Managing customer relationships shouldn’t feel like managing a complicated software project. For most small to mid-sized businesses, the challenge isn’t finding a CRM—it’s getting the team to actually use it. The issue? Overcomplicated systems, poor usability, and a lack of flexibility to tailor the CRM to real-world workflows.
CompanyHub
CompanyHub was built to change that narrative. Designed to be as easy as Excel, it offers complete customization, automation, and integration without writing a single line of code.
Whether you’re capturing leads, managing deals, sending emails, or tracking sales performance, CompanyHub simplifies your entire sales process. It empowers teams with a drag-and-drop interface, dynamic forms, real-time reporting, and 1-click document creation—all in a sleek, user-friendly environment.
Unlike traditional CRMs, CompanyHub eliminates the friction between your salespeople and your data. You can create and edit leads inline, just like a spreadsheet, and automate nearly everything—alerts, reminders, assignments, and email follow-ups—with a few clicks.
Key Features
Here’s a closer look at what makes CompanyHub one of the easiest, most flexible CRMs on the market:
- 1 Click Documents: Instantly generate proposals, quotes, agreements, or receipts with your branding and design.
- 2-Way Email Sync: Sync emails from Gmail, Outlook, or other providers to keep all communication visible in one place.
- Automation: Automate tasks, reminders, emails, assignments, and deduplication using intuitive drag-and-drop tools.
- Columns & Filters: Customize which data appears in your dashboard and filter it in seconds with saved views.
- Custom Tables: Track non-standard data (like properties, products, or inventory) with custom tables tailored to your business.
- Data Visibility: Control access to data fields and operations with advanced user roles and permissions.
- Dynamic Forms: Add conditional logic to forms for contacts, companies, deals, and more.
- Email Tracking: Know when a lead opens your email, clicks, or replies—then set automatic follow-ups.
- Integrations: Use Integrately, Zapier, PieSync, or CompanyHub’s API to connect with hundreds of tools like Mailchimp, QuickBooks, and Slack.
- Mobile Apps: Access your CRM on the go with mobile apps for iOS and Android.
- Sales Pipeline: Visualize and manage deals by stage with an intuitive drag-and-drop pipeline.
- Sales Reporting: Track emails sent, calls made, deals closed, and team performance with charts and real-time dashboards.
- Web to Lead: Generate leads from your website using embeddable forms—no developer needed.
CompanyHub is especially ideal for industries with complex processes—like real estate, insurance, construction, nonprofits, and automotive—where flexibility and visibility are non-negotiable. You can manage any type of data, not just leads.
How to Get Started with CompanyHub
Getting started with CompanyHub is easy and risk-free. Sign up for a free trial—no credit card required. Within minutes, you’ll be able to customize your CRM, import your contacts, and start automating your sales processes. You can even integrate with 1,000+ apps instantly using Integrately, the world’s easiest integration platform.
Ready to organize your sales without the chaos?
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