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ConvergeHub Review

ConvergeHub
Our score: 8.0 User satisfaction: N/A

What is ConvergeHub?

ConvergeHub is powerful cloud-based CRM platform that is designed to provide users with a complete Customer Engagement Management solution. With ConvergeHub, small and medium-sized businesses are empowered to drive more sales, improve marketing ROI, forge and strengthen customer relationships, achieve client satisfaction, and bolster team productivity. Basically, ConvergeHub lets businesses take control of their Sales, Marketing, Customer Service and Collaboration activities from a single source point.

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Overview of ConvergeHub Benefits

What makes ConvergeHub a special CRM solution compared to its competition? Here are some of the reasons:

  • Get a unified cloud-based software that helps your business to grow. Manage and perform all your sales, marketing, service and collaboration processes from one hub to effectively and efficiently grow leads, identify opportunities, close deals and support customers.
  • Experience accessibility and implementation from anywhere and anytime. ConvergeHub is a user-friendly, deployment-ready platform that is also optimized to work on multiple devices, and adapts to your changing business needs
  • Achieve real-time intelligence via accurate and detailed reporting.
  • Speed up your workflows from end to end with salesforce automation and marketing automation modules.

Single platform to manage all customer-facing business functions

ConvergeHub functions as an overarching software platform that can be used by businesses at every point of customer engagement regardless of what stage the customer is in. Be it a Prospect, progressively maturing into a Lead, and then to Customer, to project management, invoicing, customer service and communicating or collaborating with the customer from any device.

Having one ubiquitous platform to manage all customer-facing business functions enables small businesses to save resources, control costs and also have the same tools available to them to behave and function like an enterprise.

Multi-Channel Marketing: Email, SMS, Fax, Voice, Online and Social

ConvergeHub offers multi-channel marketing functionality in its fully-functional, web-based customer management application. It helps businesses capitalize different broadcast mediums and build tighter connections across several touch-points.

Small and medium-sized businesses who often fail to execute extensive marketing campaigns due to restricted financial capacity use ConvergeHub to bridge the gap. Successfully, they implement a customer-oriented marketing strategy across multiple channels and map the data of all these to review the analytics and build better marketing plan of action.

Business Workflow Automation

ConvergeHub enables businesses to automate a major part of the sales, marketing and customer service workflow. Users can set up tasks, replies, alerts, and notifications in advance. They can also create and set rules in relation to case and leads assignment.

Using the automation functionality, businesses save their time and effort. They get freed from the tedious, repetitive behind-the-scenes work (associated with selling, marketing and customer service) to concentrate on the more crucial tasks.

Easily customizable for specific business verticals

ConvergeHub allows easy customization of its application. Users can comfortably make changes to it to cater to their unique business requirements. Right from the addition of custom fields to the setting of custom fields layout, users with administrative privileges can implement customization without any involvement of coding or technical wizardry.

Friendly and Intuitive User Interface

ConvergeHub has a user interface which is well conceived and executed. Consequent of which, it fosters quick software adoption and positive user experience. Unlike other CRM applications where businesses get trapped within unnecessary features and functionalities, ConvergeHub offers an intuitive graphical user interface that involves an easy and smooth flow of control of actions.

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Overview of ConvergeHub Features

  • Lead Conversion
  • Dashboard
  • Account
  • Contacts
  • Deals
  • Marketing
  • Campaigns
  • Email Templates
  • Lists
  • Broadcasts
  • Service Management
  • Case Management
  • Case History
  • Web to Case
  • API Integration
  • Collaboration
  • Library
  • Partners
  • Calendar
  • Notifications
  • Mobile Access
  • Automation
  • Customization
  • App Store
  • Sales process
  • Automation Workflow
  • Custom Fields

What Problems Will ConvergeHub Solve?

  1. Scheduling the Drip Marketing Campaigns

It was around noon, on a normal workday, and John was at his desk basking in the happiness of receiving the “performer of the month” award. He was six months old in the organization and certainly the most hard working member in the marketing department.

But, things were gloomy for John two months before, when he got a harsh scolding from his boss in front of the entire team. It was Monday and John did not run the drip marketing campaign. With so many tasks to handle, it slipped out of his mind and the organization failed to stick to its monthly calendar of sending newsletters every Monday to its leads.

However, today the plight has changed. His organization uses ConvergeHub that lets John schedule all drip marketing campaigns in advance. So while he is busy with his daily tasks, the campaigns automatically run on the scheduled days.

Feature: Automation

  1. Assigning the support tickets

Meet Jason Wilson – Entrepreneur of a small merchandise company and an avid soccer fan

In 2011, Jason made a terrific plan of catching up the Copa America Final at a local cafe with his pals. However, just when he was about to leave the office to join his friends, he received a fresh set of customer support tickets through mail that he needed to assign to his team members.  He had to be at office for another one hour to assign the tickets to multiple support agents.

Luckily, this year, Jason has ConvergeHub which offers Mail to Case Settings. In this section, Jason has filled in the Case Category, Priority and Assigned To sections. Resultant of which all the tickets generated  through mail fall under the selected category and priority and also get automatically assigned to the selected support agents.

Now, Jason can continue with the other work and does not have to have the headache of manually assigning the cases to his team members.

