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|Create and manage Contacts from a single page|
|Edit records like excel||×|
|Add notes, conversations and tasks from the list view||×|
|Field level permissions||×|
|Record level permissions|
|Bulk Email sends|
|Sales territories and assignment rules|
|Visual deal pipeline|
Smart followups so that you won’t miss out on any lead
CompanyHub reminds you of contacts 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.
|Smart followup suggestions for contacts||×|
|Smart followup suggestions from email||×|
|Set next followup date in a click|
|2 way email sync|
|Tracking mails from Gmail|
|Remind if no reply||×|
|Email Scheduling||Only in automated workflow|
You can track anything. Not just leads.
- Commissions & Incentives
- Scheduled Payments
- Loan Disbursements
- Vendors & Showrooms
- Quotations & Orders
- Properties / Projects
- Site visits
|Business Logic / Rules / Flow||Limited|
|– Works on data import||×|
|– Works on creating / updating multiple records using API|
|– Create using flow chart instead of code|
|Scheduled workflow without code|
|Bulk changes without code|
But Companyhub makes is much easier to play with reports and updates reports instantly
|Charts & Tabular reports|
|Reporting on custom tables & custom fields|
|Quotation Templates||Using third party app|
|Sales Order||Using third party app|
|Capture leads from website||Using third party app|