# 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. ## 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/convergehub-review-94283?section=pricing&secure%5Bexpires_at%5D=2026-05-17+05%3A55%3A18+-0500&secure%5Bsession_id%5D=b41ed14a-12d4-40d6-962f-9ae1157d2ace&secure%5Btoken%5D=fb2226ea8efd8ea61f9ac5f30e6396de83e01bcc84902689e7d1c1a2f0fac9db&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) - 4.6/5.0 (660 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)