License Tier 1
$99
Lifetime access
- 1 User
- 1 Email Inbox per User
- 2 Automations
- 5 Custom Fields
- Reports Tool (2 Reports)
- Record Limit 10,000
- Storage 2GB per User
Still juggling spreadsheets, sticky notes, emails, and disconnected apps just to follow up on a lead, send an invoice, or track customer interactions?
You’re not alone — this tech chaos is costing you time, clients… and growth.
Replace the clutter with a powerful all-in-one CRM built for how real businesses work.
Sales. Marketing. Support. Billing. AI & Automation.
One platform. One source of truth.
Save hours, close deals faster, and scale without chaos.
Spend thousands on tools you hate?
Or invest in a CRM built for the next stage of your business?
Say hello to ConvergeHub! — ready for where you’re headed.
Centralized View of Your Business Metrics
The ConvergeHub Dashboard is your mission control — giving you a real-time, 360° view of everything that matters in your business. From the moment you log in, you’ll see your sales pipeline, active deals, tasks, overdue follow-ups, recent activities, and performance metrics — all in one clean, customizable workspace.
No more bouncing between tabs or digging through spreadsheets. The dashboard pulls together data from sales, marketing, support, and billing so you can monitor progress, spot bottlenecks, and make faster, smarter decisions.
Drag-and-drop widgets let you tailor the layout to match your workflow.
Want to see upcoming appointments, email campaign results, or open tickets? Just add the widgets you need, and your dashboard becomes your daily command center.
Whether you’re a solopreneur or running a fast-moving team, ConvergeHub’s Dashboard helps you stay focused, informed, and in control every single day.
Organized customizable Dashboard – track everything that matters.
Organize and Accelerate Your Lead Pipeline
Leads slipping through the cracks? You’re not alone. Most businesses lose opportunities – because they get lost in spreadsheets, sticky notes, forgotten emails, and tools that weren’t built to handle the full lead journey.
ConvergeHub’s Leads module puts you back in control. Capture leads from forms, imports, or integrations, and manage every touchpoint in one clean, intuitive workspace. No more scattered notes or missed follow-ups.
Assign tasks, automate emails, and score leads based on real intent — so your team focuses on what actually moves the needle. Filter and segment with ease, so you know exactly who’s ready to close and who needs nurturing.
Create custom fields, tabs, menus, and organize layouts to adapt ConvergeHub to your own business process, and not vice versa. Whether you’re tracking industry-specific data, managing unique workflows, or organizing information the way your team actually thinks, you can adapt every part of the platform to reflect how you operate.
Whether you’re handling 10 leads or 10,000, ConvergeHub gives you the visibility, tools, and automation to stay in control.
Smart Lead Management from First Touch to Close.
360° View – One Screen, Every Detail That Matters
You can’t build strong relationships in chaos. The Lead or Customer Detail Page in ConvergeHub gives you a full 360° view of every prospect or client in one powerful screen. No more bouncing between tabs or searching for that one email.
See every interaction, from the first touch to the latest follow-up. View emails, notes, tasks, call logs, deals, support tickets, invoices, and documents — all in one unified timeline. Whether it’s a lead you’re nurturing or a long-time customer, everything you need to understand their journey is right at your fingertips. You can even view all marketing campaigns sent, opened, and clicked, so you know exactly what’s resonating.
Attach and access documents like brochures, proposals, and onboarding materials, or generate contracts and agreements with one click.
But this isn’t just for viewing — it’s built for action. Send emails, assign tasks, schedule follow-ups, update deal stages, create invoices, or add notes without ever leaving the page.
Whether you’re closing sales or delivering ongoing service, the 360-degree detail pages help you move faster, stay informed, and never miss a beat.
View entire customer journey – 360 degree Intelligence to Help You Close Faster.
Smart Trigger-based Automations to Save Time and Scale
You didn’t start your business to spend your day chasing follow-ups, assigning tasks, or rewriting the same emails. That’s where ConvergeHub’s Smart Automations come in.
Build powerful, no-code workflows that run your business in the background — automatically send emails, assign leads, trigger follow-ups, update records, and move deals through the pipeline based on real actions or time-based rules.
Create sequences for onboarding, lead nurturing, renewals, or customer retention — once, and let them work forever. Whether it’s sending a welcome email after a form is filled, assigning a task when a deal hits a new stage, or escalating when a deal isn’t moving forward, ConvergeHub handles it for you.
You can also pause, clone, or customize flows instantly — so your system evolves as you do.
No code. No tech headaches. Just powerful, intuitive automations that work like a second brain. Whether you’re solo or scaling a team, Smart Automation keeps you consistent, responsive, and always one step ahead.
