Product review: ConvergeHub - ToOLOwl
Sunday , September 27 2020

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Product review: ConvergeHub

CRM tool for small businessYou can see Top 10 CRM Tools  for Small and Medium Businesses and Top 3 CRM Tools  for Small and Medium Businesses to look into details.

 

ConvergeHub is an all in one Customer Relationship Management application that allow its users to take full control of their business. The advanced capabilities of the application helps your business grow by managing your sales, billing, and services through a single platform. ConvergeHub also helps you sell smarter and close deals faster with ease. Its marketing campaigns help you find more interested customers and increase your ROI.   

Editions and Pricing

Starter

Pro

Premium

Industry Edition

$9

$29

$59

Quote request

 

Feature Highlights

  • Unlimited Tasks
  • Unlimited Events
  • Unlimited Accounts
  • Unlimited Targets
  • Unlimited Campaigns

 

Capabilities and Supporting Set of Features

Dashboard

The dashboard of the application lets you gain a better understanding of your sales. You can see details about business deals such as Deals by Expected Close Date, Leads by Source, Deal Acquisition, and Leads Acquisition. All thi s information can be seen in the form of a graphical format on the dashboard.  The dashboard has capabilities such that zoom in and zoom out so that you get a better understanding of your business performance.

 

Account

The tool lets you manage, share, and collaborate with the business accounts. The Account Management Module enables the sales representatives, managers, and authorized personnel to access a complete history of each account from a single place. The feature allows you to create tasks, schedule an event, add comments, and add notes to the accounts. It also allows the users to reach out to the accounts through phone, email, SMS, and FAX. You can also keep a track of the accounts more efficiently by associating them with relevant deals, leads, and contacts. All these activities can be done by clicking on the options that appear when an account is selected.             

Contacts

The tool allows its users to centralize all its business contacts at a single place. You can add contacts manually by filling in details such as name, email, phone number, address, and some other details. The edit option on the top right corner also allows making changes in the created contacts. The search and advanced search options let you search for contacts as per your preferences. This can be done by clicking on the search option on the right corner of the screen.    

 

Deals    

The ConvergeHub Deal Management System can help you store and manage comprehensive information. It can store details about the converted as well as to be converted leads. Fields such as account name, lead sources, assigned to, deal type, deal value, expected close date, and conversion probability helps you store detailed information about your business leads. The tools also allow its users to import data directly from the spreadsheets or even from the third party business using the Import Wizard and the ConvergeHub API.   

Mobile Accessibility

The devices supported by ConvergeHub are as follows:

  • Android
  • Windows
  • Web-based
  • SaaS

Support

  • Online chat
  • Email Support
  • Call Support
  • Support Centre

External Integrations

  • Docusign
  • WordPress
  • GoTo Meeting
  • Zapier
  • Box
  • Ring Central
  • QuickBooks
  • Outlook
  • Mailchimp

Market Competitors

  • Zoho CRM
  • Freshsales
  • Agile CRM
  • Salesflare

Pros and Cons

Pros

  • No learning curve
  • View files without downloading is a great feature
  • Great dashboard and an intuitive interface

Cons

  • Difficult to access customer access due to time zone differences.
  • Lack of real-time notifications
  • Difficulty in pulling data through API.

Key Differentiators

  • Customizable reporting
  • Customizable templates

For more details, please visit the ConvergeHub website.

 

Read AlsoProduct Review : Zendesk

About ToOLOwl

I am ToOLOwl. I have few friends in my nest; whenever someone requests a tool’s review or I pick a one out of my interest, someone in the nest does research on the tool, someone takes a tool’s walkthrough and some of them share their experiences and expert advice. Based on all; I give it a  stereoscopic vision and present important insights for you to go through and ease your selection process for tools. Wish you Happy reading, Easy choosing.

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