Professional
Get all the essentials to efficiently manage and grow your business.
$29
per user / month
Billed Annually
Key Features:
- Sales Pipeline Management
- Customer and Opportunity Management
- Activities and Calendar
- Documents and Collaboration
- Customization
Premium
Unlock advanced features to scale your operations and enhance productivity.
$45
per user / month
Billed Annually
Key Features:
- All Professional Plan features included
- ACL Roles & Team Management
- Advanced Automation
- Advanced Reports and Analytics
- Customer Portal
Enterprise
Comprehensive automation, advanced tools and unlimited customization for exponential growth.
$59
per user / month
Billed Annually
Key Features:
- All Premium Plan features included
- Advanced Customization
- Unlimited Automation
- Unlimited Reports and Analytics
- Dedicated Customer Success Manager
. 
AI & Automations
Create Stronger Relationships
Build Strong Customer Relationships
Communication & Messaging
Work Faster with Productivity Tools
Better Collaboration
Team Management
Customization and Business Process
Real-time Reports and Insights
Sell from anywhere
Core Platform Features
Integrations Included
Support
AI & Automations| AI Summaries and Replies |  | | |
| Intelligent Rule-based Automation | 5 | 15 | Unlimited |
| Scheduled Automation | | | |
Create Stronger Relationships| Lead management | | | |
| Sales Stage Progress Indicator | | | |
| Lead Scoring | | | |
| Automated customized emails | | | |
| Email templates | | | |
| Web-to-lead capture |  | | |
| Kanban view | | | |
| Map view | | | |
| Scheduled outbound emails | | | |
| Email tracking | | | |
| Customizable Email signatures | | | |
| Multiple Email profiles | | | |
| Lead assignment and routing | | | |
| Generate Agreements/Proposals | | | |
| Embed Lead-Form link | | | |
| One-click convert to Customer | | | |
| Drip email sequence | 5 | 15 | Unlimited |
| Native Marketing automation ready | | | |
Build Strong Customer Relationships | Account/Customer Management | | | |
| 360-degree Customer view | | | |
| Opportunity Management | | | |
| Custom Opportunity Stages | | | |
| Customizable Sales Process | | | |
| Contact Management | | | |
| Relationship Linking | | | |
| Attach Files and documents | | | |
| Native Service integration ready | | | |
| Native Billing integration ready | | | |
| Customer Portal | | 10 users included | 50 users included |
| Native Billing integration ready | | | |
Communication & Messaging | Email Unibox | | | |
| Inbox per User | 2 | 3 | 10 |
| Link Emails to CRM records | | | |
| Manage Tasks | | | |
| Recurring Tasks | | | |
| Schedule Meetings | | | |
| Recurring Meetings | | | |
| Configurable Activity Reminders | | | |
| Tag Manager | | | |
| Notes | | | |
| Comments | | | |
| Calendar | | | |
| Notifications | | | |
| Voice-enabled | | | |
| Voice Drop enabled | | | |
| Automated Call Logging | | | |
| Mass Calling enabled | | | |
| SMS-enabled | | | |
| Bi-directional SMS | | | |
| Activity History | | | |
Work Faster with Productivity Tools | Manage Duplicates | | | |
| Batch Updates | | | |
| Mass Emails | | | |
| Quick Create Forms | | | |
| Favorite | | | |
| Quick Access | | | |
Better Collaboration | Partner Management | | | |
| Referral Management | | | |
| Upload Documents/Files | | | |
| Files and Folders organization | | | |
| Public File and Folder Sharing | | | |
| File access Permissions | | | |
| Folder access Permissions | | | |
| Version Storage | | | |
| Agency Portal | | | 50 users included |
| Publish Personal Calendar Link | | | |
Team Management | ACL Roles for Individuals | | | |
| Team Management | | | |
| ACL Roles for Teams | | | |
| Team Assignment & Routing | | | |
| Shared Calendar | | | |
| Broadcast Messages | | | |
