Sun. Dec 22nd, 2024

CompanyHub CRM

What is CompanyHub?

Every industry is different. Different teams have different sales processes. How can a generic CRM meet everyone’s needs? So we made CompanyHub to be fully customizable. It easily adapts to your needs without any code. You can organize and prioritize leads. Followup reminders help you build relations & win more deals. Email automation saves several hours every week. Also, powerful reporting gives you complete visibility in sales
Along with general CRM features like contact management, sales pipeline management, quotes and product management CompanyHub is very powerful with following aspects of CRMs.
Customizable for different industries
Normally when CRMs say they are customizable, they just let you store some fields. CompanyHub goes way beyond that. You can also create custom tables to store any kind of data like Projects, Payments, Schools, Properties, Courses etc. Records from different tables can be associated. You can change the labels (like change ‘Company’ to ‘Hospital’), filter records by any criteria, change columns and do reporting on any table / field.
Powerful Reporting
You can get the report in seconds. You can do reporting on any data (including custom fields), for any period of time. Filters can also be applied. It also supports various types of charts & tables.
Strong Email Automation
Sales people spend lot of time on email. CompanyHub gives them everything they need to be more productive. Email Sync automatically updates the conversation with leads. No need to BCC / copy paste. Team can see all conversation at 1 place. Bulk mail helps reach more leads in clicks. Email tracking shows who opened which mail and which links they clicked. Email can be scheduled. Sending an important mail? You can also request a reminder, in case you don’t get a reply. There is also a gmail plugin to track any mail sent from gmail.
Minimize efforts on feeding data in CRM
Sales people hate updating CRMs. And its not their mistake. CRMs are time consuming. CompanyHub lets them do everything from one place – like excel. From a single page, you can create records, add notes, conversations & tasks, edit fields, and send followup mails. Email sync & bulk mail also save lot of time.
Control who can see what data
Lead information is a very important asset of company. Even within the team, they prefer to regulate who can see what data. CompanyHub gives complete control on who can see which records, and even which fields. It supports hierarchy based as well as rule based access control. Even if two sales persons are seeing same page / report, they will see different data based on what is visible to them.

So CompanyHub is very adaptive and easily accommodate your daily business routine without changing your process.

What do you like best about CompanyHub CRM?

I found the system to be extremely easy to use for someone that has not done a lot with CRM systems before – easy to enter contacts, easy to set up email, etc.

Easy/simple to use and Return of investment – good pricing

The interface offered by this system is very interactive, it is different from the others, but at the same time it is pleasant to use the characteristics such as surveys, advertising, campaigns or any tool necessary to provide a good service, the most important thing about CompanyHub CRM is to bring in new traffic to our company and it works in an incredible way, a complete and automated work system is very attractive, it is also much easier to keep track of those clients or new traffic that our very pleasant page is arriving at.

It is an incredible software that presents totally useful skills at large corporate scales, since each sales group maintains its different work processes, because this system was programmed to adapt to each environment where it is implemented to work, because their facilities are customization to large scales, allowing this development so useful and conventional, meeting the needs of all its registered users to its platform, this server offers to organize and prioritize first of all the potential customers of each business establishment, being of great proportion to the business that each of these organizations perform.

SO clean, bright and modern layout – very intuitive, it is a pleasure to use! Ability to save hundreds of template emails that we use in our surveying/construction business. Ability to set various status’s and LOVE the ability to monitor emails/notes/tasks all on the front page and with the ability to create additional TABLES of more data like for us SURVEYS and the PIPELINE is just Fab – We use it for a Sales pipeline and a WORKS pipeline and it helps us view all our prospects and works accepted on a funnel – we just love it. SO customisable -you can change EVERYTHING everywhere – it is just amazing!

What do you dislike about CompanyHub CRM?

