CompanyHub CRM Review

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CompanyHub CRM Reviewed

Editors' Review by the CRM Software Review Team

CompanyHub is a cloud-based CRM solution that offers a modern way for companies, both big and small, to manage their business. With its intuitive and easy-to-use interface, CompanyHub makes it simple to access emails, store lead contact information, delegate tasks, and more. Its automated email capabilities allow users to save valuable time that would otherwise be spent on manual tasks such as sending emails or creating reports. Through the platform, users can track emails and schedules, as well as sync devices across the cloud. 

The integration with Google Apps allows for a seamless experience between the two platforms, and the email syncing ensures that users always have up-to-date information. The Chrome plugin enables users to access CompanyHub directly from their browser, and the platform provides an easy way to track and manage email communications.

CompanyHub’s email tracking reports provide valuable insights into customer engagement. By tracking opened emails, receipt confirmations, and clicked links, users can see which communications are getting read and which ones are being ignored. This data can be used to improve future marketing campaigns and increase customer engagement. In addition, CompanyHub’s reporting and analytics module provides complete sales visibility across the company, allowing managers to track performance and identify areas for improvement. Customizable dashboards also make it easy to monitor progress and spot trends.

The software’s custom tables are a powerful way to store data, allowing users to filter records by any criteria, change columns, and report on any table or field. CompanyHub’s custom tables offer several advantages over traditional databases, including the ability to easily customize the data structure to fit the needs of the user, and the ability to quickly update and change data without having to modify the underlying code. Additionally, custom tables offer several features that make it easy to work with large amounts of data, including the ability to easily export data to CSV files and the ability to use SQL queries to access data. 

CompanyHub CRM Features

CompanyHub is an all-inclusive CRM solution with features that can help users manage their businesses and track their marketing campaigns. The following are just some of the top features users will get when subscribing to CompanyHub:

Lead management

It’s designed to be quick and easy to use, allowing users to create new leads and contacts without leaving the page. It’s also flexible enough to let users segment and organize leads, products, and more in a way that makes the most sense for them. CompanyHub is a convenient and user-friendly alternative to Excel that makes it easy to keep track of information wherein a user can double-click on any field to make changes, and then save all changes with just one click. 

The system makes it easy to import contacts and leads from a variety of sources. Users can upload a file, map columns to fields, and import data in just a few minutes. Users can also import contacts and companies from a single file, which will be automatically associated. Moreover, CompanyHub allows them to capture leads directly from a website as well as Facebook and Instagram ads.

Email automation

CompanyHub’s email automation feature is designed to save time and keep customer communications organized. Email sync ensures that all messages are delivered promptly, while bulk email allows users to send messages to multiple recipients with just a few clicks. Email templates make it easy to create consistent, branded messages and email tracking lets them know when their message has been read. Email scheduling ensures that messages are delivered at the right time, and reminders for no replies help users follow up with customers who have not responded to the initial communication.

Sales pipeline/reporting

The sales pipeline and reporting feature are designed to streamline the process of managing potential deals, from start to finish. By organizing each stage of the process into a well-defined pipeline, users can quickly and easily track the status of each deal, identify any areas of concern, and make adjustments as needed. The reporting feature provides valuable insights into their sales performance, enabling them to make informed decisions about where to focus their efforts.

CompanyHub’s Sales Pipeline and Reporting features are flexible, allowing users to customize stages and fields to create their unique process. They can define activities and roles to fit their needs with no restrictions, making it easy to track their sales progress and performance. With its modern and sleek interface, users can easily drag and drop deals into place to get a visual representation of where each one stands. They can also quickly add new deals or notes without having to go through a bunch of menus. Additionally, CompanyHub offers a variety of filters that lets users customize how they view data.

Customizable CRM

CompanyHub is a CRM designed to be highly customizable so it can easily be adapted to the needs of any industry with its simple drag-and-drop features. CompanyHub offers a wide range of features that can be turned on or off as needed so businesses can use only the features that are relevant to their needs. The custom field features allow you to track any information about their companies, contacts, deals, and more. It also allows users to associate different records with each other.

Sales bots

Their sales bots feature is a powerful tool for sales teams. It allows users to create and manage bots that can handle a variety of tasks, from prospecting to follow-up. The bots are easy to use and require no coding knowledge, making them a great option for teams of all sizes. The sales bots feature also includes several pre-built templates, so users can get started quickly and easily. In addition, the bots can be tuned to better accommodate each team’s unique needs. 


CompanyHub provides seamless integration with all the popular applications like Integrately and Zapier. It also works with Gmail, Google Calendar, and Office 365. This provides users with a unified view of their customer interactions and helps businesses manage their customer relationships more effectively.

Companyhub dashboard

CompanyHub CRM Benefits

CompanyHub is a cloud-based CRM software that helps small businesses manage their sales, customer support, and inventory from one centralized platform. CompanyHub’s intuitive interface and range of features make it an ideal solution for businesses of all sizes. Benefits of using CompanyHub include: 

Versatile and user-friendly

CompanyHub is a versatile CRM system that can be easily tailored to the specific needs of a business. Whether they require a basic system for tracking customer data or a more complex solution for managing sales and marketing tasks, CompanyHub can be customized to suit their requirements. The software is also easy to use, with an intuitive interface that makes it simple to add, edit, and view various forms of information.

Another benefit of CompanyHub CRM is that it is very user-friendly. The software is designed to be easy to use, so business owners and their employees can set it up quickly. Additionally, the software comes with a variety of helpful tutorials and support resources that can help you if you run into any issues.

Affordable and scalable

CompanyHub is packed with features that businesses of any scale need to manage their customer data, sales, and marketing efforts. Anyone can start with a free trial so they can try out the software before committing. CompanyHub offers a pay-as-you-go pricing model that allows businesses to scale their usage up or down as needed. Because it is hosted in the cloud, businesses can easily increase or decrease their subscription level as their needs change.


CompanyHub is a reliable CRM software because it is backed by a team of experts who are available 24/7 to help users who run into any type of issue. It is constantly being updated with the latest features and security patches. CompanyHub integrates with a variety of other business applications, making it easy to get started with using the software. It offers an extensive set of features for managing customer data. This includes contact management, account management, lead management, and more. This makes it easy to connect your data and workflows across different applications. 

CompanyHub CRM Pricing

Pricing for CompanyHub CRM is divided into three primary subscriptions: Productivity, Automation, and Accelerate, with the lowest price being $21 per user month and the highest being $64, which includes several additional features. Their best-selling subscription is the Automation plan, priced at $36 per user per month, which allows three email accounts per user and multiple deal pipelines. Users who are billed annually can benefit from a discount on the overall price of their plan. A fully-featured free trial of the software is available for up to 14 days without needing a credit card. All plans include CompanyHub CRM’s Public Calendar feature for appointment booking.


CompanyHub is the ideal CRM solution for businesses and teams looking to optimize their operations by managing their daily activities in one place. It is a CRM system designed to help businesses manage their marketing campaigns from every angle. The sleek, intuitive interface lets users track every aspect of their campaign, from initial lead generation to closing deals and making sales reports. 

CompanyHub also provides valuable insights into customer behavior, giving users the ability to target their marketing efforts more effectively. In addition, the system offers a wide range of integrations with popular productivity apps, making it easy for teams to keep track of their progress and stay organized.

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