CompanyHub Has Most of the Features of Agile CRM
Then What Makes CompanyHub Much Better?
Contact Management
| Comparison |  |
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|---|---|---|
| Create and manage Contacts from a single page |  |
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| Edit records like excel | |
× |
| Add notes, conversations and tasks from the list view | |
× |
| Customize columns | |
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| Save filters | |
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| Field level permissions | |
× |
| Record level permissions | |
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| Bulk Email sends | |
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| Sales territories and assignment rules | |
– |
| Visual deal pipeline | |
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Followups & Lead Nurturing
Stay in touch with all your valuable leads with just a single click
| Comparison | |
|
|---|---|---|
| Smart followup suggestions for contacts | |
× |
| Smart followup suggestions from email | |
× |
| Set next followup date in a click | |
× |
Email Management
Stay on top of all conversations with advanced email features
| Comparison | |
|
|---|---|---|
| 2 way email sync | |
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| Bulk Emails | |
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| Email Templates | |
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| Email Tracking | |
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| Tracking mails from Gmail | |
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| Remind if no reply | |
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| Email Scheduling | |
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Customization and Automation
Manage your businesses easily with automated workflows and custom tables
You can track anything. Not just leads.
Automotive
- Quotes
- Commissions & Incentives
- Scheduled Payments
- Loan Disbursements
- Vendors & Showrooms
Manufacturing
- Products
- Pricelists
- Quotations & Orders
Real Estate
- Properties / Projects
- Bookings
- Site visits
- Payments
- Agreements
Travel
- Itinerary
- Packages
- Locations
- Suppliers
- Bookings
| Comparison | |
|
|---|---|---|
| Business Logic / Rules / Flow | |
|
| – Works on data import | |
× |
| – Works on creating / updating multiple records using API | |
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| – Create using flow chart instead of code | |
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| Scheduled workflow without code | |
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| Bulk changes without code | |
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| Custom Tables | |
× |
| Custom Fields | |
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| Separate Database | |
– |
Reporting
Get really powerful, yet really simple reporting
But Companyhub makes is much easier to play with reports and updates reports instantly
| Comparison | |
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|---|---|---|
| Dashboards | |
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| Standard reports | |
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| Custom reports | |
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| Charts & Tabular reports | |
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| Reporting on custom tables & custom fields | |
– |
| Report sharing | |
– |
Quotation & Inventory
Customized CRM With Invoicing For Your Business
| Comparison | |
|
|---|---|---|
| Product configuration | |
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| Product list | |
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| Pricelists | |
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| Quotation Templates | |
Using third party |
| Sales Order | |
Using third party |
| Inventory | |
× |
Integrations
Connect 100’s of apps to automate your work and find productivity super powers.
| Comparison | |
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|---|---|---|
| Capture leads from website | |
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| API | |
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| Zapier | |
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| PieSync | |
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