Description
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 1
- 1 User
- 1 Email Inbox per User
- 2 Automations
- 5 Custom Fields
- Reports Tool (2 Reports)
- Record Limit 10,000
- Storage 2GB per User
License Tier 2
- 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
- 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
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
ConvergeHub Release 4
Recognitions & Achievements
Hear what users are saying about ConvergeHub
G2
GetApp
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.
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