Smart Powerful Automations and Workflows to Put Your Business on Autopilot.
Marketing Campaigns Nurture Leads and Drive Conversions
You’ve got leads — but without consistent follow-up, they vanish. ConvergeHub’s Marketing Campaign feature helps you stay top of mind with every prospect, without manually sending a single email.
Create and launch powerful, automated campaigns that welcome leads, nurture prospects, re-engage cold contacts, and drive conversions over time. Launch email journeys that turn cold leads into warm conversations—without bouncing between tools. Trigger messages based on industry, behavior, lead score, pipeline stage, or form submission.
Personalize every touchpoint with ease. Track opens and clicks, and use insights to double down on what works.
Whether you’re sending one-off announcements or long-term nurture flows, everything is built inside your CRM—so you’re not exporting lists or syncing tools.
ConvergeHub makes sure your leads are followed up with, warmed up, and ready to close — automatically. Consistent engagement. Zero hassle. More conversions.
Because the right message at the right time changes everything.
Launch Targeted Email Campaigns Directly from Your CRM.
Turn Data Into Decisions That Drive Growth
You can’t improve what you can’t see. ConvergeHub’s Reporting Tool gives you full visibility into every part of your business — so you can stop guessing and start making data-backed decisions.
Track the performance metrics that matter most: lead conversion, deal progress, email engagement, ticket resolution time, unpaid invoices, and more. Build reports using powerful filters and conditional logic to surface what needs action. Want to track custom fields unique to your workflow? You can do that too.
From deal velocity to campaign performance and open support tickets — you’ll know exactly what’s working, what’s stalling, and what needs your attention.
Choose from ready-made reports or build your own using filters, conditions, and custom fields. Create once, and let it run — schedule reports to hit your inbox daily, weekly, or monthly. Build visual dashboards your team can act on.
No coding. No Excel gymnastics. Just the answers you need, when you need them.
Make Smarter Decisions with Real-Time Reports.
Unlock Lifetime Access to ConvergeHub – Scale Smarter Starting Today!
Pricing Plans
Features included in all plans :
- Configurable Dashboards
- AI Features
- Lead Management
- Progress Indicators
- Kanban View
- Filters & Saved Searches
- Comments
- Notes
- Notifications
- Tag Manager
- 360-degree Customer View
- Opportunity Management
- Documents & Collaboration
- Organize Files & Folders
- Tasks & Meetings
- Recurring Activities
- Calendar
- Personal Calendar Link
- Built-in Calling (with Twilio/Ringcentral)
- Call Disposition Notes and Tracking
- Built-in Texting (with Twilio/Ringcentral)
- Customize Menu
- Customize Tabs
- Templates
- Import
- Export
- Rest API
- Webhooks
- Mobile App
- Online Ticket and Help Center
License Tier 2
$199
Lifetime access
- 2 Users
- 2 Email Inbox per User
- 10 Automations
- 15 Custom Fields
- Reports Tool (10 Reports)
- Audit Logging
- Publish Reports to Dashboard
- Configurable Page Layouts
- Quick Access Forms
- User Access Control
- Role Management
- Team Management
- Shared Team Calendar
- Mass Emails
- Workflow
- One-click Agreement/Doc generation
- Generate Agreement/Doc Template
- Embed Lead Form Link
- Prospects
- Campaigns
- Lists (Segments)
- Zapier Integration
- Record Limit 25,000
- Storage 2GB per User
License Tier 3
$597
Lifetime access
- 3 Users
- 3 Email Inbox per User
- 20 Automations
- 30 Custom Fields
- Reports Tool (30 Reports)
- Audit Logging
- Publish Reports to Dashboard
- Configurable Page Layouts
- Quick Access Forms
- User Access Control
- Role Management
- Team Management
- Shared Team Calendar
- Mass Emails
- Workflow
- One-click Agreement/Doc generation
- Generate Agreement/Doc Template
- Embed Lead Form Link
- Prospects
- Campaigns
- Lists (Segments)
- Lead Assignment and Routing
- Cases
- Knowledgebase
- Products & Services
- Invoices
- Quotes
- Payments
- Zapier Integration
- QuickBooks Integration
- Stripe Integration
- Record Limit 100,000
- Storage 4GB per User
- Premium Support & Onboarding
- Advanced image formats
30 Day Money-Back Guarantee : Try it out for 30 days. If it's not the right fit, get a full refund, no questions asked.
1 Year Protection : If the seller shuts down the product within 12 months of purchase, you'll receive a 50% refund or a 100% refund if it shuts down within 6 months of purchase.
Learn more
Deal Terms & Conditions
- Lifetime access to the product as described.
- You must redeem your code(s) within 30 days of purchase.
