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Build relationships with leads

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followup-check-in

CompanyHub reminds you of contacts you need to followup

Regular followups help you strengthen relationship and develop trust. So when they are ready to buy, you are on top of their mind. Also makes sure no lead falls through the cracks.

Filter / segment your leads and prioritise them

You can filter / group your leads and other data by country, sales person, or any criteria. Filters can be saved and shared for 1 click access.

contact view filters

360° View of Customer

Get complete details of your customers in 1 place – see all the conversations,
activities and tasks scheduled with them – Easy Contact Management

contact management overview

Import leads from anywhere. Automatically.

  • File Upload
  • From Email
  • Capture from Website / Social media

contact or lead data import in crm

Sales people hate updating CRM

But it’s not their mistake. CRMs are time consuming. But not CompanyHub

Quick actions make it as easy as excel. Really.

CompanyHub lets you do everything – create new records, edit like excel, send followup mail, set next followup date etc. – all from one place. Finally a CRM your team will love!

quick add update contacts and leads

add task notes conversation for leads and contacts

Easy logging of conversations is really important for success of CRM

CompanyHub syncs email conversations and makes it very easy to add notes, conversation, tasks etc – right from the listing of leads. Isn’t that awesome?

Organize your sales today

Easy as excel.

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