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Manage Leads, Contacts, Accounts and Deals

Route the right lead, provide it to the right rep at the right time using lead capturing and lead distribution functionality. ConvergeHub helps sales reps to close more deals faster with the minimum number of clicks using its sales pipeline management and workflow automation tools. Manage all your sales opportunities and leads in a pipeline view. Using ConvergeHub, you can even send tracked emails automatically.

convergehub integration


Get a Real-Time Snapshot of Key Metrics

Know about the latest developments in sales activities from four different panels - Deals By Expected Close Date, Leads By Source, Lead Acquisition, and Deal Acquisition. Customize the settings for each panel to get dynamic results as per the requirement. Click on the Summary side panel to visualize the sales pipeline at various stages i.e. the updated number of leads, accounts, contacts, and deals. Experience easy navigation by visiting all the important sections of the CRM through the links presented in the dashboard itself.

convergehub integration


Manage, Share and Collaborate With Accounts

Work collectively through ConvergeHub Account Management module. Enable sales reps managers and other authorized personnel to access a complete history of each account from one common repository. Create task, schedule event, and add comments and notes to the accounts. Reach out to the accounts through email, phone, FAX, and SMS. Attach files to the accounts from the computer or ConvergeHub Library. Keep track of accounts more elaborately by associating them with relevant leads, deals, and contacts. Refer to the past deals of the accounts to understand buying patterns; analyze up-selling and cross-selling opportunities and set up loyalty programs.

convergehub integration


Centralize All Business Contacts in One Place

Experience an easy and powerful way to store all business contacts in a centralized, shared database. Add contacts manually or include from third-party sources using Import tool and Developer API. Access all important contact information (i.e. emails, phone numbers, meeting notes, to-do lists, and documents) from the Contact Details section. Also get a summary of all communication happened between the company and the contact to improve customer service. Add tasks, comments, notes, and events; or attach files to the contact. Reach out to the contacts through email, phone, FAX, and SMS. Customize contact management as per your organization-specific sales process. Use the Microsoft Outlook plug-in to import Outlook contacts into ConvergeHub. Export the contacts list in Excel and PDF format from your ConvergeHub account.

convergehub integration


Work with Deals

Use ConvergeHub Deals Management module to store and manage comprehensive information about the converted/to-be converted leads. Get a detailed outlook on each deal through fields like account name, assigned to, lead source, sales process, sales stage, deal type, deal value, expected close date and conversion probability. Import Deal opportunities from a spreadsheet or third-party business solution using Import Wizard and ConvergeHub API. Associate Deal opportunities with accounts, contacts, activities, and other modules for better visibility and tracking. Add comments and notes or attach files to the deals as per the requirement. Set up a sales process. Carry out a quick assessment through reports to enable your sales reps to close more deals and gain insight into improving future ones.

Screenshot Tour - Sales
  • Leads

    convergehub integration
  • Deals

    convergehub integration
  • Contacts

    convergehub integration
  • Accounts

    convergehub integration


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