| User Login Logs | | | |
| Password Policies | | | |
| Audit Logging | | | |
Customization and Business Process | Custom Fields | 5 | 50 | Unlimited |
| Configurable Page Layouts | | | |
| Module Manager | | | |
| Dropdown Manager | | | |
| Mandatory Fields | | | |
| Show/Hide System Fields | | | |
| Progress Fields | | | |
| Field Dependencies | | | |
| Custom Field Tooltips | | | |
| Build Reports with Custom Fields | | | |
| Search on Custom Fields | | | |
Real-time Reports and Insights | Build your own Reports Tool | | | |
| Number of Reports | 10 | 40 | Unlimited |
| Pre-defined Reports included | | | |
| Configurable Dashboard | | | |
| Publish Reports to Dashboard | | | |
| Save Search Queries | | | |
| Global Search across Modules | | | |
Sell from anywhere | ConvergeHub iOs App | | | |
| ConvergeHub Android App | | | |
| Real-time data sync | | | |
Core Platform Features | Import | | | |
| Export | | | |
| REST API | | | |
| WebHooks | | | |
| Storage | 2 GB | 8 GB | 20 GB |
| Emails per day | 500 | 2500 | 5000 |
| App Store | | | |
| Recycle Bin | 1 month | 3 months | 6 months |
| One click restore from Recycle Bin | | | |
| Multi-Currency | | | |
| Total Record Count | 100000 | 200000 | 500000 |
Integrations Included | QuickBooks Online | | | |
| QuickBooks Offline | | | |
| DocuSign | | | |
| IMAP | | | |
| PayPal | | | |
| Stripe | | | |
| Experian | | | |
| RingCentral | | | |
| RingCentral Widget | | | |
| Decision Logic | | | |
| Auto Dialer Integrations | | | |
| Type Form | | | |
| Jot Form | | | |
| Fax | | | |
| PandaDoc | | | |
| Office365 Mail | | | |
| Office365 Calendar | | | |
| Office365 Contact | | | |
| Zoom Integration | | | |
| WordPress | | | |
| Zapier | | | |
| Cal.com | | | |
| MoneyThumb | | | |
| MailChimp | | | |
| OpenAI | | | |
| Twilio | | | |
| Skype | | | |
Support | Online Ticket and Help Center | | | |
| Email Support | | | |
| Phone Support | | | |
| Personalized Onboarding | | | |
| Dedicated Customer Success Manager | | | |
Marketing Add-On
$18 /per user / month Billed Annually
Drive impactful marketing strategies with tools designed to amplify engagement and streamline execution.
View Features Get Started
- Dynamic List Segmentation
- Email Marketing Automation
- Email Templates
- Email Designer Tool
- AI powered Assistant
- Advanced Target /Prospect Tracking
- Campaign Dashboard
- SMS Broadcast enabled
- Custom Fields
- Drip Email Sequence
- Monthly email send volume
- Preview emails before sending
- Custom Scoring
- Role Based Permissions
- Calculated Fields
- Custom Reporting
- Comprehensive Audit Logging
Service Add-On
$11 /per user / month Billed Annually
Deliver exceptional service with innovative features that simplify processes and ensure faster response.
View Features Get Started
- Case/Ticket Management
- Comprehensive Case/Ticket Editor
- Web-to-Case
- Canned Responses
- Email Templates
- Customizable Self-service Portal
- Intelligent Case Routing
- KnowledgeBase
- Custom Fields
- Automated Escalation Rules
- Configurable Customizable Reports
- Customizable Intelligent Dashboards
- Auto email-to-case
- Custom Fields
- Role Based Permissions
- Comprehensive Audit Logging
- Customizable Page Layout
Revenue Add-On
$15 /per user / month Billed Annually
Streamline financial operations with tools designed to simplify billing and enhance accuracy.
View Features Get Started
- Product/Service Catalog
- Customizable Price Lists
- Generate Quotes
- Recurring Invoices
- Manage Payments
- Deal to Quotes
- One-click Quote to Invoice
- Tax and Discount Handling
- Generate Invoices with line items
- Custom Fields
- Forecasts
- Generate Payment link
- Customizable Invoice Templates
Professional
Get all the essentials to efficiently manage and grow your business.
