# ConvergeHub Reviews **Vendor:** ConvergeHub **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.8/5.0 **Total Reviews:** 36 ## About ConvergeHub ConvergeHub is the all-in-one CRM built to accelerate revenue from pipeline to paycheck. Designed for businesses of all sizes—from small startups to enterprise-grade organizations—it unifies Sales, Marketing, Support, and Billing into one powerful platform. Your teams can attract leads, close deals, support customers, and get paid faster—all from a single, streamlined workspace. With robust automation, deep customization, and a 360° customer view, ConvergeHub helps you manage every stage of the customer lifecycle and drive scalable growth without switching tools. Highlights: 360° customer view with omnichannel touchpoints Built-in campaigns, quotes, invoices, and support cases Custom dashboards, automation, and reporting tools Integrates with QuickBooks, DocuSign, RingCentral, Office365, Zapier, and more ## ConvergeHub Reviews ### 1. Awesome CRM-Software with outstanding support! **Rating:** 5.0/5.0 stars **Reviewed by:** André P. | Co-Founder & Member of the Supervisory Board, Small-Business (50 or fewer emp.) **Reviewed Date:** February 19, 2024 **What do you like best about ConvergeHub?** I am customer of Convergehub since 2021 and very happy with the individual options it gave. I tested a lot of different CRM platform and it is the only solution that covers 1:n relations for co-workers. **What do you dislike about ConvergeHub?** Nothing! I has everything you need...and more! **What problems is ConvergeHub solving and how is that benefiting you?** please see above ### 2. Probably the most versatile CRM system I have used after 25 years in business. **Rating:** 5.0/5.0 stars **Reviewed by:** Baggy T. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** August 25, 2020 **What do you like best about ConvergeHub?** The flexibility of the system. The user interface and the ease of use. It is almost intuitive when you set up the CRM as to how you want it. We took on an estate agent CRM system for one of our businesses. It was 'clunky' and almost painful to use it - within a few days we mapped Converge Hub to do want we wanted and the results have been fantastic. Having used everything from Filefinder, Maximiser, Oracle, Microsoft, Vtiger, Sugar CRM, Capsule, Infusionsoft to name but a few, Converge Hub is a 'Breeze'. In another of our businesses we use KEAP to manage a camping and caravaning business, we are now moving to Converge Hub to the level of automation we need. This purely because of ease of use and integration into the business. Partners and staff members have found the ease of use and learning to be very straight forward. **What do you dislike about ConvergeHub?** Probably the name! Then again Con(In)fusionsoft had its own problems. **Recommendations to others considering ConvergeHub:** Without any reservation, I would start with ConvergeHub for all our future CRM needs. **What problems is ConvergeHub solving and how is that benefiting you?** A lot of CRM systems fail to integrate many elements that are needed to communicate with potential customers and leave you looking for other third-party solutions - bolt-on systems that don't integrate well. ConvergeHub has resolved this by having integrated solutions from SMTP, through to SMS solutions that work. ### 3. Very intuitive for everyone to use **Rating:** 4.5/5.0 stars **Reviewed by:** Bob S. **Reviewed Date:** June 04, 2021 ### 4. All in one **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** October 15, 2021 **What do you like best about ConvergeHub?** All-in-one makes it easier for anyone to manage multiple things in one place. If you are all about being productive this is a good option. It is very easy to learn. **What do you dislike about ConvergeHub?** Integration alternatives, customer service issues sometimes. **What problems is ConvergeHub solving and how is that benefiting you?** Increased productivity ### 5. World Class Capabilities and Value in One Comprehensive Marketing and Sales Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Bernard P. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** September 08, 2020 **What do you like best about ConvergeHub?** What I like most about ConvergeHub is getting the best value for my money; Especially as compared to other offerings such as Salesforce or HubSpot. You just can't beat the value proposition ConvergeHub offers. Sales, Marketing, Service and Billing all in one platform. In my use case, ConvergeHub also provides a seamless integration with both my Quickbooks and Phone System. Sales automation and Drip Marketing Automation make ConvergeHub an easy choice for cost-conscious organizations. **What do you dislike about ConvergeHub?** As others have mentioned, the UX UI need some more development efforts but in all honesty, it's workable and we expect to see major improvements over the next few sprints. There is a learning curve is with all users dealing with a new CRM platform but support is amazing and they have loads of videos and documentation on their website. **Recommendations to others considering ConvergeHub:** Do yourself a favor. Just grab the 30 day trial, then setup a demo and onboarding session with Shampa's team. They are amazing! **What problems is ConvergeHub solving and how is that benefiting you?