Our Starting Plans Cover Most-Needed Features
And Top Plan Has Features You Rarely Find In Other CRMs
- Lead Management
- Single Deal Pipeline
- 2 – way email sync
1 email account / user - Appointment Booking
- Bulk mail
- Unlimited Email tracking, even from Gmail
- Email Templates
- Email Scheduling
- Remind if no reply
- Custom Fields
- Control who can see which fields
- Integrate with 100s of apps
- Capture leads from website
- Lead Management
- Multiple Deal Pipelines
- 2 – way email sync
3 email accounts / user - Appointment Booking
- Bulk mail
- Unlimited Email tracking, even from Gmail
- Email Templates
- Email Scheduling
- Remind if no reply
- Custom Fields
- Control who can see which fields
- Integrate with 100s of apps
- Capture leads from website
- Dashboards & 20+ standard reports
- Custom reports, even on custom fields
- Various types of charts
- Export reports
- Hierarchy based visibility of data
- Automate your workflow
- Scheduled alerts/actions
- Bulk changes/actions
- Create custom logic (without any code!) to automate any business process
- Automated mails/alerts
- Automatically create tasks/other records
- Lead Management
- Multiple Deal Pipelines
- 2 – way email sync
3 email accounts / user - Appointment Booking
- Bulk mail
- Unlimited Email tracking, even from Gmail
- Email Templates
- Email Scheduling
- Remind if no reply
- Custom Fields
- Control who can see which fields
- Integrate with 100s of apps
- Capture leads from website
- Dashboards & 20+ standard reports
- Custom reports, even on custom fields
- Various types of charts
- Export reports
- Hierarchy based visibility of data
- Automate your workflow
- Scheduled alerts/actions
- Bulk changes/actions
- Create custom logic (without any code!) to automate any business process
- Automated mails/alerts
- Automatically create tasks/other records
- 1 Click Documents
- Dynamic Forms
- Custom Tables
- Advanced customization for your industry
- Custom apps to manage other processes
- Reporting & Automation on Custom Tables
- Create professional looking Quotes in 1 click
- Customizable Quote template
- Sales Order & Inventory
- Territory Management / Rules based data visibility
Why Should I Choose CompanyHub?
CompanyHub is one of the most customizable CRMs for SMBs. With simple drag-drop you can:
- Customize Fields, columns, filters etc.
- Track and organize anything with custom tables like Payments, Courses, Properties etc.
- Connect everything and get 360 degree view.
- Analyse anything with reports
CompanyHub’s UTrons let you automate any process by just making a flow chart. E.g.:
- Disallow duplicates
- Create task when deal stage changes
- Automatically create deal when company is created
- Automatically renew deals
- Automatically send birthday mails / series of mails / due date reminders
Your Team Will Actually Use
Excel like visualization that lets you do most of the things from single page – create leads, edit cells, send mail, add note / task / conversation etc.
see what data
You can easily control who can see which records and which fields.
Our support team has been rated 100% on G2Crowd because we always go the extra mile to help our customers.
Get the power of enterprise CRMs without the complexity and cost.
Still Got Questions?
We have been working in CRM space for 8+ years. This gave us the understanding of needs of different companies. We have also used many CRMs for our own sales teams. This made us realize that most CRMs are either too basic or too complicated. Also, they lack essential sales tools like email tracking, reporting etc. Frustated, we decided to build it ourselves. As we are also a very design focussed company, we were able to build a really easy yet really powerful CRM that helps companies grow.
CompanyHub will help you in 3 ways. 1. You will be able to easily nurture your leads and convert more leads. Thus growing your sales. 2. It will increase your team productivity. Your agents can save several hours and use that to focus on sales. 3. You will get complete visibility. You will be able to track all leads, their conversations, deals in a centralised place. Also you can analyze anything with powerful reporting. So you get everything to grow your business.
We are pretty confident that CompanyHub will justify it’s value within few days. That’s why we don’t keep any long term contracts and you can opt in for month-to-month plans. You can howerver, pay yearly to get additional discounts.
In the Training call, one of our CRM consultants will reach out to you and they’ll understand your requirements. After understanding the requirements they’ll guide you to get the best out of your CompanyHub CRM account. You will get a demo as per your requirement. You can also involve your team on the demo.
You can directly invite your team to your CompanyHub account so they can start using it. CompanyHub is pretty easy to use and we are pretty sure your team will start using from day 1. However in case of any queries, you / your team can get in touch with our support team and they can guide you further.
We know it’s a wild web out there and we value our Customer’s choice to rely on CompanyHub for all their customer information. To comply with this CompanyHub is fully GDPR compliant.
Data security is something that we take very seriously here at CompanyHub. In fact we provide you enterprise level 5 layer security : 1. Separate database for every client 2. Secure data transfer using SSL like banks 3. AWS servers, used by leading sites 4. Record level security 5. Field level security.
Unlike Marketing emails we use your own email address & server to send the bulk emails (one by one). So that chances of your email going into your prospect’s primary inbox is much more higher.
Most email providers have a daily limit, which is mostly in 100s. Please check your provider’s daily limit for sending mails. CompanyHub allows up to 1000 per day.
We use AWS servers, which is also used by most of the leading sites.
With different integrations options like Zapier, PieSync and API, CompanyHub can be integrated with all the popular application.
Using CompanyHub is as easy as excel. All you need to do is create your account and get started. In case of any doubts or queries you can always reach out to your Customer support.
UTron is your personal sales bot which will help you automate all the boring tasks. With just point and click you can create your UTrons to automate almost all your business processes without a single line of code.
We strongly believe it’s a mobile-first world and we don’t want to restrict our client’s sale to their desk. Thats why CompanyHub very easy to us mobile apps for Android and and iOS, which are designed for “always on the go” sales people. So everything you need is just a tap away.
Yes, CompanyHub will be a perfect solution for you if you have your offices setup in different locations. With CompanyHub you can decide which user can see what information. Also all your teams can easily collaborate at one place while you get complete visibility. You can also create insightful reports within few minutes.
Yes, our support team will be just a message away whenever you need them. Whenever you or your team has any doubts or queries just message/email our team and they’ll be glad to help you. BTW CompanyHub support team was the only company who got 100% satisfaction rating in G2 Crowd’s High performing CRM Spring list.
Our Support Team Loves Helping Our Customers
Our Customers Have Shown The Love Too By Rating Them 100% On G2Crowd!
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Danish Deshmukh
-
Siddhata Khatri
-
Rakesh Chaure
-
Neha Mehta
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- Help in Account Setup
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