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91% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

ConvergeHub logo
CRM Software

4.9 64 user ratings

Get Free Quote

78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

EQUP logo
CRM Software

5 1 user ratings

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Sponsored

89% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Sage CRM logo

Sage CRM

CRM Software

4 130 user ratings

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Sponsored

98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Zoho CRM logo

Zoho CRM

CRM Software

4.2 8,551 user ratings

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Overview

Description ConvergeHub is an all-in-one CRM software that helps businesses to grow. This CRM software manages the end-to-end customer lifecycle. From cold prospects to happy customers for a lifetime, brand advocates, and beyond, ConvergeHub manages all customer information and activities from one place. Businesses can manage marketing, sales, customer services and billing on the go. ConvergeHub provides a 360-degree customer view and avoids duplicate data entry. Companies can empower their sales reps with the ConvergeHub Salesforce Automation system. It automates the monotonous activities connected with selling, thus allowing sales representatives to focus more on completing transactions. ConvergeHub's sales pipeline management and workflow automation technologies enable sales professionals to close more transactions in less time and with fewer clicks. The software further allows businesses to build and run automated campaigns across different channels such as social, email, and mobile to increase the chances of getting more leads. ConvergeHub CRM helps organisations to provide a more personalised experience, which improves customer support operations. Read more EQUP is an all-in-one software solution that is designed to empower businesses with the tools they need to automate their marketing, sales, and billing operations. The platform offers a comprehensive suite of features that make it easy to manage multiple companies under one plan, reducing the costs and complications associated with having to pay for each company separately. With over 20 years of experience in sales and marketing, understand the struggles that businesses face when using traditional CRM platforms. EQUP is designed to address these issues, eliminating the cost, complexity, and unproductivity of these solutions. Unlike other solutions, EQUP is available for free, allowing businesses to access the whole platform without any additional cost. With EQUP, businesses can streamline their processes and see improved results in no time. Read more By providing tools to manage both new and current client connections, Sage CRM is a cloud-based customer relationship management solution created to help small and medium enterprises maximise their customer experience. Applications come with integrated modules for social CRM, customer service, help desk, sales and marketing automation, and more. Sage CRM has strong mobile capabilities as well. Both on-premises and cloud deployments of the software are options. Sage CRM can be used to arrange meetings, forecast trends, and track the effectiveness of sales representatives. The reporting and analytical tools of the dashboard assist in anticipating sales performance and monitoring new opportunities while providing visibility into active sales negotiations. Campaigners can organise and carry out marketing and promotion campaigns with the use of marketing tools. Campaigns across many channels can be managed by the solution. Sending newsletters and promotional emails to contacts is possible thanks to the built-in email marketing tool. It also facilitates integration with a number of third-party programmes. To enable your staff to perform more quickly and intelligently, avoid duplicating work duties. Everyone engaged is more effective and productive with a single solution. Read more Zoho CRM helps businesses of all size in maintaining a high standard of customer relations with its feature-rich software. The multichannel support feature lets your reach your customers via any medium, be it phone, live chat, email or through social media. With visitor tracking and email analytics, you can see what your customers are seeing and find opportunities for interaction. With pre-built and customizable KPIs, you can see where your team excels and where they need more training. Zoho CRM’s Blueprint ensures that the same level of attention is given to the right customers, even if the sales team grows. It makes sure that everyone in the team follows the right process. Read more
Pricing Options
  • Free Trial Available
  • Starts at $9.0. Offers Custom plan.
  • Free Trial Not Available
  • Starts at $83.25. Offers Free-forever plan.
  • Free Trial Not Available
  • Sage CRM Offers Custom plan.
  • Free Trial Available
  • Starts at $14.0.
SW Score & Breakdown

91% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    99%
  • Reviews
    75%
  • Momentum
    60%
  • Popularity
    79%

78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    75%
  • Reviews
    60%
  • Momentum
    60%
  • Popularity
    67%

89% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    98%
  • Reviews
    75%
  • Momentum
    60%
  • Popularity
    68%

