CompanyHub CRM

About CompanyHub CRM

CompanyHub is a SaaS (Software as a service) platform. It is challenging for CRM software to meet everyone's sales processes team's needs, but CompanyHub software is a rescue because it is fully customizable and easily adapts to their requirements without any code. Companyhub is very useful as it lets them do everything from one place, exactly like Excel. Users can create records, edit fields, note conversation and tasks, and send follow-up emails. So ultimately, it is extremely useful and time-efficient software. CompanyHub is a professional CRM package that can organize and prioritize leads. It is a very useful and convenient CRM software similar to excel, comprising user-friendly features and tools. It is so productive that users can view or enter all the details from the same page. There is more than one reason why users must opt for this fantastic software to customize and report data. It also automates the hopeless task so that the user's sales representative can focus on what exactly matters. Isn't it amazing? Along with being supportive, responsive, and feature-rich, it has plans that can conveniently cover the most needed features.

Screenshots & Videos

Pricing

Free Trial Available
Starts at $15.0.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.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

92%
Reviews

68%
Momentum

61%
Popularity

74%

Platforms Supported

Browser Based (Cloud)
Mobile App (Android, iOS)

Organization Types Supported

All (Small, Medium, Large)

API Support

Available

Modes of Support

24/7 (Live rep), Business Hours, Online

CompanyHub CRM Features

Show Feature Explanation

Show Missing Features

CRM Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

92%

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.

Customization

Helps to customize the system for use in industry-specific use cases

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

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

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Standard Features

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

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

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Referral Tracking

Track and manage your referred customers.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Document Management

Ability to store and manage various information and documents in electronic format.

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

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.

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

CompanyHub CRM Pricing

Free Trial

Available

Pricing Options

Premium Plans ( Subscription )

Pricing Plans

MONTHLY YEARLY

Productivity $15.00 $21.00 per user / month

Features

Lead Management
Single Deal Pipeline
2 – way email sync
1 email account / user
Appointment Booking
Bulk mail
Unlimited Email tracking, even from Gmail
Email Templates
Email Scheduling
Remind if no reply
Custom Fields
Control who can see which fields
Integrate with 100s of apps
Capture leads from website

Automation $24.00 $36.00 per user / month

Features

Lead Management
Multiple Deal Pipelines
2 – way email sync
3 email accounts/user
Appointment Booking
Bulk mail
Unlimited Email tracking, even from Gmail
Email Templates
Email Scheduling
Remind if no reply
Custom Fields
Control who can see which fields
Integrate with 100s of apps
Capture leads from website
Dashboards & 20+ standard reports
Custom reports, even on custom fields
Various types of charts
Export reports
Hierarchy based visibility of data
Automate your workflow
Scheduled alerts/actions
Bulk changes/actions
Create custom logic (without any code!) to automate any business process
Automated mails/alerts
Automatically create tasks/other records

Accelerate $42.00 $64.00 per user / month

Features

Includes features of Automation plan, plus
Dynamic Forms
Custom Tables
Advanced customization for your industry
Custom apps to manage other processes
Reporting & Automation on Custom Tables
Create professional-looking Quotes in 1 click
Customizable Quote template
Sales Order & Inventory
Territory Management / Rules-based data visibility

Screenshots of Vendor Pricing Page

Disclaimer: The pricing details were last updated on 11/09/2018 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about CompanyHub CRM Pricing.

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CompanyHub CRM Reviews

User Rating

4.7/5 (Based on 73 Ratings)

Ratings Distribution

Excellent
78.1%
Very Good
17.8%
Average
4.1%
Poor
0%
Terrible
0%

Do You Use CompanyHub CRM?

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Review Summary

Customer reviews indicate that CompanyHub CRM is a reliable and user-friendly customer relationship management (CRM) system. It is praised for its ease of use, customizable features, and effective lead management capabilities. However, some users have reported occasional glitches and integration issues. Overall, CompanyHub CRM is considered a solid choice for small and medium-sized businesses looking for an affordable and comprehensive CRM solution.

Pros

Customizable CRM platform tailored to specific business needs.
Automates tasks like lead generation, contact management, and sales tracking.
Mobilefriendly, allowing access and updates from anywhere.
Integrates seamlessly with other business applications.

Cons

May require a learning curve for users not familiar with CRM platforms.
Some users have reported occasional system glitches and performance issues.
May lack advanced features and customization options found in more robust CRM solutions.
Limited reporting capabilities compared to some competitors.