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.

Automation – UTrons (Sales bots)

CompanyHub allows you to automate all the boring and unproductive tasks and puts your sales on autopilot. Yes! You can easily automate things like sending sequence of emails, birthday emails, reminder to client before quote expires, alert sales people if deal is not progressing, congratulate sales person for winning a big deal and more without writing a single line of code and 10x faster than developers. The possibilities with UTrons are unlimited and not only helps in increasing your productivity but also help in more efficient sales process so that you won’t forget any tasks and your reps can concentrate more on what actually matters.

Customizable for any industries

May it be Automotive, Real Estate, Manufacturing or any industry type CompanyHub can be easily tailored to your needs with simple drag and drop. Where any other CRM just allows you to customize the fields CompanyHub gives you more advanced features where you can also create new forms/tables like payments, courses, properties, etc. Not only can this but you easily associate record of table to the other which gives your synchronization between tables. You can also create reports based on custom fields and reports.

Powerful Reporting

Along with 20 predefined reports which give you complete visibility in your sales process, you can easily create custom reports in seconds based on any criteria and take decision based on facts and not guesses. You can easily personalize reports by adding specific fields and filters and also with custom fields and tables. They have awesome visualizations too where you can create any type of chart/table and change the chart in one click.

Strong Email Automation

Sales people spend a lot of time on emails. According to CSO Insights, salespeople waste 65% of their day doing administrative tasks like manually saving emails from Gmail. CompanyHub gives you everything you need to be more productive. Email Sync automatically updates the conversation with leads. Team can see all conversations at 1 place. Bulk mail helps reach more leads in clicks. Email tracking shows who opened which mail and which links they clicked. Emails can also be scheduled. Sending an important mail? You can also request a reminder, in case you don’t get a reply. There is also a gmail plugin to track any mail sent from gmail.

Lead Management – minimizes your efforts

Sales people hate updating CRMs. And it’s not their mistake. CRMs are time consuming. CompanyHub lets you 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. Creating leads with the Quick Add feature is great as it saves your time. CompanyHub also gives you what they call as Smart Follow-up suggestions – so it reminds you of contacts that you need to follow up where you just set the hotness indicating how often you would like to stay in touch. Also when there is lack of communication, you automatically get a follow up reminder.

Deal Pipeline Management

Managing deals at every stage of the business is very important, and CompanyHub makes it possible to manage all current and pending deals at a glance. Users can view the stages of current deals, and even create notes to remind them of important tasks that may help in deal conversion. You can view closed deals through a tabular view, and enter important field information such as deal name, stage, amount and company for a comprehensive understanding of the business arrangement.

Control who can see what data

Lead information is a very important asset of company. Even within the team, it is preferable 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 salespersons are seeing same page / report, they will see different data based on what is visible to them.

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.

$24 Per user/month (billed annually)

$32 month-to-month

• Sales Bots: Put your sales on autopilot
• Fully Customizable CRM: CompanyHub can be fully customized for your industry with just drag-and-drop
• Ultimate Sales Toolkit: Email Sync, Bulk Mail, Unlimited Email Tracking (Even from Gmail), Scheduling & Remind if no reply.
• Sales Analytics: Get the insights you need in just clicks. Do reporting on almost anything