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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

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

Streamline your sales workflows and enhance your conversion rates from leads to clients by utilizing a sales and marketing automation platform tailored exclusively for financial advisors. This innovative solution will help you maximize efficiency and effectiveness in your outreach efforts.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

Axis LMS
Box
Bucksense
Docusign
Gmail
Google Calendar
Google Contacts
Google Drive
Google Workspace
HubSpot Operations Hub
Microsoft 365
Microsoft OneDrive
Microsoft Outlook
QuickBooks Online
QuickBooks Online Advanced
Readymode
Stackreaction
WordPress
Wufoo
Xero

Integrations

Axis LMS
Box
Bucksense
Docusign
Gmail
Google Calendar
Google Contacts
Google Drive
Google Workspace
HubSpot Operations Hub
Microsoft 365
Microsoft OneDrive
Microsoft Outlook
QuickBooks Online
QuickBooks Online Advanced
Readymode
Stackreaction
WordPress
Wufoo
Xero

Pricing Details

$59 per user / month
Free Trial
Free Version

Pricing Details

$60/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

LeadCenter.AI

Founded

2016

Country

United States

Website

www.leadcenter.ai/

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

Alternatives

RingCentral RingEX Reviews

RingCentral RingEX

RingCentral

Alternatives

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Method:CRM

Method Integration