We Help Sales Teams of SMBs
Increase Productivity, Convert More Leads & Do More Sales
Get “Easy as Excel” CRM Your Team Will Actually Use
Trusted By 2000+ Customers & CRM Experts
- Finance Online
- Software Suggest
- High Performer
- Business.com
- Red Herring Winner
- Software Suggest
- Finance Online
Followup Suggestions – This Converts More Leads
& Gets More Repeat Business
Build Better Relations By Easily
Staying in Touch With Your Network
CompanyHub reminds you of leads 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.
Get 360° View of Leads At One Place
See Conversations, Emails, Notes, Tasks, etc. at 1 place and decide next steps
Save At Least 2 Hours Every Day
With Complete Productivity Suite
Save Time With 2-Way Email Sync, Email Templates & Bulk Mail
- 1. Paste Email
- 2. Personalize
- 3. Send Mail
- 1. Select Contacts
- 2. Select Template
- 3. Send Mail
Fully Customizable
Organize Your Data The Way You Want
With Drag-Drop Tools.
Custom Fields & Tables
Track all the information you need with custom fields & tables
Columns & Filters
See all the important information instantly by customizing columns.
Filter data in a click with saved filters.
Get “Easy As Excel” CRM Your Team Will Actually Use
Manage leads from a single page. Just like Excel.
Create Leads Instantly
Quickly create a new Lead /Contact
without leaving the page
Edit Fields of Different Records
Like Excel
Double click any field to make changes.
And save all changes in 1 click.
Add Notes / Tasks / Conversations
Add activity also from same page
Automate Alerts, Reminders, Lead Assignment, Detecting Duplicates
or Any Other Process in Clicks with Drag Drop Automation.
Every modern sales organization, like yours, must automate the boring tasks and focus on productive things.
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
Capture Leads Automatically From Website
And easily integrate with 1000+ apps using Zapier / PieSync
See Sales Activities, Performance of Sales Team & Customer Insights
With Very Easy Yet Powerful Reporting.
See sales activities
How many emails they sent, calls they made, new leads etc
Compare Performance of Sales People
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
- Pie Chart
- Line Chart
- Donut Chart
- Pivot Table