I have been through a ton of other CRMs like Salesforce, Zoho and many others, but this is the best one that I have come across.. highly recommended.
Kathleen Stanley Fast Credit, LLC.
When we went with ConvergeHub we were trying to solve two problems at once. The back office problem of keeping everything centralized and the front office problem of being able to distribute leads, track leads, send reminders and emails with the least time taken. Every minute counts when you're talking about sales. So, we made the sales process on the front end much more seamless between the emailing and follow ups and automation and responses and call and invites and all the features that ConvergeHub has to offer.
The company has been growing every year and ConvergeHub definitely helped facilitate a 100% to 200% year-over-year growth since implementation in 2014 when we started with ConvergeHub.
We were able to achieve a full integration between front office and back office regarding deal statuses and funnel movement, so every rep knew exactly where the deal was, and it avoided a hundred emails or calls for status updates and so on. We were able to streamline both frontend and backend systems and synchronize everything and bring about the harmony that we now have, which wouldn't have been possible without ConvergeHub.
I definitely recommend people looking for a financial solution to use ConvergeHub. The deal tracking is unrivaled in the industry, its prebuilt for MCA and Business funding industry, it has partner relations, which no other company has. Just check out other CRMs and they all suck compared to ConvergeHub for our industry.
Nathan Abadi President, Excel Capital Management
We were manually tracking activity in spreadsheets.
We had looked at so many different CRMs out there. None were flexible enough to match our exact workflow. So even though we tried other CRMs, we always went back to spreadsheets.
ConvergeHub just works out of the box and then you can then customize it as much as you want.
ConvergeHub supported our main goal of pushing our agents through a highly repeatable process which drove a 3x improvement in deals closed per agent.
Their team is great to work with. Quick to respond to our questions and very open to our ideas.
The main transformation is that our entire company is actually using a CRM as an authoritative engine that drives all sales.
There is no ambiguity about what happened to each deal. Each team member is now accountable, and we can really manage our pipeline with high confidence.
We went from closing 1-2 deals per agent to closing 5 deals per agent.
Chad Otar Founder/CEO, Lending Valley, Inc.
We used many different CRMs in the past. Each of them was a pain to manage. And when we had questions, good luck finding someone to talk to.
ConvergeHub has a very responsive team. They were a big help in training and implementing the solution. Took ownership of the whole thing.
Revenue has increased by 30% so far.
Lead conversions increased exponentially.
We moved from being a typical sales focused organization to one that was more flexible and caring in its approach to customers, and as a result sales increased dramatically.
We have all our leads in one place and know exactly what is going on with each of them.
With all data at our fingertips, we can now have a consistent deal pipeline.
We saw 100% ROI in 7 days, as we closed new deals that we could not have closed without ConvergeHub.
Andrew J. Lee CEO, Liquidus Funding
We were using HubSpot and HubSpot was okay, but it wasn't really geared to our industry type, like trying to track renewal dates and converting from a lead to a deal and different things like that. ConvergeHub would be the solution to all that and it streamlined the process and really cut back on the busy work.
The big thing ConvergeHub does for us is it really helped us with the integration of PandaDoc, definitely decreased our time to get the app built out and being able to automatically send it to the PandaDoc. That's helped a tremendous amount, especially with the cost of what we were dealing with before. That was a huge help. We have had tremendous growth. We've done a lot of things in getting ConvergeHub to get the growth that we have now.
Shaheen Mazloom Owner, Versa Business Systems
The CRM that we used before wasn't specially designed for my industry.You guys are particular to Cash Advance industry. So that's why you helped us organize. It helps us see a bigger picture with our clients. We have very good track records in terms of we know when a deal will be funded, the payment of commission, the calendar, when to refine them… very helpful.
I liked that it is separated into a Lead, Account and then Deals. To me that's perfect, you know, perfect design.
I've been using ConvergeHub for six years. And the company's been growing every year. We do more and more revenue.
Alex Roshko Owner, Globelend Capital
Before using ConvergeHub I was using a different CRM system. Then I came across ConvergeHub, they are the CRM system that helped my business get organized. They were very streamlined and that helped my workflow. ConvergeHub is definitely a streamlined platform that allows you to grow. It is an affordable platform that has a lot of capabilities to streamline and expand. So that's one of the strengths that I find in ConvergeHub compared to the other CRMs that I have used in the past. It’s been tremendous amount of benefits because you can isolate what you want different agents to do. You can track their workflow. I can tell you it is very intuitive. The interface is very very simple, and you can really customize it and it gets really, really really detailed. The report that you can run. You can really specify it down to really just percentage points if you need it. You can track agents and their workflow which is really, really important to see.
