Looking for a Agile Alternative?
CompanyHub Has Most of the Features of Agile CRM
Then What Makes CompanyHub Much Better?
Contact Management
Comparison | ||
---|---|---|
Create and manage Contacts from a single page | ||
Edit records like excel | × | |
Add notes, conversations and tasks from the list view | × | |
Customize columns | ||
Save filters | ||
Field level permissions | × | |
Record level permissions | ||
Bulk Email sends | ||
Sales territories and assignment rules | – | |
Visual deal pipeline |
Followups & Lead Nurturing
Stay in touch with all your valuable leads with just a single click
Comparison | ||
---|---|---|
Smart followup suggestions for contacts | × | |
Smart followup suggestions from email | × | |
Set next followup date in a click | × |
Email Management
Stay on top of all conversations with advanced email features
Comparison | ||
---|---|---|
2 way email sync | ||
Bulk Emails | ||
Email Templates | ||
Email Tracking | ||
Tracking mails from Gmail | ||
Remind if no reply | ||
Email Scheduling |
Customization and Automation
Manage your businesses easily with automated workflows and custom tables
You can track anything. Not just leads.
Automotive
- Quotes
- Commissions & Incentives
- Scheduled Payments
- Loan Disbursements
- Vendors & Showrooms
Manufacturing
- Products
- Pricelists
- Quotations & Orders
Real Estate
- Properties / Projects
- Bookings
- Site visits
- Payments
- Agreements
Travel
- Itinerary
- Packages
- Locations
- Suppliers
- Bookings
Comparison | ||
---|---|---|
Business Logic / Rules / Flow | ||
– Works on data import | × | |
– Works on creating / updating multiple records using API | ||
– Create using flow chart instead of code | ||
Scheduled workflow without code | ||
Bulk changes without code | ||
Custom Tables | × | |
Custom Fields | ||
Separate Database | – |
Reporting
Get really powerful, yet really simple reporting
But Companyhub makes is much easier to play with reports and updates reports instantly
Comparison | ||
---|---|---|
Dashboards | ||
Standard reports | ||
Custom reports | ||
Charts & Tabular reports | ||
Reporting on custom tables & custom fields | – | |
Report sharing | – |
Quotation & Inventory
Customized CRM With Invoicing For Your Business
Comparison | ||
---|---|---|
Product configuration | ||
Product list | ||
Pricelists | ||
Quotation Templates | Using third party | |
Sales Order | Using third party | |
Inventory | × |
Integrations
Connect 100’s of apps to automate your work and find productivity super powers.
Comparison | ||
---|---|---|
Capture leads from website | ||
API | ||
Zapier | ||
PieSync |