** ConvergeHub helps us solve our Outbound Business Development, Sales and Marketing Automation challenges. The fact it's an integrated system, not a collection of different softwares saves us time and money as compared to using multiple different products to do what ConverHub already does out of the box with a little customization. ### 6. A very powerful, feature rich CRM that can help in managing and organizing your business. **Rating:** 5.0/5.0 stars **Reviewed by:** Jitin S. | Freelance Worker & Technical Consultant, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** August 29, 2020 **What do you like best about ConvergeHub?** ConvergeHub can be easily customized and supports a large number of third party apps allowing me to use it as per my needs. I especially like the automation features available under the Tools section. I have not yet fully explored it but look forward to implementing it soon. The support team too is also highly responsive. I think ConvergeHub is a very powerful and affordable CRM that can help in managing and organizing small businesses. **What do you dislike about ConvergeHub?** Initially it seemed that it required a steep learning curve but the resources available on their website, specially the short videos helped ease the learning process and integrate the tool in my business. **Recommendations to others considering ConvergeHub:** ConvergeHub is a very powerful and affordable CRM that can help in managing and organizing your business. It provides a lot of features and functionality. You may not use all its feature rich modules right away but its good to know that they are available and can be implemented in the future when needed. ConvergeHub is definitely going to be value for money for anyone considering to start their own business and I highly recommend it. **What problems is ConvergeHub solving and how is that benefiting you?** I have been looking for a solid, cost-effective CRM for quite some time now, and I'm glad I came across ConvergeHub! ConvergeHub provides great deal of customization options along with a lot of third party app integrations, allowing me to use it as per my needs. Using ConvergeHub I am able to easily track my leads and manage customers. ### 7. A well thought out and capable CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Christopher S. | CEO / Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** August 28, 2020 **What do you like best about ConvergeHub?** More than any other CRM, ConvergeHub has thought of almost any use case you could throw at it. From being able to create marketing campaigns directly in the CRM, to having a knowledge base and support ticket functionality to quickly and easily answer potential leads questions before they hop onto a call with you (or after if they weren't aware). While giving ConvergeHub a fair shake I was exceedingly impressed and surprised with its functionality. It's rock solid and definitely a CRM that will help businesses scale. **What do you dislike about ConvergeHub?** If there's anything to dislike about ConvergeHub (there's not a lot to dislike) it's probably it's UI. It feels a bit dated, but due to the functionality and integrations, it's super easy to wait for a UI refresh. **Recommendations to others considering ConvergeHub:** Take time to think about what functionality you need from your CRM, then find each thing in ConvergeHub and prosper! **What problems is ConvergeHub solving and how is that benefiting you?** After using the free Hubspot for as long as I could bear it, I'd been searching for a more robust CRM to help scale my businesses sales. Finding ConvergeHub was like finding a diamond in the rough. It had all the functionality I needed and some I hadn't thought. The ability to integrate with a lot of my other tools, like my fax service has helped greatly in some rare instances. ### 8. Skeptical at first but i love it now **Rating:** 5.0/5.0 stars **Reviewed by:** Jeffrey R. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** August 28, 2020 **What do you like best about ConvergeHub?** At first i was skeptical, i looked into their trial and immediately enjoyed their breaths of serves that they offer. I can seriously take my current operations to the next level with their platform. what i love most of the centralization of it all. i spoke to them regarding their UI/UX (the looks) and they have a roadmap showing me how they will grow and when should i expect growth. this gives me comfort knowing that i get more value for what i currently pay. Lastly they take your ideas into consideration so with ConvergeHub i know i have a voice. **What do you dislike about ConvergeHub?