ConvergeHub

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United States HQFounded 2016

Deployment

Web-basediPhone/iPadAndroidWindowsMacLinux

Best for

1000+ employees

Overview

About ConvergeHub

ConvergeHub is an enterprise-grade CRM, with Sales, Marketing, Support, and Billing, for managing all customer-related activities from one unified platform. It is a high-horsepower business-growth platform built for small and mid-size businesses. ConvergeHub integrates with other software through many native integrations such as QuickBooks, DocuSign, PandaDoc, Ringcentral, Twilio, Office365, Box, Dropbox, WordPress, etc. and also through Zapier, APIs, and Webhooks. You can use ConvergeHub to accomplish all customer related activities through every stage of the customer lifecycle.

Use it to attract leads, send campaigns, nurture prospects, close sales, answer support tickets, generate contracts, store documents, manage products or services, send quotations, create invoices, and more. ConvergeHub’s powerful customization and automation features let you configure and automate your own business processes and skyrocket productivity.

At a glance

Software information

Industries served, licensing and the support ConvergeHub provides.

Industries

  • Marketing-advertising
  • Accounting
  • Law-practice
  • Insurance
  • Financial-services
  • Staffing-recruiting

Licensing

  • Proprietary
  • Monthly Payment
  • Annual Subscription
  • Quote Based
  • Free trial

Support

  • Email
  • Live Chat
  • Phone
  • 24x7 Support

Training

  • Webinar

Knowledge Base

  • Help Guides
  • Video
  • Blog
  • Infographics
  • Case Studies
Languages (1)
English
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Capabilities

ConvergeHub features

The full feature set, grouped by module.

CRM

  • Calendar & Task
  • Contact Management
  • Collaboration Tools
  • Custom Dashboard
  • Email Integration
  • File Management
  • Forecasting & Analytics
  • Lead Management
  • Mobile Access
  • Pipeline Management
  • Reporting
  • Sales Automation
  • Security
  • Workflow Automation

Marketing Automation

  • Analytics/ROI Tracking
  • Campaign Management
  • Customizable CTAs
  • Email Marketing
  • Landing Pages
  • Lead Management
  • Sales Intelligence
  • Search Marketing
  • Segmentation and Targeting
  • Social Marketing

Sales Force Automation

  • Account Management
  • Campaign Management
  • Channel Management
  • Contract Management
  • Customer Communications
  • Email Marketing
  • Lead Management
  • Opportunity Management
  • Performance Metrics
  • Proposal Generation
  • Sales Forecasting
  • Workflow and Approvals

Lead Management

  • Campaign Management
  • Contact Management
  • Email Integration
  • Lead Capture
  • Lead Distribution
  • Lead Nurturing
  • Lead Segmentation
  • Pipeline Management
  • Reporting & Analytics
  • Sales Tracking

Lead Generation

  • Contact Database
  • Lead Capture
  • Lead Database Integration
  • Lead Nurturing
  • Lead Segmentation
  • Pipeline Management
  • Prospecting Tools
  • Reporting & Analytics

Plans

ConvergeHub pricing

Pricing Type
Per User
Free Version
No
Payment Frequency
Monthly Payment, Annual Subscription, Quote Based
Preferred Currency
USD ($)
Free Trial
14 Days
Professional$59 / month
  • Sales Pipeline Management
  • Customer and Opportunity Management
  • Activities and Calendar
  • Documents and Collaboration
  • Customization
  • Marketing & Service &Revenue included
Premium$75 / month
  • Marketing & Service &Revenue included
  • All Professional Plan features included
  • ACL Roles & Team Management
  • Advanced Automation
  • Advanced Reports and Analytics
  • Customer Portal
Enterprise$81 / month
  • Marketing & Service &Revenue included
  • All Premium Plan features included
  • Advanced Customization
  • Unlimited Automation
  • Unlimited Reports and Analytics
  • Dedicated Customer Success Manager

Works with

Integrations

ConvergeHub connects with the tools your team already uses.

Media

Screenshots & video