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ConvergeHub Reviews & Product Details - Page 2

ConvergeHub Overview

What is ConvergeHub?

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, Piesync, APIs and Webhooks.

ConvergeHub Details
Languages Supported
English, Spanish
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Product Description

Cloud-based CRM software for SMBs

How do you position yourself against your competitors?

ConvergeHub provides a distinctive edge against its competitors both from the technological and business point of view:

Technological advantage:
• Cloud: Anytime Anywhere access from any internet-enabled device
• Intuitive Interface: Simple navigation and friendly interface to ensure quick and easy user adoption.
• Configurable: Easily adaptable to different business process requirements.

Business advantage:
• Business Growth software: Enables fast-growing small business get more customers and grow more sales by combing the power of customer relationship management, multi-channel marketing, business process automation, document management, partner collaboration, and dynamic reports and analytics in one solution.
• Unified Platform: Streamlines, sales, marketing, customer service and collaboration; serves as one central platform to nurture leads, recognize opportunities, close deals and support customers
• App integration: App integration is available for Docusign, GoToMeeting, Twilio, QuickBooks, Outlook, Google Apps and many more.


Seller Details
Year Founded
2016
HQ Location
San Francisco Bay Area, California
Twitter
@convergehub
1,851 Twitter followers
LinkedIn® Page
www.linkedin.com
14 employees on LinkedIn®
Description

Powerful yet Simple CLOUD CRM for SMBs


Shampa B.
SB
Overview Provided by:
Founder and CEO, ConvergeHub

Recent ConvergeHub Reviews

Daniel V.
DV
Daniel V.Small-Business (50 or fewer emp.)
4.5 out of 5
"A good all-in-one CRM"
I like the how clean and simple to use the system is, even my some of my non-tech members of staff love it.
André P.
AP
André P.Small-Business (50 or fewer emp.)
5.0 out of 5
"Awesome CRM-Software with outstanding support!"
I am customer of Convergehub since 2021 and very happy with the individual options it gave. I tested a lot of different CRM platform and it is the ...
Baggy T.
BT
Baggy T.Small-Business (50 or fewer emp.)
5.0 out of 5
"Probably the most versatile CRM system I have used after 25 years in business."
The flexibility of the system. The user interface and the ease of use. It is almost intuitive when you set up the CRM as to how you want it. We too...
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ConvergeHub Media

ConvergeHub Demo - Customizable Dashboards
View your entire business from the Dashboard page. Build and customize your own Dashboards.
ConvergeHub Demo - Leads: 360-degree prospect view
Leads module is designed to follow-up methodically and close sales quickly
ConvergeHub Demo - Send Campaigns and track stats
Use marketing modules to attract more leads and nurture them through constant communication
ConvergeHub Demo - Track Cases and send automated responses
Provide stellar support and create amazing customer experience with ConvergeHub’s Support feature
ConvergeHub Demo - Create Products/Services, Quotations and Invoices
Manage products or services, create quotations and send invoices
ConvergeHub Demo - Work Smarter with Automation
Automate repetitive tasks and skyrocket your productivity.
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Have you used ConvergeHub before?
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Video Reviews

36 ConvergeHub Reviews

4.8 out of 5
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36 ConvergeHub Reviews
4.8 out of 5
36 ConvergeHub Reviews
4.8 out of 5

ConvergeHub Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons
This product has not yet received any negative sentiments.

Overall Review Sentiment for ConvergeHubQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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TW
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about ConvergeHub?

Here are the three things I like the most about ConvergeHub: 1) The software is feature rich, many of which I expected to see in more expensive tools. 2) The support is excellent - probably the best in class. In fact, they surprised me with the fast response. 3) The price is much more afforable than other similar tools. Thus, from a value perspective, this tool is excellent. Review collected by and hosted on G2.com.

What do you dislike about ConvergeHub?

There is not much I dislike. I would like to see some of the reports that I am used to in the existing tool. But to be fair, we are still in the learning mode. Review collected by and hosted on G2.com.

What problems is ConvergeHub solving and how is that benefiting you?

We are looking for a comprehensive CRM too for our growing business. This tool strikes the optimal balance between feature rich, ease of use, comprehensive features, good support, and excellent price. Review collected by and hosted on G2.com.

DD
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about ConvergeHub?

