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. 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.
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.
ConvergeHub’s 360-degree prospect and customer view gives you in-depth actionable insights, allows you to keep track of all touchpoints through activity history, and lets you plan upcoming conversations with prospects and customers through any channel – email, phone, text, fax or social. Comments, notes, tags, tasks, appointments, calendars, reminders, notifications come together to keep you connected and up-to-date.
You can segment your lists, create templates and run marketing campaigns through email and text. Keep in close touch with your customers by tracking customer service cases and responding to them quickly. Get paid quickly by creating quotations and sending invoices for your products and services right from the CRM and track payments as you receive them. Report Builder and customizable Dashboards lets you create your own reports and visually track progress of every area of the business.
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, Piesync, APIs and Webhooks.
What do you like best about ConvergeHub?
The flexibility of the system. The user interface and the ease of use. It is almost intuitive when you set up the CRM as to how you want it. We took on an estate agent CRM system for one of our businesses. It was ‘clunky’ and almost painful to use it – within a few days we mapped Converge Hub to do want we wanted and the results have been fantastic.
Having used everything from Filefinder, Maximiser, Oracle, Microsoft, Vtiger, Sugar CRM, Capsule, Infusionsoft to name but a few, Converge Hub is a ‘Breeze’.
In another of our businesses we use KEAP to manage a camping and caravaning business, we are now moving to Converge Hub to the level of automation we need. This purely because of ease of use and integration into the business.
Partners and staff members have found the ease of use and learning to be very straight forward.
All-in-one makes it easier for anyone to manage multiple things in one place. If you are all about being productive this is a good option. It is very easy to learn.
What do you dislike about ConvergeHub?
Probably the name! Then again Con(In)fusionsoft had its own problems.
Integration alternatives, customer service issues sometimes.
As others have mentioned, the UX UI need some more development efforts but in all honesty, it’s workable and we expect to see major improvements over the next few sprints.
There is a learning curve is with all users dealing with a new CRM platform but support is amazing and they have loads of videos and documentation on their website.
Initially it seemed that it required a steep learning curve but the resources available on their website, specially the short videos helped ease the learning process and integrate the tool in my business.
What problems is ConvergeHub solving and how is that benefiting you?
A lot of CRM systems fail to integrate many elements that are needed to communicate with potential customers and leave you looking for other third-party solutions – bolt-on systems that don’t integrate well. ConvergeHub has resolved this by having integrated solutions from SMTP, through to SMS solutions that work.
Increased productivity
ConvergeHub helps us solve our Outbound Business Development, Sales and Marketing Automation challenges. The fact it’s an integrated system, not a collection of different softwares saves us time and money as compared to using multiple different products to do what ConverHub already does out of the box with a little customization.
I have been looking for a solid, cost-effective CRM for quite some time now, and I’m glad I came across ConvergeHub!
ConvergeHub provides great deal of customization options along with a lot of third party app integrations, allowing me to use it as per my needs.
Using ConvergeHub I am able to easily track my leads and manage customers.
Features
CRM FEATURES
Activity Dashboard
Calendar/Reminder System
Contact Management
Document Storage
Email Marketing
Interaction Tracking
Internal Chat Integration
Lead Management
Marketing Automation
Quotes/Estimates
Segmentation
Task Management
Pros
“ConvergeHub is user-friendly and great for people who aren’t tech savvy. I love how customizable the product is.”
“If you’re looking for a CRM that has great support, you’ve found your match. Love that I can enter information in once and have it reflect everything.”
“Thank you ConvergeHub for providing such an excellent platform.”
“The reports are readily available and are extremely useful. The ability to add change fields along with the ease of adding documents to the library makes it great to use.”
Cons
“To enter data and follow-up information is horrible. Trying to enter data quickly and move on to next file is hindered by having to click on the SMALL green Checkmarks.”
“I was tired of using other CRMs that didn’t have all the features I needed or required add-ons (which aren’t cheap) to do it. ConvergeHub is where it’s at.”
“In that regard, most software frustrates me because of the time it takes to learn the software and implement it. With ConvergeHub, that’s never been an issue.”
“Customer service is hard to get in touch with since they work on their own time zone.”
Starter: $11 per user / month (billed quarterly) or $9 per user / month (billed yearly) Pro: $35 per user / month (billed quarterly) or $29 per user / month (billed yearly) Premium: $65 per user / month (billed quarterly) or $59 per user / month (billed yearly)
