CompanyHub CRM Review

CompanyHub makes your CRM processes and experiences smoother and more seamless by providing you with a drag and drop interface to help you customize your CRM. This functionality helps you tailor your CRM to adapt to your specifications and business requirements. You customize various elements, including tables, fields, reports, and business logic to make the system perfectly fit your existing workflows and not the other way around.

Whether you are in the real estate industry or operating in the manufacturing business, CompanyHub is designed to easily incorporate into any industry. Its extreme flexibility allows this CRM platform to be effortlessly integrated into your system and comply with your standards and best practices so you don’t have to change your processes and your overall structure to make it adapt to the software.

Offering absolute 360-degree visibility into your leads, CompanyHub CRM generates what you need with just a few clicks, from contact information, emails, conversations, notes, tasks, and more. From the contact dashboard, you can create and send follow-ups to your contacts, schedule the next date for follow-ups, and more. No need to move from one page to another as everything you need are all in one place.

Powerful reports can be generated even while you are in a meeting. With real-time reports, you can present visualized data based on the more recent information, allowing you to derive high-quality insights and make the most intelligent business decisions. You don’t work with guesses and theories, you are driving your business forward with facts.

Powerful Lead Management Tool

Whether you are dealing with B2C or B2B, CompanyHub allows you to complete deal operations without switching screens, from adding, deleting, or editing customer information lead entries.

Comprehensive Email Functionalities

CompanyHub lets you handle bulk email, schedule, sync or track them, avail of convenient templates, even get notification so you don’t miss on a piece of communication that happens to be critical to your business.

View Entire or Individual Pipeline

Do what you need to do with your pipeline in one convenient dashboard that lets you create or move deals, apply filters to see only categories that matters at the moment.

Your Bots Your Sidekick

CompanyHub lets you remove the drudgery of work by providing bots who are ever unmindful of doing repetitive, mundane tasks day in and day out so you can focus on more productive activities.