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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online
QuickBooks Online Advanced
Xero
Bucksense
Cobalt
Docusign
Dropbox
Gmail
Google Calendar
Google Drive
Google Workspace
HubSpot Operations Hub
Mailchimp
Microsoft OneDrive
Pabbly Connect
Readymode
SAP Concur
WordPress
Workato

Integrations

QuickBooks Online
QuickBooks Online Advanced
Xero
Bucksense
Cobalt
Docusign
Dropbox
Gmail
Google Calendar
Google Drive
Google Workspace
HubSpot Operations Hub
Mailchimp
Microsoft OneDrive
Pabbly Connect
Readymode
SAP Concur
WordPress
Workato

Pricing Details

$11.00/month/user
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

SaaS
iPhone App
iPad App
Android App
Windows
Mac
Linux

Deployment

SaaS
iPhone App
iPad App
Android App
Windows
Mac
Linux

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

Founded

2013

Country

United States

Website

www.convergehub.com

Vendor Details

Company Name

Salesforce

Founded

1999

Country

United States

Website

www.salesforce.com/solutions/industries/financial-services/overview/

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

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