CompanyHub CRM REVIEW

CompanyHub is a robust, feature-rich customizable CRM platform packed with powerful reporting, email sync, and bulk mail capabilities. Created to fit into any industry, CompanyHub CRM is designed to track anything other than just leads, helping companies with their lead management and sales pipeline processes via a unified and centralized platform.

With CompanyHub, users are able to manage their leads more effectively and fully optimize their leads and improve conversion rates with powerful features such as smart follow-up recommendations, a 360-degree contact visibility, and email syncing and tracking capability.

Filters and custom fields make lead organization a breeze while users are able to create and deliver customized experiences with features like bulk sending, scheduling, and personalized emails. Data visualization and reports help users understand and analyze their data more effectively and improve sales performance up to exponential levels.

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 gives you all the information 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.

1. Every company has unique requirement for CRM

Lead management is not sufficient for most industries/companies. Like real estate companies need to track properties & payments, travel companies need to track packages, locations, bookings & suppliers, manufacturing needs to track products and price lists, and so on. CompanyHub is customizable enough to track all this information and adapt to the needs of various industries.

2. Minimize efforts on feeding data in CRM

Sales people hate updating CRMs. And it’s not their mistake. CRMs are time-consuming. CompanyHub lets them do everything from one place – like Excel. From a single page, you can create records, add notes, conversations & tasks, edit fields, and send follow-up mails. Email sync & bulk mail also save a lot of time.

3. Control who gets to see what

Lead information is a very important asset of a company. Even within the team, they prefer to regulate who can see what data. CompanyHub gives complete control on who can see which records, and even which fields. It supports hierarchy based as well as rule-based access control. Even if two sales persons are seeing same page/report, they will see different data based on what is visible to them.

CompanyHub CRM Pricing Plans:

Depending on the number of users and acquired functions, you can choose any of CompanyHub CRM’s three enterprise pricing plans. Here are the details of each:

Organize – Free

• 10 Users
• Lead management
• Sales Pipeline
• Tasks & Activities
• Mobile App
• Custom fields
• Recycle bin to recover recently deleted records

Productivity + Insights – $15/user/month or $12/user/month

• All Organize features
• Email Sync
• Bulk Mail
• Email Tracking & Scheduling
• Follow-up suggestions
• Remind if no reply
• Gmail plugin
• Reports & Dashboards
• Custom reports
• Field & Record level access control
• Custom tables

Automation – $24/user/month or $19/user/month

• All Productivity + Insights features
• Drag drop automation (no code required)
• Quotation
• Sales Order
• Products & Pricelists
• Automated alerts
• Automated mails
• Automated notifications
• Automated analysis
• Automated actions
• Bulk actions
• Bulk changes
• Custom validations
• Custom actions
• Custom business logic
• Automated record creation
• Automated field updating
• Custom code
• Territory management
• Sandbox for testing