** i currently dislike how it looks, but it will be changed soon. Also, training material can be improved but that will occur overtime. On-boarding options of varying levels would also be nice. direct API to Canva and stock footage would help. **Recommendations to others considering ConvergeHub:** if you need a powerful program to operate out of then this would work as good as Hubspot. they can house your Sales, marketing, operations, finance, they also integrate with Quickbooks. **What problems is ConvergeHub solving and how is that benefiting you?** Convergehub is currently solving my centralization issue. i wanted all my departments to have the same information instead of running around to different platforms to get the simple answers. the grief my customers had prior is now gone. if my customers are happy then i'm happy to be a customer of ConvergeHub. ### 9. Salesforce power at a fraction of the cost **Rating:** 5.0/5.0 stars **Reviewed by:** Julian I. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** August 26, 2020 **What do you like best about ConvergeHub?** The personalized service shows care and thought and is probably one of the things I look for before investing in new software. It’s great to have multiple things built into one solution. I like being able to customize the product to suit my needs. Sometimes I feel like Salesforce is overkill so it’s nice to have a solution for clients who are tight on budget. **What do you dislike about ConvergeHub?** It’s not for everyone. If you’re reliant on certain add-ons/extensions that are only available in Salesforce, then they may or may not have something similar built here. I think you can always bring it up with the ConvergeHub team and they can work with you to come up with a solution. If I’m being nit-picky, it’s not the sexiest thing out there in terms of having a modern, sleek UI, but it’s powerful, intuitive, and gets the job done, which is the most important part. **Recommendations to others considering ConvergeHub:** This company is on the right track so it’s good to get in early to help guide the product towards a place you want it to be. Again, it’s not for everyone, but if you’re looking for a good alternative to Salesforce, but can’t afford Salesforce pricing, this could be a worthwhile option. **What problems is ConvergeHub solving and how is that benefiting you?** I’m looking for an all-in-one CRM+marketing automation+ support system that can get the job done for clients who are looking to get something powerful but with less (budget). I was an early (AS) supporter so I was able to get access to ConvergeHub at a special one-time rate, allowing me to save drastically compared to paying full price for a Salesforce subscription. ### 10. Extremely flexible and intuitive CRM for any business professional **Rating:** 4.5/5.0 stars **Reviewed by:** Joe K. | Chief Revenue Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** March 29, 2021 **What do you like best about ConvergeHub?** Having gone through set up of other CRMs, the flexibility and ease of use of ConvergeHub were unrivaled. I was able to configure it easily to accomplish all of my automation and reporting tasks. **What do you dislike about ConvergeHub?** No dislikes, can improve marketing capability **What problems is ConvergeHub solving and how is that benefiting you?** We use for all of our deal tracking and sales reporting. The benefits are typical, but the ease of reaching this point without the use of technical experts or CRM consultants is what is more noteworthy. ### 11. Excellent CRM Solution for Growing Business **Rating:** 5.0/5.0 stars **Reviewed by:** Te W. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 27, 2020 **What do you like best about ConvergeHub?** Here are the three things I like the most about ConvergeHub: 1) The software is feature rich, many of which I expected to see in more expensive tools. 2) The support is excellent - probably the best in class. In fact, they surprised me with the fast response. 3) The price is much more afforable than other similar tools. Thus, from a value perspective, this tool is excellent. **What do you dislike about ConvergeHub?** There is not much I dislike. I would like to see some of the reports that I am used to in the existing tool. But to be fair, we are still in the learning mode. **What problems is ConvergeHub solving and how is that benefiting you?** We are looking for a comprehensive CRM too for our growing business. This tool strikes the optimal balance between feature rich, ease of use, comprehensive features, good support, and excellent price. ### 12. Highly recommended **Rating:** 4.5/5.0 stars **Reviewed by:** David D. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 29, 2020 **What do you like best about ConvergeHub?** One of the most impressive aspects of the platform is the high level of customisability - it's very easy to quickly create beautiful dashboards ('dashlets') that track the key metrics that matter to you Another strong point is that, despite having an almost overwhelming number of options and functions, the customer support and tutorial videos are first-rate and help you to orient yourself quickly. **What do you dislike about ConvergeHub?** The UI is somewhat dated but hardly a deal-breaker **Recommendations to others considering ConvergeHub:** It's very much worth trying out if you're looking for a full-featured CRM without the enterprise-level price tag. **What problems is ConvergeHub solving and how is that benefiting you?