ConvergeHub offers a customer relationship management (CRM) and sales and marketing automation system for small and midsize businesses. It lets users store contact lists, design campaigns and manage sales activities and leads.
Users can add contact details manually or import them from Microsoft Outlook. Communication summaries show contact between employees and clients. Contact lists can also be exported into Excel and PDF formats. Users can view the products or services customers have purchased, as well as marketing performance reports. Campaigns can be targeted to specific customers and sent via email, direct mail, text message and social media. The system also offers users access to email templates. ConvergeHub’s sales dashboard offers information on deals including expected close date, leads by source, lead acquisition and deal acquisition.
ConvergeHub offers a customer relationship management (CRM) and sales and marketing automation system for small and midsize businesses. It lets users store contact lists, design campaigns and manage sales activities and leads.
Users can add contact details manually or import them from Microsoft Outlook. Communication summaries show contact between employees and clients. Contact lists can also be exported into Excel and PDF formats. Users can view the products or services customers have purchased, as well as marketing performance reports. Campaigns can be targeted to specific customers and sent via email, direct mail, text message and social media. The system also offers users access to email templates. ConvergeHub’s sales dashboard offers information on deals including expected close date, leads by source, lead acquisition and deal acquisition.
Specifications
Business Size
Startup
Customization
Yes
Deployments
Cloud
Language Support
English
Platforms
Product Details
Features
Case management
Document management and collaboration
Business process management
Workflow automation
Invoicing
Social integration
Project management
Reports & analytics
Marketing performance management
Email templates
ROI reporting & analytics
Billing
Customer service
Leads management
Collaboration tools
Invoice creation
Create, target and run campaigns
Quotations and invoices
Benifits
Multi-Channel Marketing: Email, SMS, Fax, Voice, Online and Social
ConvergeHub offers multi-channel marketing functionality in its fully-functional, web-based customer management application. It helps businesses capitalize different broadcast mediums and build tighter connections across several touch-points.
Business Workflow Automation
ConvergeHub enables businesses to automate a major part of the sales, marketing and customer service workflow. Users can set up tasks, replies, alerts, and notifications in advance. They can also create and set rules in relation to case and leads assignment.
Easily customizable for specific business verticals
ConvergeHub allows easy customization of its application. Users can comfortably make changes to it to cater to their unique business requirements. Right from the addition of custom fields to the setting of custom fields layout, users with administrative privileges can implement customization without any involvement of coding or technical wizardry.
Friendly and Intuitive User Interface
ConvergeHub has a user interface which is well conceived and executed. Consequent of which, it fosters quick software adoption and positive user experience. Unlike other CRM applications where businesses get trapped within unnecessary features and functionalities, ConvergeHub offers an intuitive graphical user interface that involves an easy and smooth flow of control of actions.
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