CompanyHub Features

CompanyHub

Customer Relationship Management for sales teams

4.65/5 (20 reviews)

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API
Access Controls/Permissions
Activity Management
Appointment Management
Appointment Scheduling
Bulk Send
CRM
Calendar/Reminder System
Campaign Management
Cataloging/Categorization
Channel Management
Client Management
Client/Property Matching
Commission Management
Contact Database
Contact Management
Contract/License Management
Customer Database
Customer Service Analytics
Customer Support
Customizable Fields
Dashboard
Dashboard Creation
Data Import/Export
Document Management
Document Storage
Drag & Drop
Email Management
Email Marketing
Email Templates
Email Tracking
FAQ
Field Sales Management
Interaction Tracking
Internal Chat Integration
Lead Capture
Lead Distribution
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
List Management
Mail Merge
Marketing Automation
Mobile Access
Opportunity Management
Performance Management
Performance Metrics
Pipeline Management
Pipeline Reports
Product Catalog
Project Management
Proposal Generation
Prospecting Tools
Quotes/Estimates
Real Time Reporting
Referral Tracking
Relationship Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Routing
SSL Security
Sales Forecasting
Sales Pipeline Management
Sales Reports
Search/Filter
Secure Data Storage
Segmentation
Self Service Portal
Shared Contacts
Source Tracking
Task Management
Team Assignments
Territory Management
Third Party Integrations
User Management
Web Forms
Web-based Deployment
Workflow Management
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API
Access Controls/Permissions
Activity Management
Appointment Management
Appointment Scheduling
Bulk Send
CRM
Calendar/Reminder System
Campaign Management
Cataloging/Categorization
Channel Management
Client Management
Client/Property Matching
Commission Management
Contact Database
Contact Management
Contract/License Management
Customer Database
Customer Service Analytics
Customer Support
Customizable Fields
Dashboard
Dashboard Creation
Data Import/Export
Document Management
Document Storage
Drag & Drop
Email Management
Email Marketing
Email Templates
Email Tracking
FAQ
Field Sales Management
Interaction Tracking
Internal Chat Integration
Lead Capture
Lead Distribution
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
List Management
Mail Merge
Marketing Automation
Mobile Access
Opportunity Management
Performance Management
Performance Metrics
Pipeline Management
Pipeline Reports
Product Catalog
Project Management
Proposal Generation
Prospecting Tools
Quotes/Estimates
Real Time Reporting
Referral Tracking
Relationship Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Routing
SSL Security
Sales Forecasting
Sales Pipeline Management
Sales Reports
Search/Filter
Secure Data Storage
Segmentation
Self Service Portal
Shared Contacts
Source Tracking
Task Management
Team Assignments
Territory Management
Third Party Integrations
User Management
Web Forms
Web-based Deployment
Workflow Management
Visit WebsiteCompare App
API
Access Controls/Permissions
Activity Management
Appointment Management
Appointment Scheduling
Bulk Send
CRM
Calendar/Reminder System
Campaign Management
Cataloging/Categorization
Channel Management
Client Management
Client/Property Matching
Commission Management
Contact Database
Contact Management
Contract/License Management
Customer Database
Customer Service Analytics
Customer Support
Customizable Fields
Dashboard
Dashboard Creation
Data Import/Export
Document Management
Document Storage
Drag & Drop
Email Management
Email Marketing
Email Templates
Email Tracking
FAQ
Field Sales Management
Interaction Tracking
Internal Chat Integration
Lead Capture
Lead Distribution
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
List Management
Mail Merge
Marketing Automation
Mobile Access
Opportunity Management
Performance Management
Performance Metrics
Pipeline Management
Pipeline Reports
Product Catalog
Project Management
Proposal Generation
Prospecting Tools
Quotes/Estimates
Real Time Reporting
Referral Tracking
Relationship Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Routing
SSL Security
Sales Forecasting
Sales Pipeline Management
Sales Reports
Search/Filter
Secure Data Storage
Segmentation
Self Service Portal
Shared Contacts
Source Tracking
Task Management
Team Assignments
Territory Management
Third Party Integrations
User Management
Web Forms
Web-based Deployment
Workflow Management
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Mobile apps

iOS App


1 review

Requires iOS 13.1 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


0 reviews

CompanyHub Feature Reviews

20 reviewers had the following to say about CompanyHub's features:

Yash M.

One of the best CRM's I have used

2017-04-27

I have been using zoho from a couple of years and tried other as well but CompanyHub stands out on every aspect. Email integration, reporting is top notch.

Pros

Lead Automation Very Good Email Integration Entire UI is very easy to use Powerful Reporting Support staff is quick and responsive

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Gaurav S.

Value for money CRM

2017-04-27

Simple to use yet has all the features that you want in CRM at an affordable price.

Pros

Followup Suggestions Easy to use CRM Highly customizable Team Collaboration with Task Managment Reports

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
An H.

Verified Reviewer

Modern interface with Traditional Function

2021-08-22

Totally this is hybird CRM as traditional CRM function with Modern Interface plus Automation.

Pros

The automation function help the marketing team OR the logic sales to set up and automate work without doing stuff.

