Languages:
English
Localization:
World
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. Users can customize dashboard settings and visualize the pipeline at various stages. The deals management module stores lead information such as account name, assignee, lead source, sales process, sales stage, deal type, deal value, expected close date and conversion probability.
2023-11-22 08:44:35: ConvegeHub Business Growth Video Youtube
2023-06-09 12:12:17: GoToMeeting Integration with ConvergeHub: Enhance Your Online Meetings Youtube
2023-06-09 12:01:10: Imap Integration with ConvergeHub: Simplify Email Management Youtube
2023-06-09 11:53:40: Complete Mailchimp Integration with ConvergeHub Tutorial: Streamline Your Email Marketing Efforts Youtube
2018-01-02 09:25:56: Best CRM for small business | Grow Your Business with ConvergeHub Youtube
2016-06-27 07:52:02: Adding Dropdown Process in Knowledgebase of ConvergeHub Youtube
2016-06-27 07:33:02: Creating and Closing a Case in ConvergeHub CRM Youtube
2016-06-27 07:17:24: Launch Email Campaign in ConvergeHub Youtube
2016-06-25 08:39:05: Importing Leads into ConvergeHub Youtube
2016-06-25 08:03:44: Generate Agreement And Docusign in ConvergeHub Youtube
Alternatives
Videos
ConvergeHub Integrations