One of the most impressive aspects of the platform is the high level of customisability - it's very easy to quickly create beautiful dashboards ('dashlets') that track the key metrics that matter to you

Another strong point is that, despite having an almost overwhelming number of options and functions, the customer support and tutorial videos are first-rate and help you to orient yourself quickly. Review collected by and hosted on G2.com.

What do you dislike about ConvergeHub?

The UI is somewhat dated but hardly a deal-breaker Review collected by and hosted on G2.com.

Recommendations to others considering ConvergeHub:

It's very much worth trying out if you're looking for a full-featured CRM without the enterprise-level price tag. Review collected by and hosted on G2.com.

What problems is ConvergeHub solving and how is that benefiting you?

I'm in the early stages of using the platform but after spending time reviewing the functionality and configuring my account, I can see how convergehub is likely to prove very useful in the future for streamlining and optimising the sales process. Review collected by and hosted on G2.com.

ML
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about ConvergeHub?

It is an excellent ally in the management of all processes that involve sales, billing and customer management since in a fairly easy way it allows me to have better control in all the areas that I mention, not to mention that it also has assistance functions for the digital marketing of our company which is a great plus, since not all applications have as many functions as ConvergeHub, its price has been a great, great attraction when making the decision about acquiring it or not, since It is a much more accessible price than other similar applications and offers essentially exactly the same, with the only difference that ConvergeHub is much more accessible to users in economic matters, learning is something quite accelerated, there is no learning curve since from the first moment your knowledge grows at an accelerated rate Review collected by and hosted on G2.com.

What do you dislike about ConvergeHub?

Customer service is difficult to contact, it can literally turn into a stone in the shoe if we are presented with a major inconvenience since they take too long to respond to the problems that arise. Review collected by and hosted on G2.com.

What problems is ConvergeHub solving and how is that benefiting you?

It has been very useful to me when it comes to better management and control of my company's processes, since I previously carried them manually and individually, now I already have in one place all the necessary tools to guarantee that My company is a success and at a reasonable price, I am simply quite impressed with all the results I have obtained and in such a short time of use, I recommend them to all, I assure you that you will not regret it. Review collected by and hosted on G2.com.

krystal b.
KB
Sales Associate
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about ConvergeHub?

I like all of the options that I have and that I can now stop using so many different softwares for the same result as being able to use my CRM to bring in leads. This is huge for me. Review collected by and hosted on G2.com.

What do you dislike about ConvergeHub?

I am new to Convergehub so I have not found anything I dislike about it. I think there is a lot of options and I am excited to get more in depth with the CRM. Review collected by and hosted on G2.com.

Recommendations to others considering ConvergeHub:

Give it a try. It is an easy platform with a lot of potential! Review collected by and hosted on G2.com.

What problems is ConvergeHub solving and how is that benefiting you?

I can set up direct landing to CRM which will be a timesaver for me and then drip them directly from the platform. I have had sometimes 4 softwares running to get this result. Review collected by and hosted on G2.com.

David W.
DW
Owner
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about ConvergeHub?

A very functional CRM - especially for the price. It provides our growing company the ability to improve our sales and customer interaction process, without going into debt like with other CRMs we considered. The interface is intuitive and the way the system is structured makes sense fairly quickly. Review collected by and hosted on G2.com.

What do you dislike about ConvergeHub?

Parts of the UI look maybe a little aged...but that is subjective. Review collected by and hosted on G2.com.

Recommendations to others considering ConvergeHub:

Watch YouTube Videos Review collected by and hosted on G2.com.

What problems is ConvergeHub solving and how is that benefiting you?

Leads and follow-ups do no longer fall through the cracks. It helps our team to stay on top of where leads are coming from and provides a solid "launch-pad" for all our customer experience pipelines we are building. We are also trying to optimize ConvergeHub's interaction with other tools we use to further improve our workflow. Review collected by and hosted on G2.com.

Mike Lester R.
MR
Systems Head
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about ConvergeHub?

What I like about ConvergeHub is that I now have a single platform to manage everything about my Customers, Marketing and Sales Campaigns,Servicing (Tickets), Billing,Documents Library, and much more about my Business. They even have a very comprehensive Report Builder for exporting all data inside my Convergehub platform. The platform is very easy to use and comes with built in integrations for automating flow of data from other platforms into Convergehub.

Furthermore, there are a lot of native integrations that are already available for integration with the Convergehub platform like Mailchimp, Onedrive, Twillio, Docusign, Typeform, Box, and more. Review collected by and hosted on G2.com.

