CompanyHub is a cloud-based CRM with an emphasis on customization and flexibility. Users can customize their interface using a simple drag and drop of fields. From this, you can further customize the types of tables and forms you produce, the reports and the business intelligence you receive.
The software is available to adapt to most sectors. The automotive industry can benefit from quotes, commissions and incentives, scheduled payments and loan disbursements; the manufacturing industry can manage product lists, prices and quotations and orders; travel sector with itinerary management, suppliers and bookings; and much more.
The software works to minimize data entry by importing leads, syncing with emails and the sending of bulk mail. It also gives a full view of leads, showing information, emails, notes, and tasks at a glance. It will allow you to set up follow-up dates with assigned tasks or change the strength of the contact on the contact dashboard, and provides visibility for sales progress, allowing you to set up different stages of potential deals. There is also an easy reporting function.
CompanyHub allows you to try all functions of the software during a free trial, and from this, you can set up the plan that best suits your business and your budget. The organization module is free for up to 10 users and allows you to manage leads, customize the sales pipeline, and for use on a mobile app. Productivity and insights come at a monthly subscription price, with automation included for at a higher pricing point.
- Contact Management
- Database Management
- Funnel Reporting
- Partner Tracking
- Performance Reporting
- Pipeline Management
- Product & Price Control
- Task Assignment
- Territory/Quota Management
- Customer Service Automation
- Social Relationship Management
- Multiple Locations
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