ConvergeHub
ConvergeHub
Bronze

ConvergeHub

Cloud-based CRM software for SMBs

About

ConvergeHub is an enterprise-grade CRM, with Sales, Marketing, Support and Billing, for managing all customer related activities from one unified platform. It is a high-horsepower business-growth platform built for small and mid-size businesses.


You can use ConvergeHub to accomplish all customer related activities through every stage of the customer lifecycle. Use it to attract leads, send campaigns, nurture prospects, close sales, answer support tickets, generate contracts, store documents, manage products or services, send quotations, create invoices, and more. ConvergeHub’s powerful customization and automation features let you configure and automate your own business processes and skyrocket productivity.


ConvergeHub’s 360-degree prospect and customer view gives you in-depth actionable insights, allows you to keep track of all touchpoints through activity history, and lets you plan upcoming conversations with prospects and customers through any channel – email, phone, text, fax or social. Comments, notes, tags, tasks, appointments, calendars, reminders, notifications come together to keep you connected and up-to-date.


You can segment your lists, create templates and run marketing campaigns through email and text. Keep in close touch with your customers by tracking customer service cases and responding to them quickly. Get paid quickly by creating quotations and sending invoices for your products and services right from the CRM and track payments as you receive them. Report Builder and customizable Dashboards lets you create your own reports and visually track progress of every area of the business.


ConvergeHub integrates with other software through many native integrations such as QuickBooks, DocuSign, PandaDoc, Ringcentral, Twilio, Office365, Box, Dropbox, Wordpress, etc. and also through Zapier, APIs and Webhooks.

INTEGRATION between Convergehub and twilio

Integrate with Twilio to programmatically make and receive phone calls from the ConvergeHub CRM platform. Receive calls in just one single click from within ConvergeHub CRM dashboard with Twilio integration.

Quick call from the listing page

Call up your leads and contacts now, by clicking on the “phone” icon on the listing page of ConvergeHub CRM.

Call History

In your ConvergeHub CRM leads sub-panel, you can easily view the timeline of all your call history for an easy reference and analysis of your calls. You can even find the duration of the call along with call status.


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ConvergeHub
Bronze
ConvergeHub is an enterprise-grade CRM, with Sales, Marketing, Support, and Billing, for managing all customer-related activities from one unified platform. It is a high-horsepower business-growth platform built for small and mid-size businesses.
www.convergehub.com