ConvergeHub's software is extremely fast, user-friendly, easy to customize, provides great functionality, and their support team is great. To top it all off, the price point is very competitive.

The support team is very responsive and extremely friendly.

I am excited to see my sales and marketing team becoming more and more productive. Thanks to Converge Enterprise.

ConvergeHub offers the most value for the price.

If you're looking for a CRM that has great support, you've found your match. Love that I can enter information in once and have it reflect everything.

Extremely fast, user friendly, easy to customize, great functionality, great support, great price.

Customer service is hard to get in touch with since they work on their own time zone.

I was tired of using other CRMs that didn't have all the features I needed or required add-ons (which aren't cheap) to do it. ConvergeHub is where it's at.

Friendly  easy to access great customer service very knowledgeable always available  always calling back on time.

ConvergeHub is extremely easy to use. I was able to get up and running on it very fast and it's made a huge difference for me and my team.

We have a very aggressive sales and marketing team requiring real time updates to team calendars and meetings.

The reports are readily available and are extremely useful. The ability to add change fields along with the ease of adding documents to the library makes it great to use.

Very easy to use and has some great features. Makes it very easy to keep track of leads and clients.

ConvergeHub is user-friendly and great for people who aren't tech savvy. I love how customizable the product is.

I can recommend Converge Enterprise to virtually any business looking for a powerful and flexible CRM solution.

Thank you ConvergeHub for providing such an excellent platform.

Actually creating processes takes some time, but mainly because of how much automation can be built into the system. The pricing is very straightforward and very fair for the features provided.

Highly recommended; one of the best improvements we've made to workflow in 13 years of being in business.

Metatask is quite comprehensive project management platform with its highly customizable project management templates which we could configurate according to our own project management requirements.

The minimalism of the UI makes it so much nicer to look at. Ease of access and use is also pretty awesome.

Consistency is directly tied to efficiency and  Metatask helps me provide the same information to my team every time so they can set up clients successfully every time.

Metatask has great project management starting templates that accelerated the process of creating our own project managmement platform according to our own internal project management requirements.

Customizable templates are great starting point.

Really nice fit for small and micro-business organizations. Process dashboard allows user to stay on top of several processes at once.

I can take my iPhone and quickly check the status of all things going on, at a glance. This gives me a great peace of mind.

Easy to use, fast setup, great integration with external software, document integration.

Clean interface, intuitive, lots of functionality, affordable - and some good zapier integrations that let you schedule tasks.

Customer Service Team is amazing and I am really happy with their fast response.

Metatask has been a win for the 20% of the operational/process-related work our cross-functional team addresses.

I also like the ability to add different kinds of forms to each step in the process. As a plus, it supports Zapier integration too.

After reviewing over 20 tools, if found that most of them had user experience problems, they were just too hard to figure out and would require to train our users.

It's obvious that this product is still being developed, so don't expect a lot of whistles and bells and be aware that some features are currently missing. But a lot of them are on the 2017 roadmap.

Metatask is great, easy to use, it helps a lot with internal processes and can be 100% customized.

I hope that they are successful with Metatask and when they decide to charge for it, I hope that it will be reasonably priced.

When I run into obstacles or have a question, customer service has been awesome in getting answers. They even made me a video to visually explain an answer.

Zapier integration is incredible to make action on other software, but it is limited the option with Metatask.

The ability to group steps, implement approvals, configure conditional steps, set up user roles is all very useful and straightforward to implement.

Terminology and how its used is a bit of a learning curve. No app for mobile device.

This may not be an exact fit for your needs, but it is easily worth the time to go through a trial and figure that out. For us it was near perfect.

US Dollar

ConvergeHub offers a customer relationship management (CRM) and sales and marketing automation system for small and midsize businesses. It lets users store contact lists, design campaigns and manage sales activities and leads.


Users can add contact details manually or import them from Microsoft Outlook. Communication summaries show contact between employees and clients. Contact lists can also be exported into Excel and PDF formats. Users can view the products or services customers have purchased, as well as marketing performance reports. Campaigns can be targeted to specific customers and sent via email, direct mail, text message and social media. The system also offers users access to email templates.