Cons

Report is lazy, there just the interface of your data not provide deep to know the weighted deal, your data type, change/ process of your work, activity. Goals tracking is lag and not visible enough to let you know directly to work.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Free Trial

Frequency of use: Daily

Likelihood to recommend

7/10
Source: GetApp
Helpful?   Yes   No
Read more
Nishant B.

CompanyHub CRM solution for every sales person.

2017-04-28

Initial setup and importing data to the CRM was very easy.

Pros

Dashboards are very informative. Email tracking can be very handy for your sales people.

Cons

Nothing so far

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Annabelle W.

Wish I had found this years ago - Instant efficiencies for a micro business - intuitive and simple.

2020-04-21

I have been looking for a solution for years and this ticked ALL the boxes including an acceptable price and not too technical. The interface is so user friendly and intuitive that it is so easy to learn/pick up.

Pros

The flexibility of the data means you can search and filter for pretty much any sector.

Cons

I feel a SMS function would be beneficial as well as a word processor so you can generate/print letters/documents/templates also the ability to VIEW the files attached to a Contact as can only download presently.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Iris T.

Smart and intuitive CRM .No need for complicated set ups/settings etc.

2017-06-22

Pros

Fast and easy setup, easy customization.

Cons

The reporting and dashboard elements should be designed better. No API for external systems but I understand this will be taken care of in a month or two.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Ajay P.

Very good Experience with the Tool

2016-05-04

It provides you with Reporting, Email Tracking and Lead management in a single place, Loved it..........

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
José Antonio S.

Awesome

2018-06-06

The best thing is that I can link it to my customer and leads, so I have the bigger picture in one place.

Pros

I like the customization capabilities, as it's like a database, so you can create custom tables to fit any kind of business need.

Cons

So, if you want to handle your emails within the CRM, this isn't the right fit for you.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Lisa-Maree B.

It's been an absolute pleasure to use Company Hub, the features offered have streamlined our sales.

2018-02-09

Pros

The team at Company Hub have been super helpful in getting us setup, which made it so much easier to get started.

Cons

Would love to see the reports feature include a range of colours in the charts, that will make it really easy to quickly see what each report refers to and

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Arlène v.

A CRM platform that does a lot

2021-08-14

For the most part, my experience with CompanyHub has been positive

Pros

I have been using CompanyHub as the CRM tool I rely on to manage contact and my sales pipeline.

Cons

Additionally, the Analytics and Automation features have some shortcomings too, which can make it a little challenging to carry out certain steps in CompanyHub.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Brent R.

A flexible and optimized CRM

2018-11-30

Overall, I have found CompanyHub to be extremely flexible and streamlined. Some CRMs are so robust that it takes more time setting things up and doing day to day tasks.

Pros

I love how easy it is to customize the CRM by adding new tables and sections.

Cons

While there is great email tracking, you can't actually respond to any clients from within the software, which means I have to jump back and forth. Other CRMs I have used have this option, and I'm sure CompanyHub will in the future.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Sahil B.

CompanyHub is simply Amazing!

2017-04-29

Pros

One of the best thing about the software is it's flexibility, without even having prior knowledge of a CRM you can easily customize it yourself, the UI is easy to understand.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Matthew E.

CompanyHub is a mature CRM with a great team.

2021-08-07

Pros

CompanyHub is a very powerful CRM solution and offers a large range of features that makes the sales cycle easier.

Cons

For example, it took me some time to set up GST correctly on the documents which I send to customers, and I wasn't able to change the look of the quotation document without assistance from CompanyHub support.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Parisa V.

Incredibly flexible CRM with a delightfully responsive team behind it

2018-03-26

Flexible CRM with delightful support

Pros

I love how clean and simple CompanyHub's interface is. While it's quite feature-packed, it's extremely intuitive and it makes for a brilliant user experience.

Cons

I truly have no complaints. While it's a newer solution, it is extremely flexible and provides fantastic value.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Rupesh P.

Cost effective CRM

2021-09-16

Value for money - try it once

Pros

Cost-effective and sufficient for small business

Cons

Need more integrations and automation for sure

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
SaKiran R.

The company hub has a very interactive interface &I'm able to view reports that were not possible ea

2017-05-02

Pros

it's easy to comprehend and use, We can Customisation the tool based on your requirement.

Cons

Creating Email templets.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Ritesh S.

Great Features!

2017-04-27

The features like landing pages, forms, email tracking has been of great use.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Marketing and Advertising company, 1-10 employees)

Full Featured CRM

2019-02-04

My over all experience has been very good. I would recommend using this tool.

Pros

Company Hub is a full featured CRM. It has the necessary features to allow you to manage your prospects and customers.

Cons

It's a little bit slow, but honestly its faster than the Salesforce behemoth.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Rahul W.

Awesome Features and Customization to my Needs

2017-04-27

Finally a CRM tool which can be customized to my needs with an easy drag and drop.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Isabel S.

Easy to use!

2019-08-08

Pros

I love how easy it is to customize no matter the industry!

Cons

The only thing I can see being a problem with my industry is needs for scheduling photography rooms and studios...but maybe there is a way that I haven’t seen yet.

Rating breakdown

Ease of use
Features
Customer support

Time used: Free Trial

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more