Fully Customizable CRM
With Powerful Reporting, Email Sync & Bulk Mail
Data Sharing Rules
Professional Quotes in seconds
You Can Customize Your CRM With Drag - Drop
It adapts to your business needs.
You can create custom:
- Tables / Forms (like Projects, Campaigns etc.)
- Business logic
Minimize Data Entry
- Automatically import leadsFrom email/website/social media
- Email Sync
- Bulk Mail
Get 360° View of Leads
CompanyHub CRM shows contact information, emails, conversations, notes, tasks etc - everything at a glance. So you get the complete picture, quickly. You can send followup, create task, set next followup date, change hotness etc from contact dashboard. All this from a very well organized page.
Get Visibility in Sales
See potential deals by stages
See all open deals in 1 view. Know which deals are in which stage, what is the potential amount in each stage etc. Sort them with drag and drop. You can even filter the deals by sales person.
Create reports while in meeting
CompanyHub has really powerful yet easy reporting. You can create real time reports in seconds and take decisions based on facts, not guesses. Diiferent types of reports can be created, even using your custom fields.