** I'm in the early stages of using the platform but after spending time reviewing the functionality and configuring my account, I can see how convergehub is likely to prove very useful in the future for streamlining and optimising the sales process. ### 13. is excellent at managing processes involving sales, billing, and customer management **Rating:** 4.0/5.0 stars **Reviewed by:** Mary L. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 29, 2020 **What do you like best about ConvergeHub?** It is an excellent ally in the management of all processes that involve sales, billing and customer management since in a fairly easy way it allows me to have better control in all the areas that I mention, not to mention that it also has assistance functions for the digital marketing of our company which is a great plus, since not all applications have as many functions as ConvergeHub, its price has been a great, great attraction when making the decision about acquiring it or not, since It is a much more accessible price than other similar applications and offers essentially exactly the same, with the only difference that ConvergeHub is much more accessible to users in economic matters, learning is something quite accelerated, there is no learning curve since from the first moment your knowledge grows at an accelerated rate **What do you dislike about ConvergeHub?** Customer service is difficult to contact, it can literally turn into a stone in the shoe if we are presented with a major inconvenience since they take too long to respond to the problems that arise. **What problems is ConvergeHub solving and how is that benefiting you?** It has been very useful to me when it comes to better management and control of my company's processes, since I previously carried them manually and individually, now I already have in one place all the necessary tools to guarantee that My company is a success and at a reasonable price, I am simply quite impressed with all the results I have obtained and in such a short time of use, I recommend them to all, I assure you that you will not regret it. ### 14. Easy to use and very Versatile **Rating:** 5.0/5.0 stars **Reviewed by:** krystal b. | Sales Associate, Small-Business (50 or fewer emp.) **Reviewed Date:** August 24, 2020 **What do you like best about ConvergeHub?** I like all of the options that I have and that I can now stop using so many different softwares for the same result as being able to use my CRM to bring in leads. This is huge for me. **What do you dislike about ConvergeHub?** I am new to Convergehub so I have not found anything I dislike about it. I think there is a lot of options and I am excited to get more in depth with the CRM. **Recommendations to others considering ConvergeHub:** Give it a try. It is an easy platform with a lot of potential! **What problems is ConvergeHub solving and how is that benefiting you?** I can set up direct landing to CRM which will be a timesaver for me and then drip them directly from the platform. I have had sometimes 4 softwares running to get this result. ### 15. Still early in the process but very impressed so far **Rating:** 5.0/5.0 stars **Reviewed by:** David W. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** August 25, 2020 **What do you like best about ConvergeHub?** A very functional CRM - especially for the price. It provides our growing company the ability to improve our sales and customer interaction process, without going into debt like with other CRMs we considered. The interface is intuitive and the way the system is structured makes sense fairly quickly. **What do you dislike about ConvergeHub?** Parts of the UI look maybe a little aged...but that is subjective. **Recommendations to others considering ConvergeHub:** Watch YouTube Videos **What problems is ConvergeHub solving and how is that benefiting you?** Leads and follow-ups do no longer fall through the cracks. It helps our team to stay on top of where leads are coming from and provides a solid "launch-pad" for all our customer experience pipelines we are building. We are also trying to optimize ConvergeHub's interaction with other tools we use to further improve our workflow. ### 16. A Single Hub where my Business Data Converge! **Rating:** 4.0/5.0 stars **Reviewed by:** Mike Lester R. | Systems Head, Small-Business (50 or fewer emp.) **Reviewed Date:** August 28, 2020 **What do you like best about ConvergeHub?** What I like about ConvergeHub is that I now have a single platform to manage everything about my Customers, Marketing and Sales Campaigns,Servicing (Tickets), Billing,Documents Library, and much more about my Business. They even have a very comprehensive Report Builder for exporting all data inside my Convergehub platform. The platform is very easy to use and comes with built in integrations for automating flow of data from other platforms into Convergehub. Furthermore, there are a lot of native integrations that are already available for integration with the Convergehub platform like Mailchimp, Onedrive, Twillio, Docusign, Typeform, Box, and more. **What do you dislike about ConvergeHub?