ConvergeHub Overview

This is a summary of the comprehensive capabilities and benefits of ConvergeHub based on over 1549 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.

ConvergeHub, Freshsales, Agile CRM, BUSINESSNEXT, Sugar CRM, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Do you need to check if ConvergeHub is right for your needs? Our Cuspera AI engine can evaluate how ConvergeHub fits your specific business needs, industry, and context. Get your personalized assessment report today.

ConvergeHub supports business activities such as:

  • Engagement Management
  • Lead Management
  • Contact List Management
  • Campaign Management
  • Generation Of New Leads

ConvergeHub can help you with many business goals, such as Enhance Customer Relationships, Acquire Customers, Increase Sales & Revenue, Improve ROI, Increase Customer Life Time Value, etc. It can help manage these activities if you use E-Mail for these needs. As a solution, ConvergeHub's capabilities include Personalization, Dashboard, Micro Customer Segmenting, etc.

ConvergeHub was founded in 2013. Financial Services Vertical is its biggest customer base.

Reviews

"Whether your a one man operation, or a 100 person army. ConvergeHub allows you to keep your business organized, maintain customer data efficiently, and automate the entire process... " - Rob Abramov

Cuspera Reviews

11 buyers and buying teams have used Cuspera to assess how well ConvergeHub solved their CRM needs. Cuspera uses 1549 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

Business Priorities

Enhance Customer Relationships and Acquire Customers are the most popular business priorities peers achieved using ConvergeHub.

Other priorities:

  • Increase Sales & Revenue
  • Improve ROI
  • Increase Customer Life Time Value
  • Improve Internal Communications
  • Improve Brand Engagement
  • Grow Market Share
  • Enter New Markets Internationally Or Locally
  • Scale Best Practices
  • Establish Thought Leadership
  • Improve Visibility
  • Build Brand Awareness
  • Improve Efficiency
  • Improve Stakeholder Relations
See all business priorities See less business priorities

Use Cases

Peers recommend Engagement Management , Lead Management , Contact List Management , as the business use cases that they have been most satisfied while using ConvergeHub.

Read Peer Reviews and Expert Experience for Business Use Cases

BUSINESS USE CASES RATINGS CUSTOMER AND EXPERT EXPERIENCES
Engagement Management

4.91/5 ★

Read Reviews (69)

"...More to say, whatever industry you may be in with more than 30 major integrations for assisting you in your workflows, ConvergeHub is more popular as QuickBooks CRM software, as it offers QuickBooks CRM integration free, and so helps you unlock the precious customer data that is locked inside QuickBooks and use it from the CRM to drive sales and customer engagement...." Why Salesforce Alternative CRM Platforms Are Effective For Small Businesses
engaging and following up

4.88/5 ★

Read Reviews (49)

"...Here is a glimpse of what you can do with ConvergeHub the best small business CRM software that won the prestigious 2018 Rising Start and Great User Experience Award from FinanceOnline B2B Directory: Acquire leads through structured marketing campaigns Build your own sales process to follow up and nurture leads Drive sales with efficient sales automation ..."
engaging with scheduling & cadence

3.42/5 ★

Read Reviews (1)

"When looking for a CRM we wanted to be able to find one that was A) customizable without the high costs of Salesforce and B) user friendly. ConvergeHub nailed both our needs. A user friendly, extremely customizable CRM that was tailored for our needs."
Lead Management

4.94/5 ★

Read Reviews (37)

"...ConvergeHub as an easy to use online lead management software understands pragmatically that the secret to sales are not graphs or charts but helping sales reps to manage their sales pipeline and contacts effectively, along with most needed marketing automation functionalities that happens to be the most needed functionalities of any easy to use CRM. ..." 5 Hard Truths Why Startups and Small Businesses Should Look For Salesforce Alternatives
Contact List Management with E-Mail

4.88/5 ★

Read Reviews (29)

"...Use offer-optimization techniques to match the appropriate offer based on past customer responses...." Explained- Customer Lifecycle Management (CLM)- Definition, Benefits, and Challenges
contacts history

4.58/5 ★

Read Reviews (6)

"...Use offer-optimization techniques to match the appropriate offer based on past customer responses...."
tracking contacts

4.21/5 ★

Read Reviews (3)

"...In most easy to use CRM solutions like ConvergeHub, SFA systems automate time-consuming, yet critical tasks such as sending follow-up letters and emails, scheduling sales appointments, tracking contacts and updating sales opportunities for the sales teams...."
PEER EXPERIENCES
Engagement Management

4.91/5 ★

Read Reviews (69)

"...More to say, whatever industry you may be in with more than 30 major integrations for assisting you in your workflows, ConvergeHub is more popular as QuickBooks CRM software, as it offers QuickBooks CRM integration free, and so helps you unlock the precious customer data that is locked inside QuickBooks and use it from the CRM to drive sales and customer engagement...." Why Salesforce Alternative CRM Platforms Are Effective For Small Businesses
engaging and following up

4.91/5 ★

Read Reviews (49)

engaging with scheduling & cadence

4.91/5 ★

Read Reviews (1)

Lead Management

4.94/5 ★

Read Reviews (37)

"...ConvergeHub as an easy to use online lead management software understands pragmatically that the secret to sales are not graphs or charts but helping sales reps to manage their sales pipeline and contacts effectively, along with most needed marketing automation functionalities that happens to be the most needed functionalities of any easy to use CRM. ..." 5 Hard Truths Why Startups and Small Businesses Should Look For Salesforce Alternatives
Contact List Management with E-Mail

4.88/5 ★

Read Reviews (29)

"...Use offer-optimization techniques to match the appropriate offer based on past customer responses...." Explained- Customer Lifecycle Management (CLM)- Definition, Benefits, and Challenges
contacts history

4.88/5 ★

Read Reviews (6)

tracking contacts

4.88/5 ★

Read Reviews (3)

65+ more Business Use Cases

Our AI advisor, Wyz, harnessed 1549 insights from peers and experts to help you assess how these ConvergeHub use cases fit your CRM needs.

