CompanyHub is a cloud-based all-in-one CRM software, which can be easily customized for any industry with just drag & drop without ever needing any developer to do it.
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:
Awarded the Quality Choice Award
Awarded the Trusted Vendor Award
Awarded the Happiest Users Award
CompanyHub CRM currently scores 88/100 in the CRM category. This is based on user satisfaction (94/100), press buzz (41/100), recent user trends (falling), and other relevant information on CompanyHub CRM gathered from around the web.
| The score for this software has improved over the past month. What is this? |
Fully Customizable CRM Software
Product recommendations, vendor rankings, market overview and tips on how to select CRM software for business. Published in March 2023.
This software category covers a wide range of applications aimed at making customer relationship management easier and more organized for businesses. CRM software typically features the ability to track customer interactions across multiple communication ch...
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