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Converge Enterprise

Powerful yet Simple Sales and Marketing Automation Solution for SMB
3 reviews


Converge Enterprise is a leading Cloud CRM company offering an innovative collaboration network portal connecting Customers, Partners and Employees through social and mobile cloud technology. Founded by a team of highly experienced entrepreneurs in the year 2012, Converge Enterprise is headquartered in Silicon Valley, California. The powerful cloud-enabled CRM application is designed to enable the SMBs drive better revenue by running all customer-centric activities from a single integrated application.


Intended Users
Freelancers, Large Enterprises, Mid Size Business, Non Profits, Public Administrations, Small Business
Devices Supported
Android, iPhone-iPad, Linux, Mac, Open-source, RIM-BlackBerry, Web-based, Windows, Windows Phone
Supported Countries
Asia, Australia, Canada, China, Europe, Germany, India, Japan, Latin America, Middle-East and Africa, United Kingdom, United States
Supported Languages
English, French, German, Italian, Spanish
Supported Platforms
Google Apps, Open API, Quickbooks Intuit, Salesforce
Support Options
Online Support, Phone Support


Starting from: $9.00/month
Free Trial: Available (No Credit Card required)

Free Trial - 30 days
Lite - $9.00 Per User Per Month
Professional - $29.00 Per User Per Month
Premium - $59 Per User Per Month

Competitors Pricing

AffinityLive CRM

Starting from: $16.00/month
Pricing model: Subscription
Free Trial: Available (No Credit Card required)

Zoho CRM

Starting from: $12.00/month
Pricing model: Freemium, Subscription
Free Trial: Available (No Credit Card required)

PlanPlus Online

Starting from: $69.95/year
Pricing model: Subscription
Free Trial: Available (No Credit Card required)

Salesforce Sales Cloud
  • · Communities for sales
  • · Marketing and sales leads
  • · Email integration
  • · Opportunities and quotes
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Salesforce Sales CloudCustomer Management
  • · Powerful email integration with Google Apps
  • · Free up to 3 users
  • · Fast Search of Everything You've Stored
  • · Automatic Address Book
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InsightlyCustomer Management
  • · Seamless integration with your inbox and calendar
  • · Automatic email and calendar logging so you don't have to
  • · Unified address book for your entire team
  • · Hundreds of supplementary data sources enrich your contacts
Visit WebsiteCompare with Converge Enterprise
RelateIQCustomer Management


The CRM framework offered here is widely acknowledged as the most intuitive yet rigorously functional solution for all business verticals. Simple and Intuitive UI, easy navigation, partner network collaboration, inbuilt advanced document management, DRIP, Multichannel marketing, personalized settings, social feed integration and complete data backup are a few USPs that distinguish Converge Enterprise CRM (featured in Boston Herald, Los Angeles Times, and The Miami Herald etc) from its counterparts.

Role based security: Converge Enterprise’s role based security feature allows you to define rules for different users regarding data sharing, updating and deletion. You can limit user’s access to data based on his role in company hierarchy.

DRIP marketing: Create effective engagement campaigns using inbuilt templates from Converge Enterprise CRM. The powerful DRIP marketing manager offers intelligent step-by-step approach to dynamic routing of DRIPs based on triggering events.

Easy to use apps store: Shop for plugable applications from Converge Enterprise apps store to fully personalize your CRM software. Converge Enterprise believes in delivering an adaptive CRM solution for your business.

Automation & workforce management: Converge Enterprise offers high return on your investment. It is nimble and flexible that makes work process management automatic and hassle free. Describe and automate subsequent steps to lead your task to logical completion.

Sales process automation: Effectively track leads, prospects, and business opportunities to close more deals in record time. Automate most part of your sales process so that you can concentrate on your core competence. Converge CRM’s smart data management solution provides you with up-selling and cross-selling opportunities for future.

Third-party apps integration: A hoard of third-party apps, essential for your business, can be linked to your Converge Enterprise CRM. The cloud based CRM offers easy integration to Facebook, Linkedin, Google Plus, Google Map, Send Grid , Bitly and Quickbook to name a few.