Customer Testimonials

CUSTOMERS TESTIMONIALS

Rob Abramov

Flowrich Capital

Whether your a one man operation, or a 100 person army. ConvergeHub allows you to keep your business organized, maintain customer data efficiently, and automate the entire process... Testimonial By Rob Abramov

Chad Otar

Lending Valley, Inc

ConvergeHub is the essential CRM… It allows for a speedy and thorough workflow, as well as open inter-office communication. We thank our friends at ConvergeHub for this amazing... Testimonial By Chad Otar

Greg Demetri

ClkClk Inc

We have a very aggressive sales and marketing team requiring real time updates to team calendars and meetings. With ConvergeHub we get the flexibility of using it from any device any time... Testimonial By Greg Demetri
CUSTOMERS TESTIMONIALS

Rob Abramov

Flowrich Capital

Whether your a one man operation, or a 100 person army. ConvergeHub allows you to keep your business organized, maintain customer data efficiently, and automate the entire process... Testimonial By Rob Abramov

Chad Otar

Lending Valley, Inc

ConvergeHub is the essential CRM… It allows for a speedy and thorough workflow, as well as open inter-office communication. We thank our friends at ConvergeHub for this amazing... Testimonial By Chad Otar

Greg Demetri

ClkClk Inc

We have a very aggressive sales and marketing team requiring real time updates to team calendars and meetings. With ConvergeHub we get the flexibility of using it from any device any time... Testimonial By Greg Demetri

Frequently Asked Questions(FAQ)

for ConvergeHub

What is ConvergeHub?

Convergehub CRM is an all-in-one CRM software that can be used in enterprises and businesses of all sizes across various industries. It enables managing Sales, Marketing, Customer Support and Billing from one unified platform.

What is ConvergeHub used for?

ConvergeHub is a CRM Software mainly used by its customers to Enhance Customer Relationships and Acquire Customers by Engagement Management, Lead Management and Contact List Management .

What are the top features of ConvergeHub?

Personalization, Dashboard and Micro customer segmenting are some of the top features of ConvergeHub.

Who uses ConvergeHub?

ConvergeHub is used by Financial Services, Banking and Computer Software among other industries.

What are ConvergeHub alternatives?

Freshsales, Agile CRM, BUSINESSNEXT and Sugar CRM are popular alternatives for ConvergeHub.

Where is ConvergeHub located?

ConvergeHub is headquartered at 11501 Dublin Blvd, Suite 200,Dublin, CA 94568.

Popular Business Setting

for ConvergeHub

Top Industries

  • Financial Services
  • Banking
  • Computer Software

Popular in

  • Mid Market
  • Small Business

Peers used ConvergeHub to Enhance customer relationships and Acquire customers

Peer and Expert Opinion on Features

for ConvergeHub

  • Low
  • Medium
  • High
FEATURES RATINGS AND REVIEWS
Personalization

4.80/5 ★

Read Reviews (46)
Dashboard

4.64/5 ★

Read Reviews (26)
Micro customer segmenting

4.73/5 ★

Read Reviews (15)
Templates

4.43/5 ★

Read Reviews (14)
Recording

4.16/5 ★

Read Reviews (10)
FEATURES RATINGS AND REVIEWS
Personalization

4.80/5 ★

Read Reviews (46)
Dashboard

4.64/5 ★

Read Reviews (26)
Micro customer segmenting

4.73/5 ★

Read Reviews (15)
Templates

4.43/5 ★

Read Reviews (14)
Recording

4.16/5 ★

Read Reviews (10)

IT and Other Capabilities

for ConvergeHub

  • Low
  • Medium
  • High
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

4.75/5 ★

Read Reviews (125)
Data Export

4.58/5 ★

Read Reviews (44)
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

4.75/5 ★

Read Reviews (125)
Data Export

4.58/5 ★

Read Reviews (44)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

4.92/5 ★

Read Reviews (193)
Email Support

4.83/5 ★

Read Reviews (15)
Phone Support

4.74/5 ★

Read Reviews (10)
Chat Support

4.37/5 ★

Read Reviews (4)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

4.92/5 ★

Read Reviews (193)
Email Support

4.83/5 ★

Read Reviews (15)
Phone Support

4.74/5 ★

Read Reviews (10)
Chat Support

4.37/5 ★

Read Reviews (4)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
AI Powered

4.68/5 ★

Read Reviews (18)
Custom Reports

4.87/5 ★

Read Reviews (109)
Analytics

4.86/5 ★

Read Reviews (81)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
AI Powered

4.68/5 ★

Read Reviews (18)
Custom Reports

4.87/5 ★

Read Reviews (109)
Analytics

4.86/5 ★

Read Reviews (81)

Software Failure Risk Guidance

?

for ConvergeHub

Overall Risk Meter

Low Medium High

Top Failure Risks for ConvergeHub

Vendor Profile Details

Company Name

Convergehub

Year Founded

2013

HQ Location

11501 Dublin Blvd, Suite 200,Dublin, CA 94568

Employees

51-100

Social

Financials

PRIVATE