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CompanyHub

A Sales Automation CRM for Sales Teams·companyhub.com

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CompanyHub is a sales automation CRM built for sales teams that can be fully customized for any industry. It combines lead management, 2-way email sync and tracking, a customizable sales pipeline, and drag-and-drop workflow automation ('UTrons') with reporting and dashboards. Users can manage records in an Excel-like interface with custom fields, tables, and forms, and connect to other apps via integrations like Integrately, Zapier, and API.

What it's for

Organizing and nurturing leadsTracking sales pipeline and dealsAutomating sales workflows and alertsEmail tracking, scheduling, and bulk mailingGenerating sales reports and dashboardsCreating quotes, orders, and other documents in one clickCustomizing CRM for specific industriesCapturing leads from a website

Features 20

  • 1-click document creation (quotes, orders, proposals)
  • 2-way email sync
  • Appointment booking / public calendar
  • Bulk mail
  • Custom fields and tables
  • Custom reports on custom fields
  • Dashboards and standard reports
  • Data visibility and field-level security controls
  • Drag-and-drop workflow automation (UTrons)
  • Dynamic forms
  • Email scheduling
  • Email templates
  • Email tracking (including Gmail)
  • Integration with 100s of apps
  • Lead management
  • Mobile apps for Android and iOS
  • Remind if no reply
  • Sales order and inventory tracking
  • Sales pipeline (single or multiple deal pipelines)
  • Territory management

At a glance

free trialAPI
TypeWeb app
DeploymentCloud
PlatformsWeb, iOS, Android
Forsales teams, SMBs
CompanyCompanyHub

Integrations

IntegratelyZapierPieSync

Complianceself-reported

GDPR

Resources

Pricing

Prices also listed in INR (Rs.850–Rs.3380 per user per month depending on plan and billing cycle). Custom pricing available for teams of 10+ users.

Productivity$21/user/mo

Lead Management, Single Deal Pipeline, 2-way email sync, Appointment Booking, Bulk mail unlimited, Email tracking, even from Gmail, Email Templates, Email Scheduling, Remind if no reply, Custom Fields, Control who can see which fields, Integrate with 100s of apps, Capture leads from website, Public Calendar for appointment booking

1 email account per user

Automation$36/user/mo

Includes all features of Productivity plan

3 email accounts per user

Accelerate$64/user/mo

Includes all features of Automation plan

Saves 33% when billed annually vs. billed monthly

Last checked 28 days ago·