ConvergeHub is a unified CRM platform that handles buyer knowledge for gross sales, advertising and marketing, assist, and billing with straightforward automation.
ConvergeHub makes the CRM course of easy and packs all of its in depth options right into a clear and configurable Dashboard.
You’ll discover a straightforward overview for brand spanking new leads, closed offers, and upcoming duties, together with choices so as to add your gross sales pipeline, assist instances, and ROI.
The dashboard comes pre-configured with a set of essentially the most generally used dashlets (aw!), and you’ll create or delete as many as you want.
It’s your online business, the way in which you wish to see it.
The customizable dashboard provides you a fast top-down view of your online business!
The Leads module of ConvergeHub has every thing you want to comply with up and shut gross sales with out breaking a sweat.
It’s intuitive and constructed for pace, letting you change standing, schedule conferences, make notes, and ship emails from one web page.
Inside the Leads web page, you’ll discover all associated paperwork, conferences, upcoming duties, and merchandise/companies for that individual consumer.
ConvergeHub then allows you to schedule duties, ship texts, and even make calls (with Twilio or Ringcentral).
The Leads tab allows you to schedule conferences, ship emails, and handle paperwork for future shoppers!
In ConvergeHub’s advertising and marketing tab, you possibly can use or create your personal templates for campaigns.
Sections are customizable, and you’ve got the power to construct buyer lists or phase your leads to enhance focusing on.
You can create a marketing campaign, then schedule a sequence of emails or texts earlier than viewing their “click” and “open” stats proper in the identical part.
Create marketing campaign templates or ship and observe emails within the Marketing tab.
ConvergeHub has your again in relation to buyer assist, too.
Manage your tickets with ease or delegate them to different crew members. Plus, you possibly can automate replies and observe the historical past of every case.
Flooded with the identical generic questions? You’ll even have the choice to create FAQs in Knowledgebase to make everybody’s life simpler.
Customer assist options embody monitoring tickets, automating replies, and creating FAQs!
Easily create quotes and invoices in your companies, then use customizable templates to ship them on to your clients from ConvergeHub.
The Report Builder will allow you to compile and schedule experiences very quickly, based mostly on whichever space of CRM you’d like laid out neatly for you.
ConvergeHub additionally allows you to automate actions to scale back your workload, with a complete system to configure triggers and setup.
Expand your crew and convey extra folks onboard if you would like—ConvergeHub provides you full management over roles and permissions.
Create invoices from useful templates and submit them to shoppers proper in ConvergeHub!
CRM is a small acronym for a large subject, so don’t fear when you really feel like one little phrase is consuming up all of your time.
People are interacting along with your model, reaching out, and supplying you with work to do—it’s a great factor! (Because, cash.)
With ConvergeHub, it will get even higher. Take gross sales, advertising and marketing, assist, and billing, and roll all of them into one handy bundle that helps develop your online business sooner with much less work!
Get one 12 months of entry at this time!
P.S. Learn methods to use ConvergeHub like a professional by catching our coaching webinar replay right here: Webinar Replay!
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