ConvergeHub is unclaimed —

ConvergeHub

The Leading CRM Software for Small & Medium Businesses·convergehub.com

ConvergeHub is an all-in-one, AI-powered CRM platform for small and medium businesses that unifies sales, marketing, customer service, and billing into a single connected system. It replaces scattered tools with modules for lead and pipeline management, email marketing campaigns, case/ticket support, and invoicing/billing, all sharing one customer record. The platform includes workflow automation, reporting, a REST API, and mobile apps for iOS and Android.

What it's for

Manage leads, contacts, accounts and dealsRun personalized email marketing campaignsTrack sales pipeline and forecast revenueManage customer support cases and tickets via a knowledge baseCreate quotes, invoices, and track paymentsAutomate sales, marketing, service, and billing workflowsClient intake, matter/case tracking, and billing collections for professional service firms

Features 20

AI-powered CRM (AI Summaries and Replies)
Billing & Invoicing
Case/Ticket Management
Contact Management
Custom Fields and Page Layouts
Customer Portal
Customer Support/Help Desk
Document Collaboration
Email Marketing
Knowledge Base
Lead Management
Marketing Automation
Mobile CRM
Multi-Currency support
Quotes & Invoices
Recycle Bin (data restore)
Reporting & Analytics
REST API and Webhooks
Sales Pipeline Management
Workflow Automation

At a glance

free trialAPI

TypeWeb app

DeploymentCloud

PlatformsWeb, Windows, macOS, Android, iOS

LanguagesEnglish

Forsmall businesses, small and medium businesses, consultants, digital agencies, IT firms, engineering companies, recruitment agencies, accounting firms, law firms, insurance agencies and brokers, financial advisors, real estate agents and brokerages

CompanyConvergeHub

Integrations

QuickBooks OnlineQuickBooks OfflineDocuSignIMAPPayPalStripeExperianRingCentralDecision LogicTypeFormJotFormFaxPandaDocOffice365 MailOffice365 CalendarOffice365 ContactZoomWordPressZapierCal.comMoneyThumbMailChimpOpenAITwilioSkype8x8Avaya

Resources

Docs

Pricing

Prices are per user/month. Two billing views: 'Sales CRM' base plans and 'All-In-One' plans that bundle Marketing, Service, and Revenue add-ons at higher prices. Add-ons can also be purchased separately for standalone Sales CRM plans. Enterprise industry-specific tier is quote-based ('Let's talk', 'Contact Us').

Professional$45/user/mo

Sales CRM tier; Marketing, Service, and Revenue add-ons priced separately.

5 rule-based automations, 5 drip sequences, 5 custom fields, 10 reports, 2 GB storage, 500 emails/day, 100,000 total records, 10 customer portal users included

Premium$65/user/mo

Sales CRM tier; Marketing, Service, and Revenue add-ons priced separately.

15 rule-based automations, 15 drip sequences, 50 custom fields, 40 reports, 8 GB storage, 2500 emails/day, 200,000 total records, 50 customer portal users included

Enterprise$85/user/mo

Sales CRM tier; Marketing, Service, and Revenue add-ons priced separately.

Unlimited automations, unlimited drip sequences, unlimited custom fields, unlimited reports, 20 GB storage, 5000 emails/day, 500,000 total records

Professional (All-In-One)$85/user/mo

All-In-One bundle version of Professional plan (includes all add-ons).

Same feature limits as Professional Sales CRM plan, with Marketing, Service and Revenue add-ons included

Premium (All-In-One)$99/user/mo

All-In-One bundle version of Premium plan (includes all add-ons).

Same feature limits as Premium Sales CRM plan, with Marketing, Service and Revenue add-ons included

Enterprise (All-In-One)$117/user/mo

All-In-One bundle version of Enterprise plan (includes all add-ons). Also includes 'Guided Product Onboarding' and 'White-glove Premium Support' per industry-specific offer with custom quote (Contact Us).

Same feature limits as Enterprise Sales CRM plan, with Marketing, Service and Revenue add-ons included

Save up to 30% with annual billing vs monthly billing.