ConvergeHub software


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.

Supported Operating System(s):
Mac OS , Web browser (OS agnostic)

24 Reviews of ConvergeHub

Showing 1 - 20 of 24

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  • Wendy from AveNew Funding

    Number of employees: 11-50 employees

    February 2018

    Very positive

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Extremely easy to use. Adding files by drag and drop is great and being ale to view files without downloading them is wonderful!

    Cons

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

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: ConvergeHub, Converge Enterprise, Inc.

    February 2018

    Hello Wendy, I am glad you love our CRM platform. If you ever need support, you just need to click on the help button and initiate a Support ticket. One of our Support Engineers are there to assist you. We are now active with 24/6 Support.

  • Ashish from Core

    February 2017

    I love this CRM

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    The simplicity to use helps a lot for my day to day activity. Love their concept of using the product with minimum clicks, which saves lot of time.

    Review Source: Capterra
  • Michael from EAS Fundings

    January 2017

    User-friendly

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    ConvergeHub is user-friendly and great for people who aren't tech savvy. I love how customizable the product is. You can really customize any module.

    Review Source: Capterra
  • Barry from EAS Fundings

    January 2017

    Greatest value

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    ConvergeHub gives you the greatest value. The product is impeccable and the price is great! Definitely worth more than what they charge¿Finding a solution to help me manage my leads and do all my marketing was extremely important to me. ConvergeHub gives me that without having to pay an arm and a leg.

    Review Source: Capterra
  • Debra from C4B Funding

    January 2017

    Unmatched support, best all-in-one solution!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Unmatched support. They respond to all my tickets within 4 to 6 hours. The best all-in-one solution! Look no further than ConvergeHub.

    Pros

    Support responds in 4 to 6 hours

    Review Source: Capterra
  • Hector from C4B Funding

    January 2017

    Worth every penny!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    ConvergeHub is worth every penny! 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!

    Review Source: Capterra
  • Wiladys from C4B Funding

    January 2017

    Great support and friendly team!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    The support team is very responsive and extremely friendly. 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. I don¿t have to duplicate entries.

    Pros

    The support here is unmatched! You get personalized service and fast response

    Review Source: Capterra
  • Ismael from C4B Funding

    January 2017

    Life Saver!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    ConvergeHub has been a life saver! Everything's all-in-one making it easier for me to manage my entire business in one place. I'm all about being productive day one. In that regard, most software frustrates me because of the time it takes to learn the software and implement it. With ConvergeHub, that's never been an issue. I was able to pick up on how to use the software within a few short minutes.

    Pros

    No learning curve!

    Review Source: Capterra
  • Rob from MCA Leads

    January 2017

    Most Value For The Price

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    ConvergeHub offers the most value for the price. ConvergeHub has been a life saver! Everything's all-in-one making it easier for me to manage my entire business in one place.

    Pros

    Great value!

    Review Source: Capterra
  • Josh from MCA Leads

    January 2017

    Great All-In-One Solution!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    ConvergeHub offers the most value for the price. ConvergeHub has been a life saver! Everything's all-in-one making it easier for me to manage my entire business in one place.

    Pros

    I love that everything's all-in-one. There's no need for any other software and the complete solution is included in the package without having to get add-ons.

    Review Source: Capterra
  • Jennifer from MCA Leads

    January 2017

    Easiest To Use CRM

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    ConvergeHub is the easiest to use CRM out there on the market. I really enjoy having all information on one page.

    Pros

    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.

    Review Source: Capterra
  • Rob from MCA Leads

    January 2017

    Increased Productivity In My Business

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Finding a CRM that had all the features I needed was a challenge. ConvergeHub had every feature I needed and has helped a great deal in increasing productivity in my business.

    Pros

    The product is full-featured. I can perform practically any function in ConvergeHub and I can manage my entire business with just one product.

    Cons

    Nothing, it's perfect!

    Review Source: Capterra
  • Anthony from Fast Advance Funding

    December 2016

    Great way to keep organized

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

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

    Review Source: Capterra
  • Joe from Fast Advance Funding (Par Funding)

    December 2016

    Great CRM for keeping Clients organized

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Converge Hub has made it simple for me to track all aspects of my relationship with clients. Highly Recommended.

    Review Source: Capterra
  • Wendy from Ave New

    December 2016

    Converge Hub - So Easy to Use!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    This CRM is a piece of cake to use. 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.

    Review Source: Capterra
  • Daniel from fast advance funding

    December 2016

    the best CRM we have ever used!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    As a sales team, we have had our best success using ConvergeHub. It is a simple and very transparent CRM. I would recommend this to all and everyone looking to take their sales to the next level!

    Review Source: Capterra
  • Samantha from Fast Advance Funding

    December 2016

    ConvergeHub - my go-to place for lead organization

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Convergehub has made my work day more efficient and I do not know how I ever stayed organized before it. The task reminders via email make sure I never forget a client or miss an opportunity for a potential sale.

    Review Source: Capterra
  • Gerald from Fast Advance Funding

    December 2016

    Could Make It More Salesperson Friendly

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    To enter data and follow-up information is horrible. Trying to enter data quickly and move on to next file is hindered by having to click on the SMALL green Checkmarks.

    Review Source: Capterra
  • Nate from Par Funding

    December 2016

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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. I've used and customized many CRM platforms in the past, and we are extremely happy with our decision to run our business on the ConvergeHub platform.

    Review Source: Capterra
  • daniel from We Lend You

    December 2016

    great to work with

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

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

    Pros

    user friendly

    Review Source: Capterra
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