** Maybe the least liked feature of Convergehub for me is their Mobile app, as it looks very outdated. Although you can always use the convergehub web app in your mobile or tablet. Likewise for the servicing module, it is not as comprehensive as dedicated support desk platforms. Further, the limitation on accounts, users, and storage is just limiting at this point. **Recommendations to others considering ConvergeHub:** For businesses looking at an all-in-one platform for your Business or clients, I recommend taking a look at Convergehub with all the features that comes built into the platform. **What problems is ConvergeHub solving and how is that benefiting you?** I am looking for an all in one platform for all the customer information I have for my growing business. I am moving from my current FREE Hubspot account which has features comparable to ConvergeHub. The benefits I realized from moving my data is that I am now able to use the premium features of Convergehub to do Email Marketing which comes with the Convergehub subscription,my own document library, and Automations I can customize inside the Convergehub platform. ### 17. Swiss army knife CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Gethin J. | SE Ranking, Small-Business (50 or fewer emp.) **Reviewed Date:** September 03, 2020 **What do you like best about ConvergeHub?** Straight forward. It's ux isn't fancy or that modern but it is very clear where things are and what they do. I use two other CRM's and this one is easily the most straightforward. **What do you dislike about ConvergeHub?** Native integrations. At the moment it's reserved for a couple projects with a particular strategy, rather than a core business system because it doesn't connect with other Saas solutions we use. **What problems is ConvergeHub solving and how is that benefiting you?** It's too early to talk about benifts but I feel like the main thing (unlike other CRMs Im using) is that it's going to be easier to manage and less bugs to worry about. ### 18. A good all-in-one CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Daniel V. | Web Development, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** August 29, 2020 **What do you like best about ConvergeHub?** I like the how clean and simple to use the system is, even my some of my non-tech members of staff love it. **What do you dislike about ConvergeHub?** I wish they had more native integrations as well as better responding support. **Recommendations to others considering ConvergeHub:** do a trial first to see if it fits your needs then decide. **What problems is ConvergeHub solving and how is that benefiting you?** First of all is to keep everything under one roof, leads, clients, sales, marketing and automation for our business. Where before it was all over the place and was difficult to get an big picture of the business. Secondly, the ability to add all our staff to use and streamline everyting. ### 19. Great CRM for a perfect relationship with new + existing customers of our Pressure Washing company **Rating:** 5.0/5.0 stars **Reviewed by:** Ralf G. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** June 25, 2020 **What do you like best about ConvergeHub?** The fast support and short to the point tutorials. Also that we can customize the tool / dashboard for our needs. **What do you dislike about ConvergeHub?** Sometimes we had error messages importing our big customer list, but with support was handled right away. **Recommendations to others considering ConvergeHub:** Ideal for small businesses. The learning curve it just right. **What problems is ConvergeHub solving and how is that benefiting you?** The main problem we are solving with ConvergeHub is having good control of our workflow from (online) marketing, to lead generation, to estimates, to sales and possible job problems we need to take care of (creating a ticket). We are also using ConvergeHub to involve our many sub-contractors by giving them all the details of the job and a platform they can add images / videos of the job done. This way all is in ONE place :-). ### 20. New to ConvergeHub, I'm liking what I've seen. **Rating:** 5.0/5.0 stars **Reviewed by:** Michael B. | Marketing Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 30, 2020 **What do you like best about ConvergeHub?** I've just started using ConvergeHub, and I like what I've seen so far. The Piesync & Zapier integrations work very well. They allow us to sync data between ConvergeHub and the rest of our tool stack. ConvergeHub itself is incredibly feature-rich, I have only had an opportunity to delve into the CRM & Marketing tools. I'm impressed with how robust this platform is in comparison to other tools I've used. ConvergeHub is lightning-fast, and the Hubs (CRM, Marketing, etc.) work well with each other. I highly recommend giving ConvergeHub a shot. **What do you dislike about ConvergeHub?** The user interface could use a bit of an update. **What problems is ConvergeHub solving and how is that benefiting you?