- No codes, no stacking. Simply select the license tier that fits your needs.
- Future updates included.
Company info
Founder
Shampa Bagchi
Launched In
Apr 2016
Company HQ
California, USA
Team Size
10-50 employees
Product stage
Mature
Funding
Bootstrapped
ARR
$2M+
Updates From ConvergeHub
Founder Post
Posted 17 Aug 2025
👋 Hi Product Canyon Community!
I’m Shampa Bagchi, a fifth-generation entrepreneur and the founder of ConvergeHub — a unified CRM platform built to help small businesses scale faster and thrive.
My story begins in the 1870s in a small town in eastern India, where my great-great-grandfather used entrepreneurship as his weapon against colonial exploitation — building tea estates, creating livelihoods, and changing the destiny of an entire community.
Growing up with that legacy, I learned very early that a single entrepreneur with courage can transform lives.
You can watch my story here: https://www.convergehub.com/shampa/story
Fast forward: I came to the U.S. with $100 and a suitcase, worked as a software engineer for global enterprises, moved to Silicon Valley, became an entrepreneur, survived a bankruptcy, and nearly lost my home before founding ConvergeHub. That journey gave me a deep respect for the blood, sweat, and resilience entrepreneurs and business owners pour into their businesses.
ConvergeHub was born to support that spirit — to give founders and business builders the tools to scale with clarity, automate wisely, and grow confidently through uncertainty.
Why I Built This
When I was running my boutique software agency, I saw the same story play out again and again for our clients: small and mid-sized businesses drowning in too many disconnected tools — one for sales, another for marketing, a different one to manage documents, or create proposals, another for billing... Business owners were spending more time managing software chaos than actually growing their businesses.I knew there had to be a better way. That’s why I built ConvergeHub: one powerful, yet simple platform that brings CRM, sales, marketing, support, document collaboration and billing together in one place. It’s designed so business owners can stop juggling and start scaling — without needing a big IT team or enterprise budget.
To me, ConvergeHub is more than a platform. It’s a salute to the spirit of entrepreneurship — the grit, the resilience, the courage to try, fail, and rise again.
What We’ve Achieved So Far
ConvergeHub has grown into a platform trusted by thousands of users across industries — from agencies to financial services to manufacturing. Along the way, we’ve been ranked #1 in customer satisfaction, scored 4.8/5 or higher in every Review platform we listed in (G2, Capterra, GetApp), recognized for our ease of use, and highlighted for our all-in-one approach that eliminates the need for juggling multiple tools.In a study run by Software Reviews, we beat every other CRM in the market in terms of emotional attachment that our users have to the product.
But the recognition I’m proudest of comes from the achievements of our customers. We’ve seen founders double their revenue by streamlining operations inside ConvergeHub, teams cut hours of manual work each week through automation, and small businesses finally compete with enterprise-level efficiency — without enterprise-level budgets.
What’s New & What’s Coming
Just a couple of months ago, we reached a major milestone with the launch of ConvergeHub 4.0, A future-ready CRM platform built for intelligence, speed, and scale.You can read more on our launch page: https://www.convergehub.com/convergehub4-launch
Here is the Press Release for the Launch: https://www.einpresswire.com/article/810569021/convergehub-launches-convergehub-4-0-a-future-ready-crm-platform-powered-by-intelligence-speed-and-scale
This release wasn’t just an upgrade — it was a complete re-imagining of the ConvergeHub experience, giving entrepreneurs enterprise-level power with simplicity. Some of the features we rolled out include:
- Completely redesigned UX for speed, clarity, and ease of use
- AI-powered features to save time and boost productivity
- New smart automations that streamline repetitive tasks
- Advanced reporting engine for sharper, data-driven decisions
- One-click agreements & document generation to close deals faster
- Module customizer so you can shape ConvergeHub around your workflows
- More intensive AI features to unlock smarter ways of working
- White-labeling options with custom login, logo, and domain
- Customer access portal to extend collaboration beyond your team
- Form builder for effortless data capture
- Expanded integrations to keep your business fully connected
Our Promise to You
At ConvergeHub, we’ve always believed that our real product isn’t just software — it’s the impact our customers create with it. The platform is simply the catalyst to achieve that impact.That’s why our commitment goes far beyond features. We pride ourselves on being responsive, approachable, and deeply invested in every customer’s success. Whether it’s answering questions, rolling out updates based on feedback, or guiding you through setup, our team treats every business as a partner, not just a user.
We know how much blood, sweat, and heart goes into building a business. That’s why we listen closely, support quickly, and keep improving relentlessly. If you join us through this LTD deal, you’re not just buying software — you’re joining a company that will stand beside you as you grow.
