CompanyHub

Simple Powerful Customizable CRM that Doesn't Need a PhD

Comments: Customer service has been quick, courteous and helpful since day 1

Pros:

Right out of the box, it's super simple to set up and onboard. It's field based, so you can customize it in an infinite number of way. I run 3 different companies and can differentiate each lead / contact in the the system according to the Project (my company) they are associated with. I can run multiple email addresses too to match to each of my organizations - I haven't seen that elsewhere. Also, the founders of Company Hub are behind Integrately, so Company Hub integrates with every other platform (thousands) that uses integrately.

Cons:

Cost estimates and invoicing are rudimentary so I use a secondary tool for that and the tool I use, doesnt integrate.

Wish I had found this years ago - Instant efficiencies for a micro business - intuitive and simple.

Comments: I have been looking for a solution for years and this ticked ALL the boxes including an acceptable price and not too technical. The interface is so user friendly and intuitive that it is so easy to learn/pick up.
We have managed to create our own workflows and processes within the system and know although it is early days we will step by step be able to benefit in additional sales from the automation available.

Pros:

The ability of seeing all email correspondence and notes, tasks on one page. Also the ability to send individual emails using great templates you can create and to send bulk emails. The ability to customise every screen and create additional "tables" of data. The flexibility of the data means you can search and filter for pretty much any sector. I really cannot see how this would not be an option for the majority of businesses and industries. The livechat & email support has been literally instant and this has really helped with the install and set up.

Cons:

I feel a SMS function would be beneficial as well as a word processor so you can generate/print letters/documents/templates also the ability to VIEW the files attached to a Contact as can only download presently. All these would be nice to haves and I hope will be in the developers "TO DO" list,

The company hub has a very interactive interface &I'm able to view reports that were not possible ea

Pros:

it's easy to comprehend and use, We can Customisation the tool based on your requirement. Assigning tasks to my teammates has become so much easier.Excellent support from the team.

Cons:

Software should also have white labeling. Need a lot of improvement like synchronizing with MailChimp. Creating Email templets. Creating Roadmap.

A CRM platform that does a lot

Comments: For the most part, my experience with CompanyHub has been positive

Pros:

I have been using CompanyHub as the CRM tool I rely on to manage contact and my sales pipeline. I really like that the platform does a lot and it does it well. In particular, I'm a fan of the user interface that is clean and relatively easy to use – unlike other CRMs, which have quite the learning curve. I'm a fan of a contact "history", which shows everything that has happened with that person or company over time (like when I emailed them – and what I emailed – and much more), as well as the Hotness feature which enables me to easily add whether a lead is cold, warm, hot or very hot and lets me take additional steps such as adding an automated reminder for a follow-up. The mobile app is a big plus because it lets me take care of business whenever I want, even when I'm not in front of my computer. Generally, I think that CompanyHub is a good solution for both beginners and CRM experts alike.

Cons:

There are limitations in terms of what the web forms created with CompanyHub look like and the features they include. Additionally, the Analytics and Automation features have some shortcomings too, which can make it a little challenging to carry out certain steps in CompanyHub.

Cost effective CRM

Comments: Value for money - try it once

Pros:

Cost-effective and sufficient for small business

Cons:

Need more integrations and automation for sure