Managing Leads Using CompanyHub is As Easy And As Flexible As Excel
Works for B2B & B2C both
Smart followup suggestions ensure that you never miss a lead again.
Try it Yourself14 Days Free Trial. No Credit Card Required.
Sales People Hate Updating CRM
But it’s not their mistake. CRMs are time consuming. But not CompanyHub.
![create leads quickly](/wp-content/uploads/create-leads-quickly.gif)
Creating Leads
Quickly create a new Lead / Contact without leaving the page. Also, organize and segment leads, products and more, just how you like it.
Adding Notes / Tasks /
Conversations
Salespeople can easily add activity also from same page.
![adding notes task conversations](/wp-content/uploads/adding-notes-task-conversations.gif)
![edit like excel](/wp-content/uploads/edit-like-excel.gif)
Editing Like Excel
We’ll give it to the good old XL sheets – they are convenient. However, they get real confusing when it comes to keeping records. In CompanyHub you can double click any field to make changes. And save all changes in 1 click.
Setting Next Followup Date
It is not necessary to spend minutes creating followup tasks every time. Just set date and it will show up in followups.
![set next followup date](/wp-content/uploads/set-next-followup-date.gif)
![import field mapping](/wp-content/uploads/import-field-mapping.gif)
Import & Export
To import, upload the file, map your columns to fields and …… done! No fixed format required. You can also import contacts & companies from a single file and they will be automatically associated.
You can also capture leads directly from your Website as well as Facebook & Instagram ads in CompanyHub.
360° View of Customer
Our Lead management CRM comes with easy data entry and update features,
plus a 360 view and smooth scrolls that keep all the information you need in 1 place – see all the conversations,
activities and tasks scheduled with them – Easy Contact Management.
![Lead Management - 360 view crm](/wp-content/themes/flat/assets/img/360-customer-view-2.png)
Try it Yourself
14 Days Free Trial. No Credit Card Required.
Followups And Automated
Reminders
A good lead management CRM would make sure that none of your prospects get ignored. CompanyHub’s follow up suggestions do just that! You get to rank your leads on a hotness meter; andthe hotter a deal is, the more auto-generated reminders you’ll get to never miss a golden opportunity!
![utron sending birthday mail](/wp-content/themes/flat/assets/img/website-2018/utron-sending-birthday-mail.gif)