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 Zendesk Sell
Zendesk Sell is a CRM and sales platform designed for sales teams and professionals, mainly in small and medium-sized enterprises. It provides its users with an all-in-one software, packed with features for capturing, organizing, and tracking leads.
Zendesk Sell empowers B2B and B2C salespeople to manage sales, follow leads, and engage customers. Users are able to generate leads from various sources, like web pages and marketing platforms. Zendesk Sell sales automation tool offers capacities for integrated channel management, resulting in sales improvement, and increasing revenue.
This platform also features analytics and reporting modules, sufficient for accurate quantification and performance measurement. Additional features include Base Voice, advanced sales insights, workflow automation, email integration, and mobility.
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
Pipeline 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
Pipeline Management
Summary
Fully Customizable CRM Software
Summary
Complete with core sales tools.
Full visibility into current opportunities in your sales pipeline.
Insights to grow your business.
User-friendly and easy to navigate controls.
Track and sort email automatically.
Integrate with the popular online and social media tools.
Powerful and unified sales contact card.
Easy access to call records, emails and notes.
Syncing of communication exchanges in one file.
Fast integration of your email account to Zendesk Sell to track customer interactions.
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.
Pricing
Team
$19.00
1 user(s) / month
Included in plan:
Customized Sales Pipeline
Basic Sales Tracking and Reporting
Full-Featured Mobile CRM
Professional
$39.00
1 user(s) / month
Included in plan:
Full Funnel Forecasting
Team Performance Analytics
Task Automation
Team Document Storage
Enterprise
$79.00
1 user(s) / month
Included in plan:
Predictive Sales Intelligence
Lead & Deal Scoring
Products & Price Book
Multiple Sales Pipelines
Role-Based Permissions
Elite
$159.00
1 user(s) / month
FAQs
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FAQs
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