
ConvergeHub
Deployment
Best for
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
- Live Chat
- Phone
- 24x7 Support
Training
- Webinar
Knowledge Base
- Help Guides
- Video
- Blog
- Infographics
- Case Studies
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
Plans
ConvergeHub pricing
- Sales Pipeline Management
- Customer and Opportunity Management
- Activities and Calendar
- Documents and Collaboration
- Customization
- Marketing & Service &Revenue included
- Marketing & Service &Revenue included
- All Professional Plan features included
- ACL Roles & Team Management
- Advanced Automation
- Advanced Reports and Analytics
- Customer Portal
- 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