Quick Start – Email Automation

Bulk Mail

You can send personalised emails to multiple contacts in 1 click. Fields like first name will be dynamically populated with values before sending. And mails will be sent one by one.


Mails are sent using your account. So they are mostly shown in Primary. Since most email providers have a per minute limit, we allow sending only 50 mails at a time.

Email Templates

You can create email templates and save time!

They can be arranged in folders and folders can be private (default) or public.

Email Tracking

You can track email opens and link clicks for mails sent using CompanyHub. This works for any email provider.

Abhishek A Agrawal
October 24, 2018

Quick Start – Tasks & Followups


You can create followup tasks and associate them with contact / company / deal. You can assign the tasks to your colleagues too.


You get task reminder in morning as well as before the task.


Tasks are not reliable. Your team can forget creating a task and hence miss a valuable lead.

CompanyHub has a smarter way – Followup Suggestions. It will track conversations with each lead. And whenever there is lack of communication, your team will get a followup reminder.

Hotness & Smart Followup Suggestions

Hotness let’s you divide your Contacts into 4 segments – Very Hot, Hot, Warm, Cold. Each indicates how often you would like to stay in touch with the contact. Based on hotness and last conversation date, we automatically set next followup date and give followup suggestions.


Suppose you had last conversation (either email exchange or you added a conversation) with a Contact on 7th August. Now if you change its hotness to Very Hot and your setting is every 7 days for very hot, we will change Next Followup Date to 14th August. Now suppose you have a conversation (you send / receive email or add conversation) on 12th August, we will automatically update next followup date to 19th August.


If the Next Followup Date crosses, you will see the contact on followup suggestions page.


You can ask support to customize period for each hotness as per your need.

Snooze & No Follow up

Suppose your lead asks you to get in touch after 3 months. You can pause followups without changing hotness by snoozing it for 90 days. We change the Next Followup Date to that many days from today.

If you say no followup (which actually sets a hidden field), you won’t see that Contacts in Followup Suggestions page.

Followup Suggestions From Email

Once you sync your email account, CompanyHub also suggests followups for Contacts that you have not added to CompanyHub yet. It applies various criterias and tries to give mostly relevant suggestions.


In 1 click you can create contacts from there and sync conversations.

Next Followup Date

Next Followup Date can also be used a shortcut to set next followup date, instead of creating a task.

But please note that if conversation happens, it will get updated based on hotness like described above.

Abhishek A Agrawal

Quick Start – Lead / Contact Management

See all conversations & information at 1 place 1 of 2

Click on a Contact name to see all details, notes, tasks, conversations, emails, associated records etc. at 1 place.

You can see previous activities here. You can also add a note / conversation / task or upload associated documents.

You can also see contact information and associated records – all at one place.

Sync Email

You can sync your email so all conversations with CompanyHub contacts will be automatically synced in CompanyHub CRM. Even if you send / receive email outside CompanyHub.

Learn More: How to Sync Email

Assigning leads to salespeople & controlling visibility of records 1 of 3

Assigning Leads to Salespeople: Every record has a field ‘Assigned To’ which indicates to which salesperson that contact (or any other record) is assigned. By default it is assigned to the user who creates / imports the record.


If the field is not visible in form and you want to show it, you can go to Customize and drag it from Hidden Section at bottom to any other section.

Assigning leads to salespeople & controlling visibility of records 2 of 3

If the visibility of Contacts / Companies / Deals is set to public (default is public), all records are visible to all. You can change the setting to hierarchy based. In that case, the record will be visible to salesperson, his manager, manager’s manager and so on.


Learn More: Data Access Control

Assigning leads to salespeople & controlling visibility of records 3 of 3

The hierarchy is decided by hierarchy of profiles. It is set using ‘Reports to’ field of Profile. By default, user reports to manager and manager reports to CEO.


If you want to have your own visibility rules like based on Product, Country, Industry etc., that is also possible. Contact support and they will help.

Learn More: Data Access Control

Quick Actions

Salespeople hate CRMs because they are time consuming. So we have made it really easy for them to quickly update the CRM so they can spend more time doing sales!

Learn More: Customize Quick Add Fields

Custom Fields 1 of 2

You can track all the information you need with custom fields. Like Industry, Renewal Date, Source, Income, Products etc.


You can create various kind of fields like Text, Amount, Number, Date, Select options, Total, Formula, Associate another record etc.

Learn More: Customize Fields

Custom Fields 2 of 2

These fields become available almost everywhere – Filters, Forms, Reports, Profile Permissions etc. You can also control who can see / edit which fields by customizing profile permissions.

Customize Columns & Save Filters 1 of 2

You can easily change the columns.

Learn More: Filters

Customize Columns & Save Filters 2 of 2

You can easily filter records based on any field like sales person, country, next followup date etc. You can also save these filters.

Learn More: Filters

Abhishek A Agrawal
October 22, 2018