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.


Provate voi stessi
Prova gratuita per 14 Days. Non è richiesta alcuna carta di credito

Sales People Hate Updating CRM

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

Creating Leads

They can quickly create a new Lead /
Contact without leaving the page

Adding notes / tasks / conversations

Possono aggiungere attività anche dalla stessa pagina.

Editing like excel

They can double click any field to make changes. And save all changes in 1 click.

Import & Export

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 ° Vista del Cliente

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:.

Rapporti

filtri

Import & Export

Permessi

…almost everywhere.

You can also associate different records, like associate Deal with Contact, using custom fields.
You can also group fields in sections, reorder / hide fields and change columns.

Fai un giro 15 di CompanyHub e sii pronto ad essere elettrizzato

Proviamolo Prova gratuita per 14 Days. Non è richiesta alcuna carta di credito