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Description
Provide personalized sales experiences by utilizing comprehensive contact and account management tools. Focus your marketing efforts effectively by creating custom HTML emails aimed at distinct customer groups. Monitor your sales journey from initial lead generation to opportunity development, pricing, and finalizing deals through a structured sales pipeline. Streamline your workflow by automating routine tasks, such as setting reminders for calls and emails, distributing brochures, and managing lead entries. Generate reports on all data housed within your CRM, encompassing activities, leads, tasks, sales figures, and financial records. After each client meeting, quickly generate quotes using the integrated quoting system. Keep your product information and images organized to easily produce dynamic presentations for the products you wish to showcase. Additionally, enhance your customer engagement by utilizing analytics to refine your approach and track the success of your strategies.
Description
ConvergeHub is the all-in-one CRM built to accelerate revenue from pipeline to paycheck.
Designed for businesses of all sizes—from small startups to enterprise-grade organizations—it unifies Sales, Marketing, Support, and Billing into one powerful platform. Your teams can attract leads, close deals, support customers, and get paid faster—all from a single, streamlined workspace.
With robust automation, deep customization, and a 360° customer view, ConvergeHub helps you manage every stage of the customer lifecycle and drive scalable growth without switching tools.
Highlights:
360° customer view with omnichannel touchpoints
Built-in campaigns, quotes, invoices, and support cases
Custom dashboards, automation, and reporting tools
Integrates with QuickBooks, DocuSign, RingCentral, Office365, Zapier, and more
API Access
Has API
API Access
Has API
Integrations
Box
Docusign
Dropbox
Gmail
Google Calendar
Google Contacts
Google Workspace
HubSpot Operations Hub
Mailchimp
Microsoft 365
Integrations
Box
Docusign
Dropbox
Gmail
Google Calendar
Google Contacts
Google Workspace
HubSpot Operations Hub
Mailchimp
Microsoft 365
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$59 per user / month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
BuddyCRM
Founded
2012
Country
United Kingdom
Website
buddycrm.com
Vendor Details
Company Name
ConvergeHub, Inc.
Founded
2016
Country
11501 Dublin Blvd, Suite 200 Dublin, CA 94568
Website
www.convergehub.com
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management