✨ A final note…
ConvergeHub is a proven, stable platform trusted by thousands of users and ranked #1 in customer satisfaction. Mature software like ours rarely comes to LTD marketplaces.We’re making an exception only to celebrate the launch of ConvergeHub 4.0—and to welcome more entrepreneurs into our community at this pivotal moment.
That means this is a unique, one-time chance to secure lifetime access to a platform that’s already delivering results—and will only keep getting better from here.
Thank you for taking the time to learn about ConvergeHub. This journey has always been about empowering entrepreneurs, and I’d love to hear your thoughts, feedback, and ideas on how we can keep making the platform even better for you.
You can reach me anytime [email protected] — I personally read every message.
Build Boldly!
Shampa Bagchi
Founder & CEO, ConvergeHub
Helpful Links
ConvergeHub Release 4
Recognitions & Achievements
Hear what users are saying about ConvergeHub
G2
GetApp
Awesome CRM-Software with outstanding support!
I am customer of Convergehub since 2021 and very happy with the individual options it gave. I tested a lot of different CRM platform and it is the only solution that covers 1:n relations for co-workers.
Probably the most versatile CRM system I have used after 25 years in business.
The flexibility of the system. The user interface and the ease of use. It is almost intuitive when you set up the CRM as to how you want it. We took on an estate agent CRM system for one of our businesses. It was 'clunky' and almost painful to use it - within a few days we mapped Converge Hub to do want we wanted and the results have been fantastic.
Having used everything from Filefinder, Maximiser, Oracle, Microsoft, Vtiger, Sugar CRM, Capsule, Infusionsoft to name but a few, Converge Hub is a 'Breeze'.
In another of our businesses we use KEAP to manage a camping and caravaning business, we are now moving to Converge Hub to the level of automation we need. This purely because of ease of use and integration into the business.
Partners and staff members have found the ease of use and learning to be very straight forward.
Read more
Having used everything from Filefinder, Maximiser, Oracle, Microsoft, Vtiger, Sugar CRM, Capsule, Infusionsoft to name but a few, Converge Hub is a 'Breeze'.
In another of our businesses we use KEAP to manage a camping and caravaning business, we are now moving to Converge Hub to the level of automation we need. This purely because of ease of use and integration into the business.
Partners and staff members have found the ease of use and learning to be very straight forward.
World Class Capabilities and Value in One Comprehensive Marketing and Sales Platform
What I like most about ConvergeHub is getting the best value for my money; Especially as compared to other offerings such as Salesforce or HubSpot. You just can't beat the value proposition ConvergeHub offers.
Sales, Marketing, Service and Billing all in one platform. In my use case, ConvergeHub also provides a seamless integration with both my Quickbooks and Phone System. Sales automation and Drip Marketing Automation make ConvergeHub an easy choice for cost-conscious organizations.
Read more
A very powerful, feature rich CRM that can help in managing and organizing your business.
What I like most about ConvergeHub is getting the best value for my money; Especially as compared to other offerings such as Salesforce or HubSpot. You just can't beat the value proposition ConvergeHub offers.
Sales, Marketing, Service and Billing all in one platform. In my use case, ConvergeHub also provides a seamless integration with both my Quickbooks and Phone System. Sales automation and Drip Marketing Automation make ConvergeHub an easy choice for cost-conscious organizations.
Read more
A well thought out and capable CRM
More than any other CRM, ConvergeHub has thought of almost any use case you could throw at it. From being able to create marketing campaigns directly in the CRM, to having a knowledge base and support ticket functionality to quickly and easily answer potential leads questions before they hop onto a call with you (or after if they weren't aware). While giving ConvergeHub a fair shake I was exceedingly impressed and surprised with its functionality.
It's rock solid and definitely a CRM that will help businesses scale.
Read more
4-in-1 CRM
ConvergeHub allows you to not only engage four levers in your revenue generation efforts: marketing, sales, service and billing (in one platform), there are unlimited ways you can push data into ConvergeHub (Zapier, Import, API, Webhooks, etc).
Read more
Excellent tool for my consulting business
Convergehub allows me to easily pull up clients and track deal opportunities.
Salesforce power at a fraction of the cost
The personalized service shows care and thought and is probably one of the things I look for before investing in new software. It’s great to have multiple things built into one solution. I like being able to customize the product to suit my needs. Sometimes I feel like Salesforce is overkill so it’s nice to have a solution for clients who are tight on budget.
Read more
Extremely flexible and intuitive CRM for any business professional
Having gone through set up of other CRMs, the flexibility and ease of use of ConvergeHub were unrivaled. I was able to configure it easily to accomplish all of my automation and reporting tasks.
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ConvergeHub
CRM with sales, marketing, support, billing & automation — replace 5 tools, scale faster
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