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CompanyHub CRM

 38 ratings CRM
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About CompanyHub CRM

CompanyHub is a Fully Customizable CRM: 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.

Email Automation

Salespeople spend a 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. The team can see all conversation at one 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.

Follow-up Suggestions

CompanyHub tracks your conversations with your leads. You can mark them as very hot/hot/cold/warm in 1 click using hotness meter. Accordingly, whenever there is lack of conversation, you get followup reminder. You can also set followup date yourself.

Visual Sales Pipeline

You can see all your inquiries/potential deal in one view and track them from start to end. As the deal progresses, just drag it to the next stage. You can also filter deals by the sales person and do reporting on deals.

Powerful Reporting

Let’s say you want to compare sales of 2 salespersons in New York area in last 3 months. 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.

Features:

  • Fully Customizable
  • Email Sync, Bulk Mail
  • Email Tracking
  • Follow-up Suggestions
  • Visual Sales Pipeline
  • Products & Pricelists
  • Quotes & Sales Orders
  • Reports & Dashboards
  • Field & Record Level Access Control
  • Territory Management

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation

Summary

  • Fully Customizable CRM Software

Pricing

Productivity

$12.00
1 user(s) / month
Included in plan:
  • Import & Export: Capture leads from website Integrate with 100’s of apps using Zappier, Import wizard, Export, API.
  • Email Automation: 2-Way Email Sync, Bulk Mail, Unlimited Email Tracking - even from Gmail, Email Templates, Email Scheduling, Remind if no reply.
  • Organize: Lead & Contact Management, Deal Pipeline, Custom Fields, Group/Segment Data, Saved Filters, Customize Columns, Control who can see which fields.

Insights

$16.00
1 user(s) / month
Included in plan:
  • Productivity + Reporting; Dashboards & 20+ Standard Reports; Custom Reports - even on custom fields; Various Types of Charts; Export Reports.

Automation

$24.00
1 user(s) / month
Included in plan:
  • Insights + Customize for any Industry; Track things like Payments, Courses, Properties, etc; Using Custom Tables; Custom Apps; Create Custom Apps like Expense Manager, Education Management etc. with just drag-drop; Reporting on Custom Tables/Apps; Quotation & Inventory; Create Professional Looking Quotes in 1 Click; Inventory Products & Pricelists; Automate your processes (Coming soon..); Scheduled Alerts/Actions; Bulk Changes/Actions; Create Custom Logic (without any code!) to automate any business process; Automated Mails/Alerts; Automatically Create Tasks/Other Records; Rules Based Data Access Control.

FAQs

    No FAQs associated with this application.

Vendor Information

Founded:
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Based in:
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Employees:
-
Likes:
Followers:

Other

Who uses CompanyHub CRM
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
Mobile Platforms:
  • iOS
  • Android
  • WinPhone
Languages:
English
Regional Restrictions:
No restrictions.

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