98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    100%
  • Reviews
    89%
  • Momentum
    71%
  • Popularity
    90%
SaaSworthy Awards
Not Available
Not Available
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# 1 Most Worthy # 5 Highly Rated

Features

Total Features
25 Features
6 Features
23 Features
27 Features
Common Features for All
    Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.
    Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork
    Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
    Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads
    Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services
    Dedicated Phone Line Integration Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking
    Document Management Ability to store and manage various information and documents in electronic format.
    Lead Management A systemized and organized way of managing all your leads and their conversation.
    Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response.
    List Management Enables management of multiple lists and communications with them
    Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI
    Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.
    Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way
    Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product.
    Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.
    Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity
    Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms
    Referral Tracking Track and manage your referred customers.
    Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress.
    Sales Force Automation Streamlined management of the sales cycle from lead to close
    Territory Management Helps to assign, manage sales territories and conveniently track their progress
  • + 17 More - Show Less
    • Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.
      Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork
      Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
      Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads
      Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services
      Dedicated Phone Line Integration Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking
      Document Management Ability to store and manage various information and documents in electronic format.
      Lead Management A systemized and organized way of managing all your leads and their conversation.
      Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response.
      List Management Enables management of multiple lists and communications with them
      Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI
      Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.
      Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way
      Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product.
      Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.
      Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity
      Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms
      Referral Tracking Track and manage your referred customers.
      Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress.
      Sales Force Automation Streamlined management of the sales cycle from lead to close
      Territory Management Helps to assign, manage sales territories and conveniently track their progress
  • + 3 More - Show Less
    • Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.
      Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork
      Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
      Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads
      Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services
      Dedicated Phone Line Integration Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking
      Document Management Ability to store and manage various information and documents in electronic format.
      Lead Management A systemized and organized way of managing all your leads and their conversation.
      Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response.
      List Management Enables management of multiple lists and communications with them
      Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI
      Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.
      Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way
      Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product.
      Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.
      Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity
      Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms
      Referral Tracking Track and manage your referred customers.
      Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress.
      Sales Force Automation Streamlined management of the sales cycle from lead to close
      Territory Management Helps to assign, manage sales territories and conveniently track their progress
  • + 15 More - Show Less
    • Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.
      Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork
      Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
      Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads
      Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services
      Dedicated Phone Line Integration Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking
      Document Management Ability to store and manage various information and documents in electronic format.
      Lead Management A systemized and organized way of managing all your leads and their conversation.
      Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response.
      List Management Enables management of multiple lists and communications with them
      Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI
      Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.
      Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way
      Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product.
      Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.
      Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity
      Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms
      Referral Tracking Track and manage your referred customers.
      Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress.
      Sales Force Automation Streamlined management of the sales cycle from lead to close
      Territory Management Helps to assign, manage sales territories and conveniently track their progress
  • + 18 More - Show Less
  • Unique Features
      AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.
      Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.
      Customization Helps to customize the system for use in industry-specific use cases
      IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis
      Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media.
      Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities
      AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.
      Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.
      Customization Helps to customize the system for use in industry-specific use cases
      IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis
      Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media.
      Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities
      AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.
      Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.
      Customization Helps to customize the system for use in industry-specific use cases
      IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis
      Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media.
      Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities
      AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.
      Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.
      Customization Helps to customize the system for use in industry-specific use cases
      IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis
      Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media.
      Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities

    Technical Details

    Organization Types Supported
    • Freelancers
    • Large Enterprises
    • Medium Business
    • Small Business
    • Freelancers
    • Large Enterprises
    • Medium Business
    • Small Business
    • Freelancers
    • Large Enterprises
    • Medium Business
    • Small Business
    • Freelancers
    • Large Enterprises
    • Medium Business
    • Small Business
    Platforms Supported
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • Installed - Windows
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • Installed - Windows
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • Installed - Windows
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • Installed - Windows
    Modes of Support
    • 24/7 (Live rep)
    • Business Hours
    • Online
    • 24/7 (Live rep)
    • Business Hours
    • Online
    • 24/7 (Live rep)
    • Business Hours
    • Online
    • 24/7 (Live rep)
    • Business Hours
    • Online
    API Support
    • Available
    • Available
    • Available
    • Available

