ConvergeHub Reviews & Pricing

Key Features

• Account Management: Store and organize all contacts and communication information in a single-page interface. Use accounts to segment and target campaigns. 
• Contact Management: Store and track information, including opportunities, leads, vendors and customers. Share contact and communication information on a company-wide, team-wide and individual level to make collaboration seamless. 
• Customer Support and Case Management: Access a dedicated customer support portal that tracks and resolves issues. Create and share a knowledge base to address common customer questions and manage call center activities for faster response time and higher customer satisfaction. 
• Document Management: Publish, store, edit and share documents like agreements, proposals and more via a central platform. 
• Lead Management: Collect, organize, manage and track all leads centrally. Set up lead qualification criteria and add custom fields for additional information about a given lead. Leads can be grouped and segmented at each stage of the pipeline for dedicated email campaigns. 
• Email Marketing: Segment members and customize communication per segment using in-built templates and graphics. Segmentation can also be used to create print mail and material dispatched to physical addresses. 
• Quote Management: Create professional, customizable quotes, proposals and price books using available templates within minutes and share them across the team to maintain consistency. 
• Workflow Automation: Utilize rule-based workflow automation for activities and follow-up communications to cut down on repetitive manual tasks and eliminate manual errors. 
• Lead Generation: Source leads with one click using the Lead Generation module and Chrome extension. Prompt sales team members to take follow-up action immediately and keep the database fresh and engaged. 
• Lead Scoring: Assign positive or negative scores to customers based on demographics or indicating certain behaviors, such as being interested in cross-sell offers, buying a new service/product and more.  
• Marketing Automation: Build efficient processes using a variety of marketing automation settings. Campaign sequences are easy to create using the drag-and-drop interface, and you can set up workflows by defining triggers based on user actions. A/B testing is also supported. 
• Product Database Management: Manage a digitized product catalog to access prices and availability, as well as to manage deals and promotions. 
• Sales Process Management: Enable either a pre-built or a custom-defined sales process, streamline sales activities and measure success against each step. 
• Sales Engagement Tracking: Get access to open rates and click tracking to focus on sales efforts and the most engaged prospects once an email is sent. 
• Sales Pipeline Management: Support revenue projections, strategy adjustments and focused efforts via a visual, real-time sales pipeline. Include quantifiable metrics like opportunity close rate, close-won value, open deals and more. 
• Opportunity Management: Manage opportunities with layered segmentation based on filters like demographic, deal size, engagement rate and more. Assign scores to leads to improve close rates. 
• Dashboard: Get a customizable drag-and-drop visual dashboard to depict key metrics and prioritize to-do lists, sales pipelines and performance charts. 
• Reports and Analytics: Access reports to analyze funnel movement, employee activity and performance management, sales performance and marketing effectiveness. Customize reports on parameters like date ranges, sales rep, source and more. 

Limitations

•  Data entry is time-consuming. 
•  Navigation is complicated in some modules. 
•  Customer support is hard to reach. 

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