Features to look for:
Customizable CRM: Use custom fields, columns, filters, and reports to manage client data in your own way.
Lead management: Keep track of leads throughout the customer experience.
Pipeline management: On the cheapest plan, a single deal pipeline is managed; on higher plans, numerous deal pipelines are managed.
Sales bots: Use native chatbots to capture leads from your website.
Email sync: You can send emails from CompanyHub and your email client using the 2-way email sync feature.
Mass emails: Send emails in bulk without having to rewrite and send each one individually.
Email tracking: All services include unlimited email tracking.
Email templates: All plans provide basic email templates.
Email scheduling allows you to send emails at the most convenient time.
Create reminders to follow up on unanswered emails when you don’t get a response after a certain amount of time has passed.
Allow your consumers to arrange appointments on your website, and then have your employees handle them on CompanyHub.
Lead capture: Use email registration forms on your website to collect leads.
CompanyHub’s CRM is based on the spreadsheet format, which many small firms use to record customer and business data before upgrading to more sophisticated software.
Companies who already use spreadsheets for data storage should be able to pick up CompanyHub and start using it right away, with no training.
It’s a wise design decision, and the format works.
An intuitive drag-and-drop system for managing customer data, prospects, and deals across the whole sales funnel sits under the Excel-inspired top layer of CompanyHub’s CRM.