Features

CRM Productivity Hacks For Saving Time And Money Using ConvergeHub

Posted by Patricia Jones

Talking about CRM Productivity Hacks, in all businesses be it large or small, owners are often challenged to maintain the difficult balance between trying to get the maximum out of their workforce while keeping their employees happy. Hence, to make your employees work smarter and not harder, instead of micromanaging, let us try to find other ways to streamline your office process that can make your employees’ job easier. Read More

How to Choose the Best Mobile CRM Solutions for Small Business

Posted by StefanD

In the recent times, it has been observed that mobile devices (like smartphone, tablets etc.) have become an ever increasingly important tool for small business owners looking for an advantage in this cutthroat competitive world. Here is a list of the advantages of using Mobile CRM solutions for small businesses. Read More

ConvergeHub for use with Zapier- Available Now

Posted by Patricia Jones

We know, you and your team use a wide spectrum of applications and tools in combination with ConvergeHub CRM to order, address and anticipate your customer’s needs. Now, Zapier makes this endeavor effortless, by connecting more than 750+ applications to ConvergeHub. As the landscape of business apps grows, depend on Zapier to be the tool that keeps it all together. Zapier handles the big tasks of making your apps communicate with each other to create workflow automation a cool functionality, like Multi-Step Zaps and Searching. Use your zaps now, to automatically handle the hard work of pushing your forms, documents, files, contacts, and tickets. Read More

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

Posted by Patricia Jones

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

The power of Field Level Customization in ConvergeHub CRM

Posted by Patricia Jones

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

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

Posted by Patricia Jones

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

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

Posted by Patricia Jones

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

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

Posted by Patricia Jones

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

Posted by Patricia Jones

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 (Release Update on 11th December 2015)

Posted by Patricia Jones

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