All Add-Ons included
$59
per user / month
Billed Annually
Key Features:
- Marketing, Service and Revenue Add-Ons included
- Sales Pipeline Management
- Customer and Opportunity Management
- Activities and Calendar
- Documents and Collaboration
- Customization
Premium
Unlock advanced features to scale your operations and enhance productivity.
All Add-Ons included
$75
per user / month
Billed Annually
Key Features:
- Marketing, Service and Revenue Add-Ons included
- All Professional Plan features included
- ACL Roles & Team Management
- Advanced Automation
- Advanced Reports and Analytics
- Customer Portal
Enterprise
Comprehensive automation, advanced tools and unlimited customization for exponential growth.
All Add-Ons included
$81
per user / month
Billed Annually
Key Features:
- Marketing, Service and Revenue Add-Ons included
- All Premium Plan features included
- Advanced Customization
- Unlimited Automation
- Unlimited Reports and Analytics
- Dedicated Customer Success Manager
Industry
Industry-specific solutions to accelerate your growth and efficiency.
Let's talk
+1 510 924 1683
Key Features:
- Guided Product Onboarding
- White-glove Premium Support and Success that provides all resources to scale rapidly
Sales CRM AI & Automations| AI Summaries and Replies | | | |
| Intelligent Rule-based Automation | 5 | 15 | Unlimited |
| Scheduled Automation | | | |
Create Stronger Relationships| Lead management | | | |
| Sales Stage Progress Indicator | | | |
| Lead Scoring | | | |
| Automated customized emails | | | |
| Email templates | | | |
| Web-to-lead capture | | | |
| Kanban view | | | |
| Map view | | | |
| Scheduled outbound emails | | | |
| Email tracking | | | |
| Customizable Email signatures | | | |
| Multiple Email profiles | | | |
| Lead assignment and routing | | | |
| Generate Agreements/Proposals | | | |
| Generate Agreements/Proposals Template | | | |
| Embed Lead-Form link | | | |
| One-click convert to Customer | | | |
| Drip email sequence | 5 | 15 | Unlimited |
| Native Marketing automation ready | | | |
Build Strong Customer Relationships | Account/Customer Management | | | |
| 360-degree Customer view | | | |
| Opportunity Management | | | |
| Custom Opportunity Stages | | | |
| Customizable Sales Process | | | |
| Contact Management | | | |
| Relationship Linking | | | |
| Attach Files and documents | | | |
| Native Service integration ready | | | |
| Native Billing integration ready | | | |
| Customer Portal | | 10 users included | 50 users included |
Communication & Messaging | Email Unibox | | | |
| Inbox per User | 2 | 3 | 10 |
| Link Emails to CRM records | | | |
| Manage Tasks | | | |
| Recurring Tasks | | | |
| Schedule Meetings | | | |
| Recurring Meetings | | | |
| Configurable Activity Reminders | | | |
| Tag Manager | | | |
| Notes | | | |
| Comments | | | |
| Calendar | | | |
| Notifications | | | |
| Voice-enabled | | | |
| Voice Drop enabled | | | |
| Automated Call Logging | | | |
| Mass Calling enabled | | | |
| SMS-enabled | | | |
| Bi-directional SMS | | | |
| Activity History | | | |
Work Faster with Productivity Tools | Manage Duplicates | | | |
| Batch Updates | | | |
| Mass Emails | | | |
| Quick Create Forms | | | |
| Favorite | | | |
| Quick Access | | | |
Better Collaboration | Partner Management | | | |
| Referral Management | | | |
| Upload Documents/Files | | | |
| Files and Folders organization | | | |
| Public File and Folder Sharing | | | |
| File access Permissions | | | |
| Folder access Permissions | | | |
| Version Storage | | | |
| Agency Portal | | | 50 users included |
| Publish Personal Calendar Link | | | |
Team Management | ACL Roles for Individuals | | | |