What do you dislike about ConvergeHub?

Maybe the least liked feature of Convergehub for me is their Mobile app, as it looks very outdated. Although you can always use the convergehub web app in your mobile or tablet.

Likewise for the servicing module, it is not as comprehensive as dedicated support desk platforms.

Further, the limitation on accounts, users, and storage is just limiting at this point. Review collected by and hosted on G2.com.

Recommendations to others considering ConvergeHub:

For businesses looking at an all-in-one platform for your Business or clients, I recommend taking a look at Convergehub with all the features that comes built into the platform. Review collected by and hosted on G2.com.

What problems is ConvergeHub solving and how is that benefiting you?

I am looking for an all in one platform for all the customer information I have for my growing business. I am moving from my current FREE Hubspot account which has features comparable to ConvergeHub.

The benefits I realized from moving my data is that I am now able to use the premium features of Convergehub to do Email Marketing which comes with the Convergehub subscription,my own document library, and Automations I can customize inside the Convergehub platform. Review collected by and hosted on G2.com.

Gethin J.
GJ
SE Ranking
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about ConvergeHub?

Straight forward. It's ux isn't fancy or that modern but it is very clear where things are and what they do. I use two other CRM's and this one is easily the most straightforward. Review collected by and hosted on G2.com.

What do you dislike about ConvergeHub?

Native integrations. At the moment it's reserved for a couple projects with a particular strategy, rather than a core business system because it doesn't connect with other Saas solutions we use. Review collected by and hosted on G2.com.

What problems is ConvergeHub solving and how is that benefiting you?

It's too early to talk about benifts but I feel like the main thing (unlike other CRMs Im using) is that it's going to be easier to manage and less bugs to worry about. Review collected by and hosted on G2.com.

Daniel V.
DV
Web Development
Marketing and Advertising
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
(Original )Information
What do you like best about ConvergeHub?

I like the how clean and simple to use the system is, even my some of my non-tech members of staff love it. Review collected by and hosted on G2.com.

What do you dislike about ConvergeHub?

I wish they had more native integrations as well as better responding support. Review collected by and hosted on G2.com.

Recommendations to others considering ConvergeHub:

do a trial first to see if it fits your needs then decide. Review collected by and hosted on G2.com.

What problems is ConvergeHub solving and how is that benefiting you?

First of all is to keep everything under one roof, leads, clients, sales, marketing and automation for our business. Where before it was all over the place and was difficult to get an big picture of the business. Secondly, the ability to add all our staff to use and streamline everyting. Review collected by and hosted on G2.com.

RG
Owner
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about ConvergeHub?

The fast support and short to the point tutorials. Also that we can customize the tool / dashboard for our needs. Review collected by and hosted on G2.com.

What do you dislike about ConvergeHub?

Sometimes we had error messages importing our big customer list, but with support was handled right away. Review collected by and hosted on G2.com.

Recommendations to others considering ConvergeHub:

Ideal for small businesses. The learning curve it just right. Review collected by and hosted on G2.com.

What problems is ConvergeHub solving and how is that benefiting you?

The main problem we are solving with ConvergeHub is having good control of our workflow from (online) marketing, to lead generation, to estimates, to sales and possible job problems we need to take care of (creating a ticket). We are also using ConvergeHub to involve our many sub-contractors by giving them all the details of the job and a platform they can add images / videos of the job done. This way all is in ONE place :-). Review collected by and hosted on G2.com.

Michael B.
MB
Marketing Manager
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about ConvergeHub?

I've just started using ConvergeHub, and I like what I've seen so far. The Piesync & Zapier integrations work very well. They allow us to sync data between ConvergeHub and the rest of our tool stack. ConvergeHub itself is incredibly feature-rich, I have only had an opportunity to delve into the CRM & Marketing tools. I'm impressed with how robust this platform is in comparison to other tools I've used. ConvergeHub is lightning-fast, and the Hubs (CRM, Marketing, etc.) work well with each other. I highly recommend giving ConvergeHub a shot. Review collected by and hosted on G2.com.

What do you dislike about ConvergeHub?

The user interface could use a bit of an update. Review collected by and hosted on G2.com.

What problems is ConvergeHub solving and how is that benefiting you?

ConvergeHub is allowing us to store all of our leads in a single place. Review collected by and hosted on G2.com.