Dynamic dashboard: Converge CRM dashboard is agile that keeps you updated on information important to you. The dashboard is designed to provide you with easy navigation to all the important sections of the software. Personalize the dashboard so that you always get the information on your fingertips.

Simplicity of Inline edit: Converge Enterprise has made editing and updating data on their CRM software easy by allowing users to perform inline edit. You can view and update complete history from a single screen. Add tasks, comments, events; upload files and send emails to the leads from a single page.

POS integration: Converge Enterprise allows POS integration to create a unified business platform. Directly source and extract data from your POS system and apply CRM intelligence to know your best customers. Grow your business by identifying more business opportunities.

Marketing automation: Converge CRM makes your marketing process smarter and less strenuous. The intelligent marketing automation interface will guide you through the different phases of successfully closing a deal. You can set alerts and create chains of steps that need to be carried out. You can set stop criteria for your email marketing campaign so that it stops when the status of the lead changes. Create chains of new activities or email campaigns to follow up when the lead status changes.

Deals management: Converge Enterprise deals management tool provides a report card on the progress of your deal. Sort and get customized reports on your deals. Effectively track your sales proposals and other opportunities and view reports through deals management dashboard of Converge Enterprise.

Key Features

  • Role based security
  • DRIP marketing
  • Easy to use apps store
  • Automation and Workflows
  • Salesforce Automation
  • Third-party apps integration
  • Dynamic dashboard
  • Simplicity of Inline edit
  • POS integration
  • Marketing automation
  • Deals management
  • Social media integration
  • Case Management
  • Open APIs
  • Customer Support & Service Management
  • Inventory Management
  • Website Integration
  • Internal & External Collaboration
  • Document Management
  • Project Management


• Easy to use, intuitive navigation
• Adapts to your Business
• Adapts to your level of expertise, no learning curve
• Bridges the gap between Sales and Marketing
• Multi-Channel – Email, SMS, Fax, Voice, Online, Social, Inbound, Outbound, Event
Zoho CRM
  • · Sales Force Automation
  • · Marketing Automation
  • · Customer Support & Service
  • · Inventory Management
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Zoho CRMCustomer Management
AffinityLive CRM
  • · Seamless Gmail and Outlook/Office365 integrations
  • · Smart & shared address book
  • · Synchronized calendar & schedules
  • · Powerful search & filtering
Visit WebsiteCompare with Converge Enterprise
AffinityLive CRMCustomer Management
PlanPlus Online
  • · Sales Automation
  • · Pipeline Reports
  • · Collaboration
  • · Customer Manager
Visit WebsiteCompare with Converge Enterprise
PlanPlus OnlineCustomer Management

User Reviews

CRM for SMBs

Ansuya Sing28th of June, 2013 07:49

The software is really handy and I liked it a lot. After implementing Converge Enterprise in our business our customer base grew by 200%. With features like email marketing and DRIP marketing campaigns you can always reach out to your customers most effectively and nudge them to become your loyal advocates. Social media integration lets you receive real-time feeds and stay updated on your deals and contacts.

Cloud CRM

Greg Demetri, CEO, ClkClk Inc20th of April, 2013 00:26

We have a very aggressive sales and marketing team requiring real time updates to team calendars and meetings. With Converge Enterprise we get the flexibility of using it from any device any time and having all our documents, templates and canned emails stored in Converge Enterprise, it makes everything so easy on Converge CRM. I am excited to see my sales and marketing team becoming more and more productive. Thanks to Converge Enterprise!

Flexible Cloud CRM solution

Salvatore Carrabba, CEO, Salamander Designs 20th of April, 2013 00:23

Having a diverse sales team, we were finding it difficult to manage all our custom processes and workflows through some of the existing packaged Cloud CRM products. We then came across Converge Enterprise and have been using the plaform for over six months and the experience has been a good one. The CRM is highly sophisticated and able to handle all our custom workflows very easily without the need for expensive customization and most importantly Converge Enterprise support has been very responsive. I can recommend Converge Enterprise to virtually any business looking for a powerful and flexible CRM solution.

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