    Reviews & Ratings

    User Rating
    4.9/5 64 user ratings
    5/5 1 user ratings
    4/5 130 user ratings
    4.2/5 8,551 user ratings
    Rating Distribution
    • Excellent

      87.5%
    • Very Good

      10.9%
    • Average

      1.6%
    • Poor

      0%
    • Terrible

      0%
    • Excellent

      100%
    • Very Good

      0%
    • Average

      0%
    • Poor

      0%
    • Terrible

      0%
    • Excellent

      39.2%
    • Very Good

      33.8%
    • Average

      17.7%
    • Poor

      5.4%
    • Terrible

      3.8%
    • Excellent

      45.5%
    • Very Good

      36.1%
    • Average

      12.7%
    • Poor

      3.4%
    • Terrible

      2.3%
    User Sentiments
      Not Available
      Not Available
      Not Available

      Ease of Use, Customizable Interface, Extensive Integrations, Affordable Pricing

      Slow Customer Support, Occasional Software Glitches, Limited Mobile Functionality, Complex Customization

    Review Summary

    Overall, users generally express satisfaction with the software, highlighting its user-friendly interface, customizable features, and integrated communication capabilities. Many reviewers appreciate the platform's ability to streamline workflows, manage customer relationships, and automate tasks, leading to improved productivity and efficiency. However, some users have reported occasional technical glitches, limited reporting options, and challenges with customer support responsiveness. Additionally, pricing concerns and perceived complexity for certain tasks have been mentioned in some reviews.

    Not Available
    Not Available

    Zoho CRM receives positive reviews for its user-friendly interface and affordability. Users appreciate its comprehensive features, including lead tracking, contact management, and automation capabilities. However, some users report a steep learning curve and occasional glitches, particularly with advanced features. While customer support receives mixed feedback, Zoho CRM is highly recommended for businesses seeking an all-in-one solution to improve efficiency and customer relationships.

      Read All User Reviews Read All User Reviews Read All User Reviews Read All User Reviews

    AI-Generated from the text of User Reviews

    Pricing

    Pricing Options
    • Free Trial Available
    • Starts at $9.0. Offers Custom plan.
    • Free Trial Not Available
    • Starts at $83.25. Offers Free-forever plan.
    • Free Trial Not Available
    • Sage CRM Offers Custom plan.
    • Free Trial Available
    • Starts at $14.0.
    Pricing Plans
    Monthly Plans Annual Plans

    Starter $9.00 $9.00 per user / month

    Pro $29.00 $29.00 per user / month

    Premium $59.00 $59.00 per user / month

    Industry Edition Custom

    Free Free

    Startups $83.25 $99.00 per user / month

    Small/Medium $249.92 $299.00 per user / month

    Unlimited Growth $416.58 $499.00 per month

    Sage CRM Custom

    Standard $14.00 $20.00 per user / month

    Professional $23.00 $35.00 per user / month

    Enterprise $40.00 $50.00 per user / month

    Ultimate $52.00 $65.00 per user / month

    CRM Plus $57.00 $69.00 per user / month

    CRM Flex $14.00 $14.00 per user / month

     
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    Screenshots & Videos

    Screenshots Not Available Not Available Not Available Live Chat System
    + 12 More
    Videos Video Thumbnail Not Available Video Thumbnail Video Thumbnail
    + 3 More

    Vendor information

    Company Details Located in: Dublin, California Founded in: 2016 Located in: Boca Raton, Florida Located in: New Castle, Delaware Located in: Pleasanton, California - 94588 Founded in: 2005
    Contact Details

    +1 510-924-1683

    https://www.convergehub.com/

    + 1 442-253-1094

    https://equp.com/

    +1 866-996-7243

    https://www.sage.com/en-us/products/sage-crm/

    +1 877-834-4428

    https://www.zoho.com/crm/

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