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ConvergeHub Reviews & Product Details - Page 3

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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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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G2 reviews are authentic and verified.
Lucius W.
LW
Owner/Videographer/Photographer/Director/Video Editor
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?

This CRM platform is full of powerful weapons for a small or mid-sized business to get them off the ground and running.

ConvergeHub let you seamless integration with third party application Review collected by and hosted on G2.com.

What do you dislike about ConvergeHub?

It can seem overwhelming in the beginning, specially if you're new to CRM!

They do have a lot of information on their website. Review collected by and hosted on G2.com.

Recommendations to others considering ConvergeHub:

Take your time, and plan on what you want to do with ConvergeHub first, Then watch and learn as much as you can on ConvergeHub website. Review collected by and hosted on G2.com.

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

ConvergeHub can help with my new growing list, with automatic. Also, the biggest benefit is that I can hook up ConvergeHub with other third-party applications that I haven't even thought of using it with ConvergeHub! Review collected by and hosted on G2.com.

Danil V.
DV
Chief Executive Officer
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?

Сonvergehub has all functions for CRM that sales CRM should have.

Zapier integration allows to connect it with anything.

I like also in this crm:

Sales pipeline

Great dashboards

Automations

Twilio integration Review collected by and hosted on G2.com.

What do you dislike about ConvergeHub?

Some UI improvements, but it's already in roadmap Review collected by and hosted on G2.com.

Recommendations to others considering ConvergeHub:

Just try it. Convergehub has a lot of features.

Youtube and tutorials will help you to figure out and implement the most part of the features. Review collected by and hosted on G2.com.

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

It helps me to build relationships with customers. Review collected by and hosted on G2.com.

Sharan K.
SK
Chief Digital Marketing Strategist
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?

We had great experience using this tool. Majority of the problems were in lead tracking and lead segregation. This was solved by this tool. Also it will remind my sales team and notify me if in case lead was not followed up by my sales team. Love this tool Review collected by and hosted on G2.com.

What do you dislike about ConvergeHub?

Invoicing Customisation & Auto lead updation Review collected by and hosted on G2.com.

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

Tracking Leads from all the sources and Following up on time. Its helping me make my sales team accountable for the followups Review collected by and hosted on G2.com.

GQ
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best about ConvergeHub?

I like the ability to track all my biz in this tool. Not just CRM data, but I am able to track revenue as well.

Good value for the cost. Review collected by and hosted on G2.com.

What do you dislike about ConvergeHub?

None at this point. Support has been very responsive to my queries Review collected by and hosted on G2.com.

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

I am able to tracks my leads thru the marketing and sales funnel as well as provide revenue metrics and post-sale customer support into a single tool. Review collected by and hosted on G2.com.

Verified User in Financial Services
AF
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?

We needed an intuitive, feature-rich, and easy-to-use CRM platform with a short learning curve. Setting up and customizing the suite is straightforward. It's an excellent platform for managing the process of converting prospects into customers. Another big advantage for us is the automation of email sequences. The support team is quick and responds promptly via email. Review collected by and hosted on G2.com.

What do you dislike about ConvergeHub?

The user interface/backend is dated and should get a fresher design. Review collected by and hosted on G2.com.

Recommendations to others considering ConvergeHub:

This platform simplifies and consolidates your CRM process. Review collected by and hosted on G2.com.

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

With ConvergeHub we can nurture customer relationships intuitively. Our team efficiently manages all core sales and marketing activities via this CRM platform. The automation of email sequences reduces the workload. Review collected by and hosted on G2.com.

Kevin N.
KN
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?

We have been looking for a CRM that could provide an ALL-IN-One solution. Convergehub has provided that solution for us.

Easy to use and integrates with my Google Suite. The customization of fields seems to be unlimited. Review collected by and hosted on G2.com.

What do you dislike about ConvergeHub?

The interface is a little outdated, but we were informed that they would be updating that soon. Review collected by and hosted on G2.com.

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

We can see our sales goals, and Convergehub keeps us informed when to reconnect with our clients, so tracking our leads is done automatically.

We have only been using Convergehub for two months now, and we are still learning all the features, so we will have more to report soon. Review collected by and hosted on G2.com.

Daniel M.
DM
Digital Marketer for Credit Unions ★ Facebook & Google Paid Advertising ★ Google Certified Partner
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?

ConvergeHub allows you to not only engage four levers in your revenue generation efforts: marketing, sales, service and billing (in one platform), there are unlimited ways you can push data into ConvergeHub (Zapier, Import, API, Webhooks, etc). Review collected by and hosted on G2.com.

What do you dislike about ConvergeHub?

I wish you can send emails thorugh ConvergeHub but they integrate seamlessly with 3rd party tools. Review collected by and hosted on G2.com.

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

I have a robust-enterprise CRM that is not hard to learn or use. Review collected by and hosted on G2.com.

Jason C.
JC
Founder
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?

Convergehub allows me to easily pull up clients and track deal opportunities. Review collected by and hosted on G2.com.

What do you dislike about ConvergeHub?

It can be a bit of a learning curve at first, but not an issue. Review collected by and hosted on G2.com.

Recommendations to others considering ConvergeHub:

Certainly a great choice if you want to eliminate some of the barriers to entry for a CRM. Review collected by and hosted on G2.com.

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

Tracking of client deals and keeping track of sales. Review collected by and hosted on G2.com.

Steve W.
SW
Operations Director
Staffing and Recruiting
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?

Simplicity of the platform, all the team got straight on board without training Review collected by and hosted on G2.com.

What do you dislike about ConvergeHub?

Obviously still in constant development, so tweaks needed here and there Review collected by and hosted on G2.com.

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

Centralising data that can be used by the whole team Review collected by and hosted on G2.com.

Hany E.
HE
CEO
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?

Convergehub works well, is reasonably intuitive, and the support is fast. A feature was added within an hour of asking for it! On that basis, I can only see this product improving. Review collected by and hosted on G2.com.

What do you dislike about ConvergeHub?

Users are limited but I will upgrade it to the next level soon Review collected by and hosted on G2.com.

Recommendations to others considering ConvergeHub:

I recommend you should give them a try. Review collected by and hosted on G2.com.

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

I found it very convenient that we can save email templates and also our products here. Review collected by and hosted on G2.com.