** ConvergeHub is allowing us to store all of our leads in a single place. ### 21. ConvergeHub for The win for small business owners! **Rating:** 4.5/5.0 stars **Reviewed by:** Lucius W. | Owner/Videographer/Photographer/Director/Video Editor, Small-Business (50 or fewer emp.) **Reviewed Date:** August 25, 2020 **What do you like best about ConvergeHub?** This CRM platform is full of powerful weapons for a small or mid-sized business to get them off the ground and running. ConvergeHub let you seamless integration with third party application **What do you dislike about ConvergeHub?** It can seem overwhelming in the beginning, specially if you're new to CRM! They do have a lot of information on their website. **Recommendations to others considering ConvergeHub:** Take your time, and plan on what you want to do with ConvergeHub first, Then watch and learn as much as you can on ConvergeHub website. **What problems is ConvergeHub solving and how is that benefiting you?** ConvergeHub can help with my new growing list, with automatic. Also, the biggest benefit is that I can hook up ConvergeHub with other third-party applications that I haven't even thought of using it with ConvergeHub! ### 22. Great CRM: Powerful and customizable **Rating:** 5.0/5.0 stars **Reviewed by:** Danil V. | Chief Executive Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** August 29, 2020 **What do you like best about ConvergeHub?** Сonvergehub has all functions for CRM that sales CRM should have. Zapier integration allows to connect it with anything. I like also in this crm: Sales pipeline Great dashboards Automations Twilio integration **What do you dislike about ConvergeHub?** Some UI improvements, but it's already in roadmap **Recommendations to others considering ConvergeHub:** Just try it. Convergehub has a lot of features. Youtube and tutorials will help you to figure out and implement the most part of the features. **What problems is ConvergeHub solving and how is that benefiting you?** It helps me to build relationships with customers. ### 23. Amazing tool to track your leads status **Rating:** 5.0/5.0 stars **Reviewed by:** Sharan K. | Chief Digital Marketing Strategist, Small-Business (50 or fewer emp.) **Reviewed Date:** August 21, 2020 **What do you like best about ConvergeHub?** We had great experience using this tool. Majority of the problems were in lead tracking and lead segregation. This was solved by this tool. Also it will remind my sales team and notify me if in case lead was not followed up by my sales team. Love this tool **What do you dislike about ConvergeHub?** Invoicing Customisation & Auto lead updation **What problems is ConvergeHub solving and how is that benefiting you?** Tracking Leads from all the sources and Following up on time. Its helping me make my sales team accountable for the followups ### 24. Great Product, with lots of Flexibility **Rating:** 5.0/5.0 stars **Reviewed by:** George Q. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 26, 2020 **What do you like best about ConvergeHub?** I like the ability to track all my biz in this tool. Not just CRM data, but I am able to track revenue as well. Good value for the cost. **What do you dislike about ConvergeHub?** None at this point. Support has been very responsive to my queries **What problems is ConvergeHub solving and how is that benefiting you?** I am able to tracks my leads thru the marketing and sales funnel as well as provide revenue metrics and post-sale customer support into a single tool. ### 25. Powerful CRM suite + great customer support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 28, 2020 **What do you like best about ConvergeHub?** We needed an intuitive, feature-rich, and easy-to-use CRM platform with a short learning curve. Setting up and customizing the suite is straightforward. It's an excellent platform for managing the process of converting prospects into customers. Another big advantage for us is the automation of email sequences. The support team is quick and responds promptly via email. **What do you dislike about ConvergeHub?** The user interface/backend is dated and should get a fresher design. **Recommendations to others considering ConvergeHub:** This platform simplifies and consolidates your CRM process. **What problems is ConvergeHub solving and how is that benefiting you?** With ConvergeHub we can nurture customer relationships intuitively. Our team efficiently manages all core sales and marketing activities via this CRM platform. The automation of email sequences reduces the workload. ### 26. Excellent CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Kevin N. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 26, 2020 **What do you like best about ConvergeHub?** We have been looking for a CRM that could provide an ALL-IN-One solution. Convergehub has provided that solution for us. Easy to use and integrates with my Google Suite. The customization of fields seems to be unlimited. **What do you dislike about ConvergeHub?** The interface is a little outdated, but we were informed that they would be updating that soon. **What problems is ConvergeHub solving and how is that benefiting you?