Managing Leads Using CompanyHub is As Easy
And As Flexible As Excel.
Works for B2B XCHARX B2C both
Smart followup suggestions ensure that you never miss a lead again.
Try It Yourself
14 Danski besplatni probni period. Nije potrebna kreditna kartica.
Sales People Hate Updating CRM
But it’s not their mistake. CRMs are time consuming. But not CompanyHub.
They can quickly create a new Lead /
Contact without leaving the page
Adding Notes / Tasks / Conversations
Oni mogu dodati aktivnost i sa iste stranice.
Editing Like Excel
They can double click any field to make changes. And save all changes in 1 click.
Setting Next Followup Date
It is not necessary to spend minutes creating
followup tasks every time. Just set date
and it will show up in followups.
Uvoz i izvoz
To import, upload the file, map your
columns to fields and …… done! No fixed
format required. You can also import contacts
& companies from a single file and they
will be automatically associated.
You can also capture leads directly from your
website in CompanyHub
360 ° Pogled klijenta
Get complete details of your customers in 1 place – see all the conversations, activities
and tasks scheduled with them – Easy Contact Management
Smart followup suggestions. So you never miss a lead again.
CompanyHub reminds you of contacts you need to followup. Just set hotness indicating how often you would like to stay in touch. Whenever there is lack of communication, you will automatically get a followup reminder.
Track all the information you need with custom fields
Track any information like geography, industry, size etc using custom fields.
You can use them in:.
Uvoz i izvoz