FB Sales Automation

Automate almost anything in clicks.

  • 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
Abhishek A Agrawal
October 1, 2018

FB Customizable CRM

Organize Your Data The Way You Want With Drag-Drop Tools.

Track all the information you need with custom fields & tables

Every industry is different!

So we made CompanyHub lot more customizable than other CRMs.

  • Quotes
  • Commissions & Incentives
  • Scheduled Payments
  • Loan Disbursements
  • Vendors & Showrooms

  • Products
  • Pricelists
  • Quotations & Orders

Real Estate
  • Properties / Projects
  • Bookings
  • Site visits
  • Payments
  • Agreements

  • Itinerary
  • Packages
  • Locations
  • Suppliers
  • Bookings
Abhishek A Agrawal

FB Sales Reporting

  • See sales activities

    How many emails they sent, calls they made, new leads etc

  • Analyze Anything in Realtime

    Sales, deal sizes, close rate, activities, comparative performance, etc.

  • For Any Time Frame

    Last 6 months, Last 30 days, Last Month, Last 2 quarters etc

Awesome Visualizations

  • Area Chart
  • Bar Chart
  • Pie Chart
  • Line Chart
  • Donut Chart
  • Pivot Table

Abhishek A Agrawal

FB Email Automation

Save At Least 2 Hours Every Day With Complete Productivity Suite

Save Time With 2-Way Email Sync, Email Templates & Bulk Mail

  • Email Sync
  • Bulk Mail
  • Email Templates
  • Email Tracking
  • Email Scheduling
  • Remind if no reply
Abhishek A Agrawal

FB Sales Pipeline


Easily manage potential deals from start to finish


Quickly update stages by moving to next stage


See the pipeline of selected users


Customise stages and fields

Abhishek A Agrawal

FB Lead Management

  • Quickly Create Leads

    Quickly create a new Lead / Contact without leaving the page

  • Notes / Tasks / Conversations

    Add activity also from same page.

  • Edit Like Excel

    Double click any field to make changes. And save all changes in 1 click.

Followup Suggestions – This Converts More Leads
Gets More Repeat Business

Get 360° View of Lead At One Place

See Conversations, Emails, Notes, Tasks, etc. at 1 place and decide next steps

CRM for small businesses

Abhishek A Agrawal