** We can see our sales goals, and Convergehub keeps us informed when to reconnect with our clients, so tracking our leads is done automatically. We have only been using Convergehub for two months now, and we are still learning all the features, so we will have more to report soon. ### 27. 4-in-1 CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel M. | 🤖 AI Systems Architect | Installing Private AI Operating Systems (AOS) for $5M–$50M Firms | Eliminate your “Hiring Tax” & Decouple Revenue from Headcount., Small-Business (50 or fewer emp.) **Reviewed Date:** August 27, 2020 **What do you like best about ConvergeHub?** ConvergeHub allows you to not only engage four levers in your revenue generation efforts: marketing, sales, service and billing (in one platform), there are unlimited ways you can push data into ConvergeHub (Zapier, Import, API, Webhooks, etc). **What do you dislike about ConvergeHub?** I wish you can send emails thorugh ConvergeHub but they integrate seamlessly with 3rd party tools. **What problems is ConvergeHub solving and how is that benefiting you?** I have a robust-enterprise CRM that is not hard to learn or use. ### 28. Excellent tool for my consulting business **Rating:** 5.0/5.0 stars **Reviewed by:** Jason C. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** August 26, 2020 **What do you like best about ConvergeHub?** Convergehub allows me to easily pull up clients and track deal opportunities. **What do you dislike about ConvergeHub?** It can be a bit of a learning curve at first, but not an issue. **Recommendations to others considering ConvergeHub:** Certainly a great choice if you want to eliminate some of the barriers to entry for a CRM. **What problems is ConvergeHub solving and how is that benefiting you?** Tracking of client deals and keeping track of sales. ### 29. Solid platform to provide sales based crm and support solution **Rating:** 4.0/5.0 stars **Reviewed by:** Steve W. | Operations Director, Staffing and Recruiting, Small-Business (50 or fewer emp.) **Reviewed Date:** August 31, 2020 **What do you like best about ConvergeHub?** Simplicity of the platform, all the team got straight on board without training **What do you dislike about ConvergeHub?** Obviously still in constant development, so tweaks needed here and there **What problems is ConvergeHub solving and how is that benefiting you?** Centralising data that can be used by the whole team ### 30. great product and very great support **Rating:** 5.0/5.0 stars **Reviewed by:** Hany E. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** August 28, 2020 **What do you like best about ConvergeHub?** Convergehub works well, is reasonably intuitive, and the support is fast. A feature was added within an hour of asking for it! On that basis, I can only see this product improving. **What do you dislike about ConvergeHub?** Users are limited but I will upgrade it to the next level soon **Recommendations to others considering ConvergeHub:** I recommend you should give them a try. **What problems is ConvergeHub solving and how is that benefiting you?** I found it very convenient that we can save email templates and also our products here. ### 31. I love ConvergeHub **Rating:** 5.0/5.0 stars **Reviewed by:** Tawni O. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** August 26, 2020 **What do you like best about ConvergeHub?** I love how it integrates with my favorite apps. The customer service is phenomenal. **What do you dislike about ConvergeHub?** I have not found anything that I just like yet and I do not expect to find anything wrong. **Recommendations to others considering ConvergeHub:** Go for it! **What problems is ConvergeHub solving and how is that benefiting you?** I am not a technical person. I have found that the customer service is wonderful and very personable. It is easy to use and I’m looking forward to growing my business using it. ### 32. One the most Comprehensive CRM out there **Rating:** 5.0/5.0 stars **Reviewed by:** Farhan S. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 25, 2020 **What do you like best about ConvergeHub?** The database of leads and the status of each and every lead has made it tremendously easily. Love the app and response times for amy customer support. **What do you dislike about ConvergeHub?** although its not the biggest deal, i wish the users were allowed a bit more flexibility when it comes to mapping fields. Not a deal breaker in any way for a pretty standard company. **What problems is ConvergeHub solving and how is that benefiting you?** telecalling ### 33. Time saving guaranteed **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Internet | Small-Business (50 or fewer emp.) **Reviewed Date:** September 06, 2020 **What do you like best about ConvergeHub?** CRM easy to learn, a huge time saving and a really simple file follow-up between each member of the team **What do you dislike about ConvergeHub?** For the moment no negative point. I have been using the CRM for 2 months and no complaints. **What problems is ConvergeHub solving and how is that benefiting you?