Alexa Quick navigation-Award Winning CRM- ConvergeHub

Learn How To Use ConvergeHub

Whether you are new to the world of CRM, or considering migrating from another, these short and pointed videos will show how you can greatly improve your results with ConvergeHub.

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Add all your payment details with related invoices into the...

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Payments using ConvergeHub
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Payments using ConvergeHub

Sales, Marketing or Customer Service - you can add agents...

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User Creation and Email Id Verification
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User Creation and Email Id Verification

ConvergeHub enables you to create unlimited number of Events in...

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Creating New Events Quick View
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Creating New Events Quick View

Manage organization-wide Customer Cases from within your CRM account. This...

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Creating and Closing a Case
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Creating and Closing a Case

Creating product bundles with Customer Cases ensure better understanding of...

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Adding products to Case
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Adding products to Case

Send email, Call or Meet ā€“ set any type and...

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Creating tasks for a Case
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Creating tasks for a Case

Mass updating helps you save time by simultaneously updating multiple...

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Mass updating Cases
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Mass updating Cases

Row or Column - there are two ways in which...

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Changing the View of Lead Listing
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Changing the View of Lead Listing

Save time and communicate instantly by sending email to your...

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Create Partner and Send Email with Attachment from Lead Subpanel
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Create Partner and Send Email with Attachment from Lead Subpanel

Create tasks, add notes, put comments and attach files to...

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Transfer Lead
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Transfer Lead

Pick and choose which columns you want in the listing...

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Changing the Listing View using Column Chooser
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Changing the Listing View using Column Chooser

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