GROW YOUR REVENUE BY 40% IN 365 DAYS
USING THE ENTERPRISE-GRADE TOOLS AND PROCESSES USED BY BIG BUSINESESES WITHOUT THE HIGH COSTS AND LONG TIMELINES

When we went with ConvergeHub we were trying to solve two problems at once. The back office problem of keeping everything centralized and the front office problem of being able to distribute leads, track leads, send reminders and emails with the least time taken. Every minute counts when you're talking about sales. So, we made the sales process on the front end much more seamless between the emailing and follow ups and automation and responses and call and invites and all the features that ConvergeHub has to offer.

We were able to achieve a full integration between front office and back office regarding deal statuses and funnel movement, so every rep knew exactly where the deal was, and it avoided a hundred emails or calls for status updates and so on. We were able to streamline both frontend and backend systems and synchronize everything and bring about the harmony that we now have, which wouldn't have been possible without ConvergeHub.

I definitely recommend people looking for a financial solution to use ConvergeHub. The deal tracking is unrivaled in the industry, its prebuilt for MCA and Business funding industry, it has partner relations, which no other company has. Just check out other CRMs and they all suck compared to ConvergeHub for our industry.

Nathan Abadi President, Excel Capital Management

We were manually tracking activity in spreadsheets.

We had looked at so many different CRMs out there. None were flexible enough to match our exact workflow. So even though we tried other CRMs, we always went back to spreadsheets.

ConvergeHub just works out of the box and then you can then customize it as much as you want.

ConvergeHub supported our main goal of pushing our agents through a highly repeatable process which drove a 3x improvement in deals closed per agent.

Their team is great to work with. Quick to respond to our questions and very open to our ideas.

The main transformation is that our entire company is actually using a CRM as an authoritative engine that drives all sales.

There is no ambiguity about what happened to each deal. Each team member is now accountable, and we can really manage our pipeline with high confidence.

We went from closing 1-2 deals per agent to closing 5 deals per agent.

Chad Otar Founder/CEO, Lending Valley, Inc.

We used many different CRMs in the past. Each of them was a pain to manage. And when we had questions, good luck finding someone to talk to.

ConvergeHub has a very responsive team. They were a big help in training and implementing the solution. Took ownership of the whole thing.

Revenue has increased by 30% so far.

Lead conversions increased exponentially.

We moved from being a typical sales focused organization to one that was more flexible and caring in its approach to customers, and as a result sales increased dramatically.

We have all our leads in one place and know exactly what is going on with each of them.

With all data at our fingertips, we can now have a consistent deal pipeline.

We saw 100% ROI in 7 days, as we closed new deals that we could not have closed without ConvergeHub.

Andrew J. Lee CEO, Liquidus Funding

We were using HubSpot and HubSpot was okay, but it wasn't really geared to our industry type, like trying to track renewal dates and converting from a lead to a deal and different things like that. ConvergeHub would be the solution to all that and it streamlined the process and really cut back on the busy work.

The big thing ConvergeHub does for us is it really helped us with the integration of PandaDoc, definitely decreased our time to get the app built out and being able to automatically send it to the PandaDoc. That's helped a tremendous amount, especially with the cost of what we were dealing with before. That was a huge help. We have had tremendous growth. We've done a lot of things in getting ConvergeHub to get the growth that we have now.

Shaheen Mazloom Owner, Versa Business Systems

The CRM that we used before wasn't specially designed for my industry.You guys are particular to Cash Advance industry. So that's why you helped us organize. It helps us see a bigger picture with our clients. We have very good track records in terms of we know when a deal will be funded, the payment of commission, the calendar, when to refine them… very helpful.

I liked that it is separated into a Lead, Account and then Deals. To me that's perfect, you know, perfect design.

I've been using ConvergeHub for six years. And the company's been growing every year. We do more and more revenue.

Alex Roshko Owner, Globelend Capital

Before using ConvergeHub I was using a different CRM system. Then I came across ConvergeHub, they are the CRM system that helped my business get organized. They were very streamlined and that helped my workflow. ConvergeHub is definitely a streamlined platform that allows you to grow. It is an affordable platform that has a lot of capabilities to streamline and expand. So that's one of the strengths that I find in ConvergeHub compared to the other CRMs that I have used in the past. It’s been tremendous amount of benefits because you can isolate what you want different agents to do. You can track their workflow. I can tell you it is very intuitive. The interface is very very simple, and you can really customize it and it gets really, really really detailed. The report that you can run. You can really specify it down to really just percentage points if you need it. You can track agents and their workflow which is really, really important to see.

Barry Miller Owner, Equity Advance Solutions