ConvergeHub offers a customer relationship management (CRM) and sales and marketing automation system for small and midsize businesses. With it, businesses can store contact lists, build and run targeted campaigns and manage sales activities and leads.
Users can add contact details manually or import them from third-party sources (such as Microsoft Outlook), as well as access a summary of all communication that has occurred between the company and the contact. Contact lists can also be exported into Excel and PDF formats.
Campaign management functionality shows which products/services customers have purchased and offers a real-time view of marketing performance via pre-packaged and customizable reports. Campaigns can be targeted to specific customers and sent via email, direct mail, SMS and social media. The system also offers users access to campaign email templates.
ConvergeHub’s sales dashboard offers information on deals by expected close date, leads by source, lead acquisition and deal acquisition. Users can customize dashboard settings and visualize the pipeline at various stages.
The deals management module stores detailed information about the converted and to-be converted leads (e.g., account name, assigned to, lead source, sales process, sales stage, deal type, deal value, expected close date and conversion probability).