| Team Management | | | |
| ACL Roles for Teams | | | |
| Team Assignment & Routing | | | |
| Shared Calendar | | | |
| Broadcast Messages | | | |
| User Login Logs | | | |
| Password Policies | | | |
| Audit Logging | | | |
Customization and Business Process | Custom Fields | 5 | 50 | Unlimited |
| Configurable Page Layouts | | | |
| Module Manager | | | |
| Dropdown Manager | | | |
| Mandatory Fields | | | |
| Show/Hide System Fields | | | |
| Progress Fields | | | |
| Field Dependencies | | | |
| Custom Field Tooltips | | | |
| Build Reports with Custom Fields | | | |
| Search on Custom Fields | | | |
Real-time Reports and Insights | Build your own Reports Tool | | | |
| Number of Reports | 10 | 40 | Unlimited |
| Pre-defined Reports included | | | |
| Configurable Dashboard | | | |
| Publish Reports to Dashboard | | | |
| Save Search Queries | | | |
| Global Search across Modules | | | |
Sell from anywhere | ConvergeHub iOs App | | | |
| ConvergeHub Android App | | | |
| Real-time data sync | | | |
Core Platform Features | Import | | | |
| Export | | | |
| REST API | | | |
| WebHooks | | | |
| Storage | 2 GB | 8 GB | 20 GB |
| Emails per day | 500 | 2500 | 5000 |
| App Store | | | |
| Recycle Bin | 1 month | 3 months | 6 months |
| One click restore from Recycle Bin | | | |
| Multi-Currency | | | |
| Total Record Count | 100000 | 200000 | 500000 |
Integrations Included | QuickBooks Online | | | |
| QuickBooks Offline | | | |
| DocuSign | | | |
| IMAP | | | |
| PayPal | | | |
| Stripe | | | |
| Experian | | | |
| RingCentral | | | |
| RingCentral Widget | | | |
| Decision Logic | | | |
| Auto Dialer Integrations | | | |
| Type Form | | | |
| Jot Form | | | |
| Fax | | | |
| PandaDoc | | | |
| Office365 Mail | | | |
| Office365 Calendar | | | |
| Office365 Contact | | | |
| Zoom Integration | | | |
| WordPress | | | |
| Zapier | | | |
| Cal.com | | | |
| MoneyThumb | | | |
| MailChimp | | | |
| OpenAI | | | |
| Twilio | | | |
| Skype | | | |
Support | Online Ticket and Help Center | | | |
| Email Support | | | |
| Phone Support | | | |
| Personalized Onboarding | | | |
| Dedicated Customer Success Manager | | | |
Marketing Add-On | Advanced Target /Prospect Tracking | | | |
| Dynamic List Segmentation | | | |
| Email Marketing Automation | | | |
| Email Templates | | | |
| Email Designer Tool | | | |
| AI powered Assistant | | | |
| Preview emails before sending | | | |
| Campaign Dashboard | | | |
| SMS Broadcast enabled | | | |
| Custom Fields | | | |
| Drip Email Sequence | | | |
| Custom Scoring | | | |
| Comprehensive Audit Logging | | | |
| Role Based Permissions | | | |
| Calculated Fields | | | |
| Custom Reporting | | | |
Service Add-On | Case/Ticket Management | | | |
| Comprehensive Case/Ticket Editor | | | |
| Web-to-Case | | | |
| Canned Responses | | | |
| Customizable Self-service Portal | | | |
| Email Templates | | | |
| Intelligent Case Routing | | | |
| KnowledgeBase | | | |
| Automated Escalation Rules | | | |
| Configurable Customizable Reports | | | |
| Customizable Intelligent Dashboards | | | |
| Auto email-to-case | | | |
| Comprehensive Audit Logging | | | |
| Role-based permissions | | | |
| Custom Case/Ticket Automations | | | |
| Custom Fields | | | |
| Customizable Page Layout | | | |
Revenue Add-On | Product/Service Catalog | | | |
| Customizable Price Lists | | | |
| Generate Quotes | | | |
| Deal to Quotes | | | |
| One-click Quote to Invoice | | | |
| Generate Invoices with line items | | | |
| Tax and Discount Handling | | | |
| Recurring Invoices | | | |
| Customizable Invoice Templates | | | |
| Manage Payments | | | |
| Generate Payment link | | | |
| Forecasts | | | |
| Custom Fields | | | |
