customer view. See all your customer information in one place. Get better visibility, which increases coordination among marketing, sales, customer service and accounting departments and helps you better service your customer.
  • Customizable Modules. All modules can be customized to reflect your unique business practices--so you're not stuck with a vanilla CRM that doesn't have your preferred work flow.
  • Exact Same Interface. Unlike many competing apps that hack together separate products, every module within ConvergeHub has the exact same interface -- dramatically reducing your learning time and maximizing your use of the application.

3Built-In Business Automation

Designed to automate your typical day-to-day tasks and business / marketing automation processes so you can speed up regular task, automatically follow up and focus on growing your business. Plus, it is all built-in, without having to purchase expensive add-ons. Includes powerful features like :

customer relationship management
  • Automated processes. ConvergeHub CRM allows you to automatically send a thank you email and schedule a follow up call in 3 days (with one click). Or stop sending responses when the deal is closed--plus any other user-defined actions. Your "auto-assistant" ensures your customer never slips through the cracks.
  • Auto Assignment Rules. You can easily setup detailed rules based on how new Leads or Cases should be assigned or re-assigned if action is not taken within specific time frames. Helps you distribute your workload between internal team members and reseller partners.
  • Automated Alert and Notification Rules. Create intelligent rules for Alerts and Notification reminders. This ensures that your follow-up actions never get missed and leads and opportunities do not fall through the cracks.
  • Time-based Actions. You can setup ConvergeHub to wait for a specified time period before taking the next automated action. This way you can create an elaborate automated follow-up schedule without manual intervention.
  • Sales Phases Goals and Activities. ConvergeHub CRM lets you create your own customized Sales Process and then automatically calculate and check off Goals and Activities as they are achieved. This ensures a uniform sales process is followed by the sales team and lets you easily measure progress for each lead or deal.educing your learning time and maximizing your use of the application.

4Easiest to Use CRM – with Benchmarks to prove it!

With so many features, it was critical that the interface be engineered to be simple and intuitive, which enables quick data entry and increases productivity. Here's the proof :

customer relationship management
  • Minimal mouse clicks. ConvergeHub was optimized to use the fewest mouse clicks for common tasks than any other major CRM! ConvergeHub averaged 1.55 mouse clicks, versus up to 3.63 clicks per task within other popular CRMs. This increases your speed dramatically--allowing you to get more done (like calling 100 instead of 75 contacts per day, etc.) without fighting a poorly designed or old legacy interface.
  • Quick Create. ConvergeHub has 13 Quick-Create options--more than any other major integrated CRM. This speeds up your data entry and lets you quickly get to what matters most--connecting with customers.
  • Mass Actions. Execute Updates, Send email, Add to Lists, Transfer and execute other actions on multiple rows at the same time--instead of making changes to one lead or contact at a time--another time saving feature that is built-in.
  • Context Sensitive Help and Live-In-App Support. All modules have contact-sensitive help. Plus, the software is integrated with the ConvergeHub support team. You can ask a question within the application and the ConvergeHub Customer Service team response will show up within the product itself--providing unequaled built-in support when and where you need it

5Price Performance Leader CRM

ConvergeHub CRM is the undisputed price performance leader--providing the most built-in value for the price. Combine that with a quarterly commitment (instead of annual with most), and the reduced cost for add-ons and less double entry, and it is an incredible value!

customer relationship management
  • All modules included in the base price. You do not have to pay hundreds or thousands more per module, or purchase add-ons from a 3rd party.
  • No Training fees. There is no training fee to get started.
  • No Setup fee. There are no hidden setup fees -- it is all included.
  • No row-count based pricing. Create unlimited lead, contact, account, templates, and automations, with No usage cost.
  • No Support fees. Ask for help any time without worrying about additional cost.
  • Flexible Payments. Pay on a quarterly, semi or annual basis -- the amount is affordable as is the risk (unlike some that require a minimal 1 year commitment--even if you find out you don't like it).

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