CompanyHub CRM - An Affordable ZOHO Alternative [Review]

According to Forbes, CRM is the basis for a scalable sales and marketing system. CRM can help Sales and Marketing professionals keep track of deals and flag opportunities that might require additional nurturing. But to reps, they can seem like nothing more than tedious time consuming entering the data. Data goes in, and no clear benefit comes out. They also spend a lot of time on unproductive tasks (which may be important) like sending welcome emails, birthday emails to clients, etc.

About CompanyHub

CompanyHub is specialized CRM package which is fully customizable to any industry type. A very easy to use CRM similar to excel with user friendly features which is so productive that you can enter or view all the information from the same page, customize the reports/data on the fly and automate all the boring unproductive task so that your sales reps can concentrate on what exactly matters – closing more deals.

Along with being Feature-Rich, it is affordable and unique. A dynamic CRM to fit any business needs which will enhance and transform your sales process and help you make it more productive and increase your decision making and drive profits.

Review Of Companyhub

CompanyHub is very powerful in the following aspects.

Automation – UTrons (Sales bots)

CompanyHub allows you to automate all the boring and unproductive tasks and puts your sales on autopilot. Yes! You can easily automate things like sending a sequence of emails, birthday emails, a reminder to a client before quote expires, alert salespeople if a deal is not progressing, congratulate sales person for winning a big deal and more without writing a single line of code and 10x faster than developers. The possibilities with UTrons are unlimited and not only helps in increasing your productivity but also help in more efficient sales process so that you won’t forget any tasks and your reps can concentrate more on what actually matters. You can have a more detailed look on how you can automate your sales using CompanyHub here – https://companyhub.com/docs/utrons-get-started

Customizable For Any Industries

May it be Automotive, Real Estate, Manufacturing or any industry type CompanyHub can be easily tailored to your needs with simple drag and drop. Where any other CRM just allows you to customize the fields CompanyHub gives you more advanced features where you can also create new forms/tables like payments, courses, properties, etc. Not only can this but you easily associate record of a table to the other which gives your synchronization between tables. You can also create reports based on custom fields and reports.

Powerful Reporting

Along with 20 predefined reports which give you complete visibility in your sales process, you can easily create custom reports in seconds based on any criteria and take a decision based on facts and not guesses. You can easily personalize reports by adding specific fields and filters and also with custom fields and tables. They have awesome visualizations too where you can create any type of chart/table and change the chart in one click.

Strong Email Automation

Salespeople spend a lot of time on emails. According to CSO Insights, salespeople waste 65% of their day doing administrative tasks like manually saving emails from Gmail. CompanyHub gives you everything you need to be more productive. Email Sync automatically updates the conversation with leads. A team can see all conversations at 1 place. Bulk mail helps to reach more leads in clicks. Email tracking shows who opened which mail and which links they clicked. Emails can also be scheduled. Sending an important mail? You can also request a reminder, in case you don’t get a reply. There is also a Gmail plugin to track any mail sent from Gmail.

Lead Management – Minimizes Your Efforts!

Salespeople hate updating CRMs. And it’s not their mistake. CRMs are time to consume. CompanyHub lets you do everything from one place – like excel. From a single page, you can create records, add notes, conversations & tasks, edit fields, and send follow up emails. Email sync & bulk mail also save a lot of time. Creating leads with the Quick Add feature is great as it saves your time. CompanyHub also gives you what they call as Smart Follow-up suggestions – so it reminds you of contacts that you need to follow up where you just set the hotness indicating how often you would like to stay in touch. Also when there is lack of communication, you automatically get a follow-up reminder. Now that is what you call ‘never miss a lead again!’

Deal Pipeline Management

Managing deals at every stage of the business is very important, and CompanyHub makes it possible to manage all current and pending deals at a glance. Users can view the stages of current deals, and even create notes to remind them of important tasks that may help in deal conversion. You can view closed deals through a tabular view, and enter important field information such as a deal name, stage, amount and company for a comprehensive understanding of the business arrangement.

For more information about a deal pipeline, you can visit – https://companyhub.com/docs/deal-pipeline

Control Who Can See What Data

Lead information is a very important asset of a company. Even within the team, it is preferable to regulate who can see what data. CompanyHub gives complete control on who can see which records, and even which fields. It supports hierarchy based as well as rule-based access control. Even if two salespersons are seeing same page/report, they will see different data based on what is visible to them.

CompanyHub Integration

Integration is an important aspect where there are thousands of applications on the web these days that you would like to synchronize all in one place. CompanyHub gives you seamless integration with all the popular applications with help of –

Zapier Integration

Zapier gives you the flexibility to integrate your CompanyHub account with thousands of apps to increase your productivity. You can integrate apps like MailChimp, QuickBooks, Slack and many more to automate all the boring manual tasks in your workflow.

PieSync Connector

With PieSync you can connect your cloud apps with intelligent 2-way sync. PieSync will help you share customer contacts between your Marketing Automation, Email Marketing, Invoicing and E-Commerce apps.

CompanyHub REST API will help you do just that. With CompanyHub API integrate all your enterprise applications and get all the insights you need.

For more information, you can visit their help page – https://companyhub.com/docs/api-documentation

Web to Lead

CompanyHub provides you a small piece of code. Use this code to create a form on your website, and just sit back and relax. As soon as your next visitor visits your website and submit the form, your visitor will automatically be created as a new lead in your CompanyHub account.

So CompanyHub is definitely an ideal choice for any organization – it is adaptive, highly customizable and easily accommodates your daily business routine without changing your process. CompanyHub Automation Suite is a perfect tool to help companies enhance their overall sales experience by doing what matters and increasing productivity.

My Final Verdict – “Simple yet powerful CRM that will get you started in minutes”

Pricing and Features

$32/user/month

$24/user/month (paid annually)

Features

Lead Management

Lead & Contact Management
Deal Pipeline
Custom Fields
Group / Segment Data
Saved Filters
Customize Columns
Control who can see which fields

Email Automation

2 – way email sync
Bulk mail
Unlimited Email tracking, even from Gmail
Email Templates
Email Scheduling
Remind if no reply

Import And Export

Capture leads from a website
Integrate with 100’s of apps using Zapier
Integrate through PieSync
Import wizard
Export
API

Reporting

Dashboards & 20+ standard reports
Custom reports, even on custom fields
Various types of charts
Export reports

Customization

Customize for any industry
Track things like Payments, Courses, Properties, etc. using custom tables
Custom apps
Create custom apps like expense manager, education management etc. with just drag-drop
Reporting on custom tables/apps