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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

Fractional Workspace is designed exclusively for fractional executives rather than being a modified version of a standard CRM or project management system. It encompasses the complete engagement lifecycle within a single platform: utilizing AI for opportunity analysis that interprets your prospect notes and suggests offers from your pricing library, generating proposals that auto-fill, facilitating online signatures without the need for DocuSign, and providing client workspaces that include action items, meeting summaries, and a decision log. This unique tool integrates pipeline management, proposal creation, and daily client operations seamlessly for independent professionals juggling several clients, ensuring an efficient workflow tailored to their specific needs. Unlike other solutions, it focuses solely on the requirements of fractional executives, enhancing their productivity and organization.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

Box
Bucksense
Docusign
Dropbox
Gmail
Google Calendar
Google Contacts
Google Drive
Google Workspace
Mailchimp
Microsoft 365
Microsoft OneDrive
Microsoft Outlook
Pabbly Connect
QuickBooks Online
Readymode
Stackreaction
WordPress
Wufoo
Xero

Integrations

Box
Bucksense
Docusign
Dropbox
Gmail
Google Calendar
Google Contacts
Google Drive
Google Workspace
Mailchimp
Microsoft 365
Microsoft OneDrive
Microsoft Outlook
Pabbly Connect
QuickBooks Online
Readymode
Stackreaction
WordPress
Wufoo
Xero

Pricing Details

$59 per user / month
Free Trial
Free Version

Pricing Details

$29/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

Fractional Workspace

Founded

2026

Country

United States

Website

www.fractionalworkspace.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

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

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