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CompanyHub Can Be Completely
Tailored for Your Needs
Every industry is different!
So we made CompanyHub lot more customizable than other CRMs. Can be easily adapted to your needs with simple drag and drop.
- Commissions & Incentives
- Scheduled Payments
- Quotations & Orders
- Properties / Projects
- Site visits
Build Your Own CRM With Drag – Drop
Filter Records in 1 Click
Create filters to see only those that match certain criteria like – of particular geography / industry / user etc. You can even choose which columns to show.
360° View of Customer
Get complete details of your customers in 1 place
- Notes & Conversations
- Deals & Task
Automatically import leads from email / website
Gather leads and clients from all sources in one place
You can add Contacts in different ways
- Capture from email
- Capture from website / social media
- Upload file and Import
CompanyHub auto suggests followups. So you never miss a lead. You can also get followup suggestions in mail.
Only CRM That Doesn’t Take More Time Than Excel
From a single screen you can create contacts, modify like excel, add notes / conversations
Create Reports While in Meeting
Take decisions based on facts, not guesses
Complete Visibility in Sales
CompanyHub helps you analyse your performance from different angles and find areas for improvement.
Save time & reach right leads at right time
- Email Sync
- Bulk Mail
- Email Tracking
- Email Scheduling
- Remind if no reply
Email Sync & Tracking
Your email conversations with leads can be automatically synced in the CRM (optional). You can also track email opens & link clicks.
Bulk Mail – Save Time In Sending Mails
You can send a mail to multiple recipients in 1 click. Email can be personalized for each person by adding fields like First name, Company etc.
Put Your Sales on Autopilot with UTrons – Sales Bots.
Automate the boring. Do the productive.
- Send birthday emails
- Reminders to Clients
- Automate Alerts to Sales People
- Automatically Create Tasks for Sales People
What Our Users Say…
Your team has built such a thoughtful, powerful product – it’s clear how much time and attention has gone into this behind the scenes. I’ve tried out a lot of CRM’s, and nothing else matches up to functionality, usability and flexibility you’ve built in here… Very excited to be using it, i know it will make my business more successful
Founder & CEO of Unigo (acquired) and Switchboard (acquired)
Take a 15 min ride of CompanyHub and be ready to be thrilled
Let’s Try It 14 Days free trial. No credit card required.