CompanyHub Is Fully Customizable For Your Industry
You can organize any data / process. Not just leads.
360° View of Lead in One Place
Get complete details of your customers in 1 place
- Notes & Conversations
- Attachments
- Deals & Task
Organize Data The Way You Want With Drag-Drop Customization
Easy As Excel Lead Management Software
From a single screen you can create leads, modify like excel, add notes / conversations
Automate Any Process with Drag-Drop
- Alerts / reminders to sales people
- Reminders / mails to clients
- Alerts / notifications to managers
- Automate any workflow / process like checking duplicates
- Bulk changes like transferring leads
Create Professional Looking Quotes In 1 Click
Custom branding and design, customizabe as per your needs
- Sales Quotes
- Sales Orders
- Receipts
- Agreements
- Proposals
- Donations
See Sales Activities, Performance of Agents & Customer Insights With Very Easy Yet Powerful Reporting.
- See Agent activities
- Compare Performance of Agents
- Analyze Anything in Realtime like - Sales, deal sizes, close rate, activities, comparative performance, etc.
Dynamic Forms
Add rules to forms of Contacts, Companies, Deals etc.
Data Visibility
Set visibility of data, control access to fields and operations
1 Click Integrations Using Integrately
Connect CompanyHub to 100s of other apps using our own integration platform, Integrately.
With CompanyHub you get seamless integration with all the popular applications
- Integrately
- Zapier
- PieSync
- API
- Web to Lead
Book Meetings in 1 Click
What Our Users Say...
Your team has built such a thoughtful, powerful product – it’s clear how much time and attention has gone into this behind the scenes. I’ve tried out a lot of CRM’s, and nothing else matches up to functionality, usability and flexibility you’ve built in here… Very excited to be using it, i know it will make my business more successful
Jordan Goldman
Founder & CEO of Unigo (acquired) and Switchboard (acquired)
Take a 15 min ride of CompanyHub and be ready to be thrilled
Let's Try It 14 Days free trial. No credit card required.
