FB Sales Automation

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
Abhishek A Agrawal
October 1, 2018

FB Customizable CRM

Organize Your Data The Way You Want With Drag-Drop Tools.

Track all the information you need with custom fields & tables

Every industry is different!

So we made CompanyHub lot more customizable than other CRMs.

Automotive
  • Quotes
  • Commissions & Incentives
  • Scheduled Payments
  • Loan Disbursements
  • Vendors & Showrooms

Manufacturing
  • Products
  • Pricelists
  • Quotations & Orders

Real Estate
  • Properties / Projects
  • Bookings
  • Site visits
  • Payments
  • Agreements

Travel
  • Itinerary
  • Packages
  • Locations
  • Suppliers
  • Bookings
Abhishek A Agrawal

FB Sales Reporting

  • See sales activities

    How many emails they sent, calls they made, new leads etc

  • 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
  • Bar Chart
  • Pie Chart
  • Line Chart
  • Donut Chart
  • Pivot Table

Abhishek A Agrawal

FB Email Automation

Save At Least 2 Hours Every Day With Complete Productivity Suite

Save Time With 2-Way Email Sync, Email Templates & Bulk Mail

  • Email Sync
  • Bulk Mail
  • Email Templates
  • Email Tracking
  • Email Scheduling
  • Remind if no reply
Abhishek A Agrawal

FB Sales Pipeline

Visual

Easily manage potential deals from start to finish

Drag-and-drop

Quickly update stages by moving to next stage

Filters

See the pipeline of selected users

Flexible

Customise stages and fields

Abhishek A Agrawal

FB Lead Management

  • Quickly Create Leads

    Quickly create a new Lead / Contact without leaving the page

  • Notes / Tasks / Conversations

    Add activity also from same page.

  • Edit Like Excel

    Double click any field to make changes. And save all changes in 1 click.

Followup Suggestions – This Converts More Leads
Gets More Repeat Business

Get 360° View of Lead At One Place

See Conversations, Emails, Notes, Tasks, etc. at 1 place and decide next steps

CRM for small businesses

Abhishek A Agrawal