ConvergeHub has all features of the most popular CRMs -- plus more. In addition, the features are optimized for small to medium businesses that have the same needs as the large corporations--but don't have massive budgets to integrate or pay for expensive add-ons. Features included : Sales Force Automation - SFA. Nurture your leads, view their contacts, activity history, communication, closely manage your deals and win more sales. Marketing Automation. Broadcast your marketing messages through multiple channels such as email, SMS, twitter. Attract more prospects and generate more leads for your sales team. Customer Service / Support / Case Management. Track and quickly respond to all customer issues and questions. Helps you provide better Customer Service and create happy customer relationships. Document Management and Collaboration. Store all your files and documents and share them with internal team members or external partners. Keep track of all Customers' documents in one place. Partner Management. Track Partners and receive referrals from them, or refer deals to partners. Work closely with Partners to generate more leads or fulfill more deals. Project Management. Use ConvergeHub to manage projects, milestones, tasks and resources. Deliver Projects on time and within budget. Invoicing and Payments. Create invoices for products and services and track payments received. Get paid on time and manage your cash flow. Reports and Dashboards. Generate custom Reports and Dashboards to view data of all departments. Know how the company and various departments are performing. Customization. Create custom fields, tabs, page layout, templates, workflow rules, sales process. Quickly adapt ConvergeHub to suit your business and the way you work. IT knowledge not required. 3rd party integrations. Integrate with Docusign, QuickBooks, Gmail, Outlook, Google Calendar, Gotomeeting, Fax, Click to Call and more. Includes all the major CRM features integrated--but also allows you to integrate with best-of-class applications to avoid double entry.

Powerful Cusomer Relationship Mangement : Flexible Calendaring and Events. Automatic Address Book. Insightly Notes, Evernotes. Lightning Fast Search. Custom Fields and Filters. File Sharing. Web to Contact. Tags, Notification, and Following. Linking (Direct Relationships Between Contacts, Organizations, Opportunities, Projects). Mass Email Contacts with MailChimp Integration . Integrated Project Managment : Create Milestones, Pipelines and Tasks for Projects. Get Automatic Email Reminders. Specify Roles for Contacts. Track All Email Correspondence. View Completed Tasks and Events by Project. Include Any Files Associated with the Project. View Task and Event Reports.