ConvergeHub’s sales dashboard offers information on deals including 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 lead information such as account name, assignee, lead source, sales process, sales stage, deal type, deal value, expected close date and conversion probability.



LongDescription

Real Time Analytics

Multi-Channel Marketing

Internal Chat Integration

Performance Management

Customizable Reports

Document Storage

Customer Segmentation

Customer Service Analytics

Referral Tracking

Calendar/Reminder System

Relationship Tracking

Invoice Management

Knowledge Management

Customer Database

Team Assignments

Calendar Management

Collaboration Tools

Activity Management

Sales Trend Analysis

Template Management

ROI Tracking

Data Import/Export

Email Tracking

Customer Support

Email Templates

Contact Management

Lead Management

Email Marketing

Sales Reports

Performance Metrics

Routing

Multi-Channel Communication

Marketing Automation

Request Escalation

Activity Dashboard

Alerts/Notifications

Knowledge Base Management

Segmentation

Customizable Templates

Calendar Sync

Billing & Invoicing

Conversion Tracking

Interaction Tracking

Expense Tracking

Campaign Analytics

Lead Qualification

Client Management

Quotes/Estimates

Drag & Drop

Task Progress Tracking

Task Management

Campaign Management

Document Management

Email Response Control

Search/Filter

Sales Pipeline Management

For Insurance Industry

Starter: $11 per user / month (billed quarterly) or $9 per user / month (billed yearly)

Pro: $35 per user / month (billed quarterly) or $29 per user / month (billed yearly)

Premium: $65 per user / month (billed quarterly) or $59 per user / month (billed yearly)

Email/Help Desk

Phone Support

24/7 (Live Rep)

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

ConvergeHub

Live Online

Webinars

Documentation

Videos

Metatask simply organizes and manages internal projects to enhance the business workflow. It helps define daily business tasks in a sorted way through to-do lists, instead of complex BPMN diagram and flowcharts. It helps managers, entrepreneurs and admins keep a check on the progress of daily tasks assigned.


Metatask minimizes confusion, paperwork and limitless email threads. Users can easily extract important files attached in your email, chat or comments. It makes sharing project related information hassle-free. The user-friendly templates allow users to start new projects for the entire team in a couple of minutes. Ensure that all the projects and requests are approved quickly by using approval tasks.


A simple process editor lets users quickly allocate repeatable projects. Role-based allocation of jobs is easy with Metatask. Data forms will assist in collecting project related data. A smooth workflow can be created between people working on the same project.



Commenting/Notes

Deadline Management

User Management

Status Tracking

Visual Workflow Management

Access Controls/Permissions

Process Change Tracking

Templates

Progress Tracking

Task Board View

Workflow Configuration

Task Scheduling

Project Planning/Scheduling

Project Management

Approval Process Control

Rules-Based Workflow

Conditional Logic

Resource Management

No-Code

Customizable Fields

Assignment Management

Process Modeling & Designing

Process/Workflow Automation

Audit Trail

Version Control

Configurable Workflow

Process Control

File Storage

Mobile Access

Compliance Management

Real Time Data

Agile Methodologies

Role-Based Permissions

Real Time Notifications

Forms Management

Workflow Management

Real Time Updates

Percent-Complete Tracking

File Sharing

Autofill

Reporting & Statistics

Task Editing/Updating

Time & Expense Tracking

Reporting/Project Tracking

Business Process Automation

Create Subtasks

Web Forms

Real Time Reporting

Customizable Branding

To-Do List

Compliance Tracking

Budget Management

Reporting/Analytics

Recurring Tasks

Monitoring

Parent Task

Customizable Dashboard

Customizable Forms

Forms Creation & Design

Business Process Control

Third Party Integrations

Web browser (OS agnostic)

$6/member/month with unlimited processes, templates and a custom domain.

ConvergeHub vs Metatask

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