CompanyHub CRM

by CompanyHub CRM

Fully Customizable CRM

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Suited for: Smbs, Enterprises, Startups

Helps with: Campaign Management,CRM,Event Management,Quotes and Orders,S ...

Languages: English, Arabic, Chinese Simplified, Chinese Traditional, Czech, Danish, Dutch, Finnish, French, German, Hebrew, Hungarian, Indonesian, Irish, Italian, Japanese, Korean, Norwegian, Polish, Portuguese, Russian, Spanish, Swedish, Thai, Turkish, Ukrainian

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What is it all about?

CompanyHub is a Fully Customizable CRM : Normally when CRMs say they are customizable, they just let you store some fields. CompanyHub goes way beyond that. You can also create custom tables to store any kind of data like Projects, Payments, Schools, Properties, Courses etc. Records from different tables can be associated. You can change the labels (like change ‘Company’ to ‘Hospital’), filter records by any criteria, change columns and do reporting on any table / field.

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Who is it for?

Freelancers

Startups

Agencies

SMBs

Enterprises

Key Features

Email Automation Sales people spend lot of time on email. CompanyHub gives them everything they need to be more productive. Email Sync automatically updates the conversation with leads. No need to BCC / copy paste. Team can see all conversation at 1 place. Bulk mail helps reach more leads in clicks. Email tracking shows who opened which mail and which links they clicked. Email can 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. Followup Suggestions CompanyHub tracks your conversations with your leads. You can mark them as very hot / hot / cold / warm in 1 click using hotness meter. Accordingly whenever there is lack of conversation, you get followup reminder. You can also set followup date yourself. Visual Sales Pipeline You can see all your enquiries / potential deal in 1 view and track them from start to end. As the deal progresses, just drag it to the next stage. You can also filter deals by sales person and do reporting on deals. Powerful Reporting Let’s say you want to compare sales of 2 sales persons in New York area in last 3 months. You can get the report in seconds. You can do reporting on any data (including custom fields), for any period of time. Filters can also be applied. It also supports various types of charts & tables. Features: Fully Customizable Email Sync, Bulk Mail Email Tracking Followup Suggestions Visual Sales Pipeline Products & Pricelists Quotes & Sales Orders Reports & Dashboards Field & Record Level Access Control Territory Management

Benefits

CompanyHub is a cloud-based CRM software that offers real-time, at-a-glance access to lead contact information, emails, conversations, tasks, and more. CompanyHub is designed to work with a variety of industries, offering a fully customizable platform without need for coding. With Company Hub, users can organize and prioritize leads and set followup reminders to maintain customer relations. With automated email capabilities, users can save time on weekly communications. Reporting and analytics offer team members complete visibility of company-wide sales. CompanyHub integrates with Google Apps, including email syncing capabilities and a Chrome plugin. Users can track emails and schedules through the platform, and sync devices across the cloud. Email sync automatically updates conversation between leads and team members, and all conversations can be accessed from one, centralized platform. CompanyHub offers email tracking that reports opened emails, customer receipts, and links clicked. CompanyHub allows users to create custom tables to store data on projects, payments, schools, properties, courses, and more. Custom features allows users to filter records by any criteria, change columns, and do reporting on any table or field.

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