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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
Description
Utilize Investor CRM to effectively oversee your investment pipeline. The platform promotes seamless collaboration, allowing you to connect with mentors and advisors directly within your account. Experience immediate visibility into your pipeline and enhanced efficiency in fundraising efforts. Access a unique database containing 21,000 venture capital funds and 100,000 investors, including angels, family offices, fund-of-funds, private equity firms, and beyond, making it the quickest method to compile a targeted investor list. Create captivating newsletters with Investor Updates in 15 minutes or less, ensuring you remain memorable to both current and potential investors. Monitor engagement through view counts and duration, providing valuable insights into investor interest. Additionally, explore a comprehensive repository of over 80 essential startup documents, such as term sheets, cap tables, pitch decks, financial models, NDAs, and more, to support your fundraising journey effectively. With these tools at your disposal, you can streamline your investor relations and enhance your chances of securing funding.
API Access
Has API
API Access
Has API
Integrations
Box
Bucksense
Docusign
Dropbox
Gmail
Google Calendar
Google Contacts
Google Workspace
HubSpot Operations Hub
Mailchimp
Integrations
Box
Bucksense
Docusign
Dropbox
Gmail
Google Calendar
Google Contacts
Google Workspace
HubSpot Operations Hub
Mailchimp
Pricing Details
$59 per user / month
Free Trial
Free Version
Pricing Details
$44 per 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
ConvergeHub, Inc.
Founded
2016
Country
11501 Dublin Blvd, Suite 200 Dublin, CA 94568
Website
www.convergehub.com
Vendor Details
Company Name
Foundersuite
Founded
2015
Country
United States
Website
www.foundersuite.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
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Investor Relations
Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations