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.



24 Reviews of ConvergeHub

Overall rating

5.0 / 5 stars

Showing 1 - 20 of 24 reviews

February 2018

Wendy from AveNew Funding

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

3 of 5

Functionality

5 of 5

February 2018

Very positive

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.

Response from ConvergeHub of Converge Enterprise, Inc.

Replied 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.

February 2017

Ashish from Core

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

5 of 5

February 2017

I love this CRM

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.

January 2017

Michael from EAS Fundings

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

January 2017

User-friendly

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.

January 2017

Barry from EAS Fundings

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

January 2017

Greatest value

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.

January 2017

Debra from C4B Funding

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

January 2017

Unmatched support, best all-in-one solution!

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

January 2017

Hector from C4B Funding

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

January 2017

Worth every penny!

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!

January 2017

Wiladys from C4B Funding

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

January 2017

Great support and friendly team!

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

January 2017

Ismael from C4B Funding

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

January 2017

Life Saver!

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!

January 2017

Rob from MCA Leads

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

January 2017

Most Value For The Price

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!

January 2017

Josh from MCA Leads

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

January 2017

Great All-In-One Solution!

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.

January 2017

Jennifer from MCA Leads

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

January 2017

Easiest To Use CRM

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.

January 2017

Rob from MCA Leads

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

January 2017

Increased Productivity In My Business

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!

December 2016

Anthony from Fast Advance Funding

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2016

Great way to keep organized

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

December 2016

Joe from Fast Advance Funding (Par Funding)

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2016

Great CRM for keeping Clients organized

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

December 2016

Wendy from Ave New

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

4 of 5

December 2016

Converge Hub - So Easy to Use!

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.

December 2016

Daniel from fast advance funding

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2016

the best CRM we have ever used!

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!

December 2016

Samantha from Fast Advance Funding

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

December 2016

ConvergeHub - my go-to place for lead organization

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.

December 2016

Gerald from Fast Advance Funding

Review Source: Capterra


Ease-of-use

2 of 5

Value for money

2 of 5

Customer support

3 of 5

Functionality

3 of 5

December 2016

Could Make It More Salesperson Friendly

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.

December 2016

Nate from Par Funding

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2016

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

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.

December 2016

daniel from We Lend You

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2016

great to work with

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

Pros

user friendly