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ConvergeHub

Score8 out of 10

2 Reviews and Ratings

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What is ConvergeHub?

ConvergeHub is a converged CRM for SMBs.

According to the vendor, this solution can manage all of your sales, marketing, support, and billing needs, with a converged, full-featured, yet extremely easy-to-use CRM that is priced within reach. The vendor’s value proposition is that the features are optimized for small to medium-sized businesses that have the same needs as large corporations–but don’t have massive budgets to integrate or pay for expensive add-ons. All ConvergeHub CRM features are built-in, work together, and have a uniform look and behavior. Businesses can use ConvergeHub to automate typical day-to-day tasks and marketing automation processes within a simple and intuitive interface.

Categories & Use Cases

Media

ConvergeHub dashboard provides a quick and precise snapshot of the key business metrics, namely – Deals by Expected Close Date; Leads by Source; Lead Acquisition & Deal Acquisition and so on.
ConvergeHub calendar allows users to schedule, reschedule, organize, add and edit the tasks. Users can share the calendar with colleagues for quick collaboration. They can check tasks due dates and get notified about upcoming meetings.
Users can frame and run marketing campaigns across four broadcast mediums – Email, Direct Mail, SMS and Social. At the end of every campaign, they can use the cross-channel campaign tracking feature to measure the campaign performance and identify the most profitable channels.
ConvergeHub provides Case History for every customer stored in the CRM. The case history section includes important details like - total number of cases, assigned customer support agents, case resolution status and case closure date.
ConvergeHub Library module enables users to store, share and manage important files, collaterals, brochures, presentations and case studies for every target, lead, account, contact, deal and customer.
ConvergeHub facilitates its users to store all business contacts within one unified database that is accessible round-the-clock from any internet-enabled device. The contact details section includes information such as email, phone number, meeting notes, to-do lists and documents. Users can customize the contacts management section and add comments, notes, events and files to the contacts.

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Key Features

Learn about the best (and worst!) features ConvergeHub has to offer, as determined by TrustRadius' reviewers.
Based on 2 ratings of ConvergeHub's features
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Top Performing Features

  • Customer data management / contact management

    The software acts as a single source for all customer data and enables users to access that data efficiently.

    Category average: 8.5

  • Workflow management

    The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

    Category average: 7.4

  • Opportunity management

    Users can track deals and create quotes.

    Category average: 8.1

Areas for Improvement

  • Integration with email client (e.g., Outlook or Gmail)

    Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

    Category average: 7.8

  • Case management

    This includes incident/ticket creation, routing, escalation, and resolution.

    Category average: 8.1

  • API for custom integration

    An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

    Category average: 7.6

Reviews

What users are saying about ConvergeHub.
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Best budget CRM for startups and SMEs

Incentivized
Prashant ChoudharyView profile
Business Development Manager in Sales at EMTEX ENGINEERING PRIVATE LIMITED (201-500 employees employees)

Pros

  • The dashboards are really good and feature laden.
  • The UI is really intuitive as well as user friendly.
  • Automation of simple tasks as well as the marketing process is really easy.
  • Above all the pricing takes the cake here.

Cons

  • Customer support isn't that great, takes a lot of time to respond.
  • Notifications are not on time, i.e. they are delayed and not real time.
  • Lack of integration with other applications.

Return on Investment

  • It helps increase the overall productivity by automating daily routine tasks.
  • Sales & marketing process becomes easier and more productive.
  • Workflow management is easier.
  • Overall productivity increases many-fold.

Alternatives Considered

Keap (formerly Infusionsoft), Sugar Sell (SugarCRM), HubSpot CRM, Zoho CRM, Mailchimp and Pipedrive

Other Software Used

HubSpot CRM, Pipedrive, Mailchimp, Zoho CRM, Keap (formerly Infusionsoft)

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