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CompanyHub CRM

 36 ratings CRM

Copper

 824 ratings CRM

Streak

 109 ratings CRM
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91%
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90%
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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

About Copper

Copper's customer relationship management system gives you everything you need from sales lead to close.

Copper helps users to create a repeatable sales process with a wide range of features including sales reports and analytics, visual pipeline management, multiple device usability, integration with most existing systems across accounting, HR, marketing, etc.

About Streak

Innovative CRM in your email inbox.

Simple Collaboration. Collaborate with a single click. Share contacts, email, files, and anything else needed to get the job done. Streak's goal is to make it simple to manage your everyday processes so you can close more deals, resolve more support tickets, and get things done.

Manage your deals, support queue (and more) inside Gmail. Replace multiple external systems with Streak. Access your information in Streak from any computer - and keep working while on the go using our mobile App.

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

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

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

Summary

  • Detailed sales reports and analytics.

  • Stay on top of leads across multiple devices.

  • Visualize your pipeline to predict what’s going to close and when.

  • Works across entire Google Apps portfolio.

  • Integrates with all your existing systems.

Summary

  • Flexible structure allows you to change your workflow on the go - no coding. Change your process as your business evolves.

  • Access your information on Streak from any computer. Keep working while on the go using Streak's mobile App.

  • CRM flavors from sales, product development and deal flow to hiring, support and fundraising.

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.

FAQs

    No FAQs associated with this application.

FAQs

    No FAQs associated with this application.

Vendor Information

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

Vendor Information

Founded:
2014
Based in:
San Francisco
Employees:
11-50
Likes:
Followers:
2.14k

Vendor Information

Founded:
-
Based in:
San Francisco
Employees:
11-50
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.

Other

Who uses Copper
  • Freelance
  • Startups
  • SMEs
  • Agencies
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

Other

Who uses Streak
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.
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