ConvergeHub

Sales, Marketing and Customer Service CRM. Bidirectional QuickBooks sync.

Description

ConvergeHub combines Sales, Marketing and Customer Service and helps businesses attract new customers and build lasting relationships with existing ones. ConvergeHub integration with QuickBooks ensures that all information gets tracked in one place.

ConvergeHub + QuickBooks. Bidirectional Sync.

ConvergeHub is integrated with QuickBooks, allowing seamless sync of Customers, Contacts, Products and Invoices between Accounting and CRM so that both platforms are always up-to-date and in-sync. Data can be entered once in either QuickBooks or ConvergeHub, and the other system syncs up automatically. ConvergeHub sync works with QuickBooks Online, QuickBooks Professional and QuickBooks Enterprise versions.

Get 360 degree view of QuickBooks Customers in CRM

Get a complete view of your Customers from ConvergeHub, including appointments, tasks, invoices, documents, emails, faxes and phone calls. Manage calendar, set reminders and never miss an appointment.

Track all Invoices from CRM and QuickBooks

Create invoices in ConvergeHub and email them directly to customers. QuickBooks syncs up. Or, create and send invoices from QuickBooks, and ConvergeHub syncs up. Have it your way. See Customer’s account status, invoices raised and balance due in ConvergeHub. Get one unified view of your customer’s financials. Eliminate double data entry and increase employee productivity.

Email, Fax, SMS, Click-to-call – directly from CRM

Communicate with your Prospects and Customers directly from ConvergeHub. Send emails, faxes, text messages and make phone calls directly from ConvergeHub. Integrated with Gmail and Outlook. Every conversation is automatically tracked in history, so next time you reach out to the prospect or customer, you can pick up the conversation right where you left off.

Track and respond to Customer Support Cases.

Stay close to your customers. ConvergeHub has built-in Customer Service features that enables you to quickly respond to any questions or cases from your customers. With the enhanced support ticket system you can track detailed case history, send immediate customized responses and deliver true customer engagement to drive long-term customer loyalty.

Get more productivity. Automate repetitive tasks.

Work less. Get more done. ConvergeHub Automation increases productivity of every team member by automating repetitive tasks. So you can focus on what is important to you.

ConvergeHub + QuickBooks. Bidirectional Sync.
Get 360 degree view of QuickBooks Customers in CRM
Track all Invoices from CRM and QuickBooks
Email, Fax, SMS, Click-to-call – directly from CRM
Track and respond to Customer Support Cases.
Get more productivity. Automate repetitive tasks.

Information

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Try ConvergeHub FREE for 30 days. No credit card required.


PLAN PRICE USERS DETAILS
Lite $11 per user per month 1 Good for companies just starting out.
Professional $29 per user per month 1 Great value. Includes core features.
Premium $59 per user per month 1 Our best plan! Includes all features.

Email: support@convergehub.com

Support: 510 924 1683
Online: http://support.convergehub.com/


Check out the most frequently asked questions below: Expand all
What is ConvergeHub 30 day Free Trial?
ConvergeHub 30 day Free Trial is for those who want to try out ConvergeHub features for free before purchasing a plan.
Does ConvergeHub sync data from QuickBooks to ConvergeHub or vice versa?
ConvergeHub supports 2-way sync, so Customers and Invoices will sync from QuickBooks to ConvergeHub and also from ConvergeHub to QuickBooks.
Does ConvergeHub work with QuickBooks Desktop?
Yes, ConvergeHub works with QuickBooks Desktop, QuickBooks Enterprise and more.
Does ConvergeHub have APIs to integrate with other applications?
Yes, ConvergeHub has open APIs to integrate with other 3rd party applications. You can learn more at http://developer.convergehub.com/ or write to us at support@convergehub.com