** Huge time saving and a really simple file follow-up between each member of the team ### 34. Great CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** August 27, 2020 **What do you like best about ConvergeHub?** It allows me to keep track of my current, former and prospective clients **What do you dislike about ConvergeHub?** luv is so far, I have been able to do everything I want to **What problems is ConvergeHub solving and how is that benefiting you?** allows me to keep track and market to all my book ### 35. Excellent tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** August 20, 2020 **What do you like best about ConvergeHub?** One of the best tools I have been using. We have increase our productivity in sales a lot and the team is more focused . **What do you dislike about ConvergeHub?** We have been using the tool for almost a month and Nothing by now. **What problems is ConvergeHub solving and how is that benefiting you?** Organization of the sales and marketing teams and coordination of activities and actions. ### 36. Very Good Product **Rating:** 4.5/5.0 stars **Reviewed by:** Francis R. | Business Systems Analyst, P.M., Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** January 25, 2016 **What do you like best about ConvergeHub?** ConvergeHub offers great dashboards and an intuitive interface. **What do you dislike about ConvergeHub?** Lack of real-time notifications. Difficulty in pulling data via API. **What problems is ConvergeHub solving and how is that benefiting you?** We were looking for a CRM with a strong feature set. As for benefits, we were able to figure out what was missing in the business processes and were able to quickly adapt. ## ConvergeHub Discussions - [What is the best way in setting up the SMTP email integration component of Convergehub without you moving your company emails away from your own host provider?](https://www.g2.com/discussions/31160-what-is-the-best-way-in-setting-up-the-smtp-email-integration-component-of-convergehub-without-you-moving-your-company-emails-away-from-your-own-host-provider) - 1 comment, 1 upvote - [Needs an integration with a sales funnel software](https://www.g2.com/discussions/30974-needs-an-integration-with-a-sales-funnel-software) - 1 comment, 1 upvote - [View ConvergeHub pricing details and edition comparison](https://www.g2.com/products/convergehub/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-14+07%3A26%3A34+-0500&secure%5Bsession_id%5D=ffdb1b89-c814-4d13-9384-78758c2306f2&secure%5Btoken%5D=5424efad33b34e27f6fc3ab0166b1d29af15af1314d46133085384671c049c3c&format=llm_user) ## ConvergeHub Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Product & Price List Management - Quote & Order Management - Customer Contract Management **Email Marketing** - Building and Personalizing Emails - Sending Outbound Emails - Manage Email Deliverability - Automated Email Responses **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Online Marketing** - Landing Pages and Forms - Dynamic Content - Mobile Optimized **Ticket and Case Management** - Ticket creation user experience - Ticket response user experience - Workflow - Response Automation - Attachments/Screencasts - Ticket Collaboration - Customer and Contacts Database **Bill Generation** - Templates - Digital Billing - Recurring Billing **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Lead Management** - Marketing Lead Database - Data Quality Management - Segmentation - Lead Scoring and Grading - Lead Nurturing - Online Behavior Tracking - Automated Alerts and Tasks - CRM Lead Integration **Bill Processing** - Consolidation - Batch Invoicing - Management **Generative AI** - AI Text Generation - AI Text Summarization **Reporting & Analytics** - Reporting - Dashboards **Campaign Management** - Program Management - Event / Webinar Marketing - Calendaring - Budgeting **Integration** - Accounting - Payments - ERP **Agentic AI - Help Desk** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Mobile & Social** - Social Collaboration Features - Mobile User Support **Social** - Social Listening - Social Sharing - Social Campaigns - Social Media Engagement - Social Media Advertising **Agentic AI - Billing** - Autonomous Task Execution **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Reporting & Analytics** - Basic Reporting - Web Analytics - ROI Analytics - Revenue Analytics **Communication Channels** - Customer Portal - Email to Case - Social Integration - Voice **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Performance and Reliability - Output Document Generation **Generative AI** - AI Text Generation **Agentic AI - Marketing Automation** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Platform** - Mobile User Support - Customization - User, Role, and Access Management - Integration - Reporting - Dashboards ## Top ConvergeHub Alternatives - [EngageBay All-in-One Suite](https://www.g2.com/products/engagebay-all-in-one-suite/reviews) - 4.7/5.0 (652 reviews) - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,137 reviews) - [Freshsales](https://www.g2.com/products/freshsales/reviews) - 4.5/5.0 (1,192 reviews)