Feature: Case Management

  1. Keeping a track of all projects

It is Friday evening and Alice (project manager) is just out of a long meeting with the seniors. Now within the next hour, she needs to prepare and send the Weekly Status Report (WSR) and Daily Status Report (DSR) of five different projects to the clients.

However, while any other individual in her place will hit the panic button, Alice is all calm and composed because she has ConvergeHub by her side that lets users execute, manage and monitor their organization-wide projects from the platform itself. Within ConvergeHub, she can easily track the Milestones, Tasks, Sub tasks, Time-sheets, Billing and Deadlines of all projects and easily transfer the same information in her reports. All in all, an activity which involves several hours will get accomplished by her in a matter of a few minutes.

Feature: Project Management

Awards & Quality Certificates

This certificate is granted to products that offer especially good user experience. We evaluate how easy it is to start using the product and how well-designed its interface and features are to facilitate the work process.
An award given to products that have recently entered the market but are already becoming very popular

ConvergeHub Position In Our Categories

Knowing that companies have distinct business-related requirements, it is logical they steer clear of subscribing to a one-size-fits-all, “perfect” software. Be that as it may, it is almost impossible to try to pinpoint such application even among widely used software products. The right step to do can be to list the various major functions which need analysis like critical features, packages, technical skill levels of staff, company size, etc. Thereafter, you should conduct the product research through and through. Read these ConvergeHub analyses and scrutinize the other solutions in your shortlist in detail. Such well-rounded research ensure you keep away from ill-fitting apps and subscribe to the one that delivers all the function your business requires to realize efficiency.

Position of ConvergeHub in our main categories:

TOP 500

ConvergeHub is one of the top 500 CRM Software products

TOP 500

ConvergeHub is one of the 500 Marketing Software products

Organizations have different wants and requirements and no software platform can be ideal in such a situation. It is useless to try to find a perfect off-the-shelf software app that meets all your business requirements. The intelligent thing to do would be to customize the application for your specific requirements, employee skill levels, budget, and other factors. For these reasons, do not rush and subscribe to well-publicized trendy applications. Though these may be widely used, they may not be the perfect fit for your particular needs. Do your groundwork, check out each short-listed application in detail, read a few ConvergeHub CRM Software reviews, contact the maker for clarifications, and finally choose the application that provides what you require.

How Much Does ConvergeHub Cost?

ConvergeHub Pricing Plans:

Free Trial

Starter

$11 per user/month

Pro

$35 per user/month

Premium

$65 per user/month

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What are ConvergeHub pricing details?

ConvergeHub Pricing Plans:

Free Trial

Starter

$11 per user/month

Pro

$35 per user/month

Premium

$65 per user/month

ConvergeHub offers a variety of packages and payment schemes that will surely suit all business types and sizes. You get three versions of ConvergeHub plus an option to pay either quarterly or yearly. A free trial period is also offered.

Starter – $11 per user/month billed quarterly or $9 per user/month billed yearly

  • 200 Leads
  • 100 MB Storage
  • 100 emails

Pro – $35 per user/month  billed quarterly or  $29 per user/month  billed yearly

  • All Lite features plus
  • Unlimited Contacts
  • 2GB Storage
  • 2,500 emails/month
  • Deals

Premium – $65 per user/month  billed quarterly or  $59 per user/month  billed yearly

  • All Professional features plus
  • SocialCRM*
  • 4GB Storage
  • Product
  • Invoices
  • 5,000 emails per month
  • Case Management
  • Partner Collaboration

User Satisfaction

Positive Social Media Mentions 0
Negative Social Media Mentions 0

We know that when you decide to purchase a CRM Software it’s important not only to see how experts evaluate it in their reviews, but also to discover whether the actual people and companies that use it are indeed content with the product. Because of that need we’ve devised our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and ConvergeHub reviews across a vast range of social media sites. The information is then presented in a simple to understand way showing how many people had positive and negative experience with ConvergeHub. With that information available you should be ready to make an informed business decision that you won’t regret.

Video

Technical details

Devices Supported

  • Windows
  • Android
  • iPhone/iPad
  • Mac
  • Web-based

Deployment

  • Open API

Language Support

  • English

Pricing Model

  • Monthly payment
  • Annual Subscription

Customer Types

  • Small Business
  • Medium Business
  • Freelancers

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for ConvergeHub?

ConvergeHub has an App Store concept where lot of third party applications are integrated. The vendor is constantly bringing in lot of new applications all the time. ConvergeHub presently has Outlook, Quickbooks, Xero, Google Contact, Google Calendar, Google Mail, Twilio, Fonality, Docusign and many more. ConvergeHub has an open API which can be used by any third party application to build integration into the app.

 

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Nestor Gilbert

By Nestor Gilbert

Nestor Gilbert is a senior B2B and SaaS analyst and a core contributor at FinancesOnline for over 5 years. With his experience in software development and extensive knowledge of SaaS management, he writes mostly about emerging B2B technologies and their impact on the current business landscape. However, he also provides in-depth reviews on a wide range of software solutions to help businesses find suitable options for them. Through his work, he aims to help companies develop a more tech-forward approach to their operations and overcome their SaaS-related challenges.

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