Barry Miller Owner, Equity Advance Solutions
Capture more leads, complete apps, gather documents, automate follow-ups with customer, lender or broker to get Deals funded at lightning speed.
Provide a seamless borrower experience to your Customers during the funding process and throughout the life of the Deal and double your Renewals.
With one platform to manage Customers, Lenders, Brokers and Deals, communicate through multiple channels, and automate tedious tasks, your reps can finally focus on closing deals
Have a central repository of all information by managing Customers, Brokers, Lenders and all contacts on the same platform. Monitor status, performance and easily get in touch with anyone anytime.
Don’t let Deals fall through the cracks. Keep a close eye on each and every Deal by tracking its progress through the stages. Use Dashboards, Summaries, Advanced Search, History and Calendar to stay up to date.
Use Productivity Shortcuts such as pre-built templates, auto-generation of loan docs, intuitive one-click navigation, quick capture forms and saved searches to get more done and shorten the time taken to go from lead to funded deal.
Complete routine tasks automatically through Automated Workflows. Trigger certain actions or a series of actions when a set of specified criteria are met. Whether it is sending emails to customers or following up with prospects or updating fields, Automated Workflows lets you take right actions at key stages of sales process.
Hit the ground running with a CRM that is already pre-configured for your business. Create new custom fields of any types, organize into tabs, calculate formula, modify form layouts, update dropdown values, build sales tools and customize any area to adapt ConvergeHub to your own business processes.
Enable seamless borrower experience for your Customers by giving them the ability to freely interact with your business by accessing their own Portal to view information, upload documents, send you notifications and raise customer support tickets.
Manage better by measuring better. Use intelligent reporting to view revenue trends, deal funded rates, marketing campaigns, agent performance and much more. Use pre-built reports, create your own reports and visualize them in charts, save frequently used searches or create custom Dashboards to visually track sales stats.
Communicate with your customer through multiple channels while centralizing all conversation in one place. Empower your sales team to have contextual and meaningful discussions with your prospects while communication through any medium that your prospect prefers.
30-minute Demo and Strategy Call
What makes ConvergeHub CRM unique is its breadth, killer UX (user experience), BPM (business process management) automation and overall flexibility that allows customers to adapt the software to their business processes, not the other way around.
Chuck Schaeffer crmsearch.com
Unified scalable platform that is
packed with advanced enterprise-grade
features designed to grow your business.
Fast, secure and high availability through Amazon AWS cloud data centers.
Glad you asked! ConvergeHub’s Alternative Lending Edition is created specifically for Alternative Lending companies. You will have a
pre-configured tool that will help you hit the ground running and start closing deals right away.
You can bring in data from other systems into ConvergeHub through Import feature. ConvergeHub also has open APIs and Zapier integration that can be used to bring in data into ConvergeHub.
We take the security and privacy of our user data very seriously. All data is hosted on Amazon’s AWS service in facilities featuring stringent 24/7x 365 securities. You can read more about AWS Cloud Security here.
Yes. ConvergeHub integrates with many different apps through our pre-built integrations available from our App Store. You can check out our pre-built integrations here.
Most companies can set up ConvergeHub and start using in only a matter of hours.
ConvergeHub has Roles and Permissions feature through which you can grant specific level of access to specific users.
We accept Visa, Mastercard, American Express and Paypal. We also accept bank transfer and check transfer for yearly subscriptions. Please email firstname.lastname@example.org for more information.
ConvergeHub is a pay-as-you-go subscription-based service (quarterly or annual). You can make changes to the plan as you need to, and the changes will be effective from the next billing cycle.
You will be charged for the total number of user licenses that you buy, irrespective of whether the user is active or inactive.
Absolutely! You can cancel your account any time. Just let our Support team know by creating a ticket or sending an email to email@example.com and you will not be billed further.
When you sign up for free trial, you instantly get access to our Premium plan for 14 days. You can also sign up for free trial of other plans from the Pricing page. When your trial expires, you can select a plan and pay by credit card to continue using the product. If you choose not to continue, your account will be suspended.
Please note that free trial is not available for ConvergeHub Alternative Lending Edition. Any free trial account you sign up for will be the generic CRM, and not customized for Alternative Lending industry.
Yes, ConvergeHub will work perfectly if you have your offices setup in multiple locations. You can create multiple Teams who can collaborate within ConvergeHub and you can use Roles and permissions to decide who can see what information.
As a part of ConvergeHub MCA Edition we include one Training call. A member of our Customer Success team will reach out to you and will provide you training on how to use ConvergeHub. You can include your team in this training call.
Our Customer Success team is always available to help. Just create a Support ticket from the Help section inside ConvergeHub application and they will get back to you with answers.
If you have questions about ConvergeHub, please email us at firstname.lastname@example.org and we will be glad to answer all your questions.