I dislike NOTHING ! I would like for it to have the ability to generate SMS messages and also have an integrated word processor to create letters/guarantees/documents – also would love the ability to VIEW online all the attached documents. We have lots of images docs plans associated with a client and need to currently keep in DropBox to view as unable ti view without downloading. But it really is just an AMAZING bit of simple kit!

CompanyHub maintains qualities that are of utmost importance, so much so that they make it a complete software, according to its extensive variety of functionalities, but there are defects to its unstable and unsatisfactory appearances, for all users who are registered in these systematic installations, which is a problem since this detail generalizes the user interface, being somewhat heavy and confusing to analyze in order to achieve a new registration, including its frequent login.

It is not a software that you dislike because it is very interactive and attractive, I feel that there are no features that I can add because the service works perfectly and I do not have any inconvenience when using it, There are certain monitoring points which can improve a little but does not affect the system.

It seems that they have stopped developing further even great scope

Email tracking does not work all that well. In some cases, an email would show as having been opened multiple times and I would talk to the recipient and they’d say they never even saw the email. I’m not sure the pixel is accurate.

Review collected by and hosted on Online Sales Review

What problems is CompanyHub CRM solving and how is that benefiting you?

If you’re a small business and you’re just getting started with CRM and you’re intimidated by the thought of implementing SalesForce or something like that, this is good for you

Simple and easy to use low cost CRM

The CompanyHub CRM system is fundamental for us, we are a company or a medium-sized company that wants to advance in traffic and sales and it is incredible that we have had great results from the service. In my opinion it is a good complete system which CompanyHub solves traffic problems and automated marketing, the tools and features it offers are very attractive.

We use CompanyHub, because it solves all our needs, in relation to the marketing that we develop frequently, because it adapted itself in an incredible way, guaranteeing effective results, fulfilling its main objectives, for the growth of an entire organization, as it has done until now, being a sophisticated server of administrative management, without excluding the excellent work that it carries out, to the relations with the client, or rather a prudent and qualified operator of CRM advanced in its functions, to guarantee unique services, due to the anticipation, thanks to the data extraction, for such cases that have arisen.

We now have a database with all our – prospects, enquiries, suppliers, companies all in ONE place. We are able to quickly FILTER and view in different ways. We have the ability to put it onto iPads for our surveyors. It is a Task management software too – so no longer creating emails to surveyors with lists of people to call or written notes!

Ability to follow up on leads that in the past we have just “lost” – so a better conversion in sales. No longer need the WHIEBOARDS which we used to use all the time ! All built into this system which is just BRILLIANT !

Features

CRM FEATURES
  • Interaction Tracking

Pros

“Their support is amazing. They are responsive and provide fast solutions for any need that falls within the scope of the production version.”
“The ability to customise every screen and create additional “tables” of data. The flexibility of the data means you can search and filter for pretty much any sector.”
“The ability of seeing all email correspondence and notes, tasks on one page. Also the ability to send individual emails using great templates you can create and to send bulk emails.”
“The mobile app is a big plus because it lets me take care of business whenever I want, even when I’m not in front of my computer.”

Cons

“The only thing I can see being a problem with my industry is needs for scheduling photography rooms and studios…but maybe there is a way that I haven’t seen yet.”
“Report is lazy, there just the interface of your data not provide deep to know the weighted deal, your data type, change/ process of your work, activity.”
“Goals tracking is lag and not visible enough to let you know directly to work. You can’t uninstall their app after had plugged in.”
“Lack of table view with column chosen in Contact. Totally this is hybird CRM as traditional CRM function with Modern Interface plus Automation.”

Pricing

Starting From: 

$21.00 /month

Pricing Model: Per User

Yes, has free trial

Yes, has free version

PRICING DETAILS (Provided by Vendor):
CompanyHub offers 4 pricing tiers. Basic CRM: $12 per user/month (billed annually) Productivity: $15 per user/month (billed annually) Insights: $19 per user/month (billed annually) Quotes: $22 per user/month (billed annually)

By andrew

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