Work together with customers, partners, and employees on leads, sales, service, and marketing campaigns.
Streamline your processes, capture breakthrough ideas, and share best practices effortlessly.
Leverage our online tools - Library, Partner, and Referral - to enhance collaboration and drive success.
Store and manage collaterals, brochures, presentations, and case studies securely in ConvergeHub. Create folders, control sharing settings, and provide access rights.
Communicate and collaborate directly with channel partners. Share important documents, refer leads, and enhance partner relationships for better outcomes.
Stay connected with our Notifications System. Effortlessly send updates, reminders, and alerts while quickly viewing, prioritizing, and archiving notification for better management.
Generate and track customer referrals with ease. Boost your referral program with incentives and track successful conversions to win loyal customers and repeat business.
Work together effortlessly on leads, sales, service cases, and marketing campaigns to streamline workflows and achieve greater success together.
Centralize and securely share essential documents and resources for easy access. Enhance collaboration with shared access to critical information and vital documents.
Track and efficiently manage all your referrals to expand your business network. Enhance relationships through targeted referral programs and strategic partnerships.
Foster collaboration with partners to achieve mutual success. Coordinate efforts and maintain seamless alignment through transparent communication and shared objectives.
Stay up-to-date with instant alerts and updates to keep your team in sync. Enhance collaboration with shared access to critical information and documents.
Find answers to frequently asked questions here.
The CRM provides a centralized platform where team members can share information, track progress, and communicate effectively. This ensures everyone is on the same page and working towards common goals.
Yes, the CRM can integrate with various collaboration tools such as email, chat applications, and project management software. This allows for seamless communication and enhanced teamwork.
The CRM supports remote collaboration by offering features like real-time document sharing, video conferencing integration, and task management. This enables teams to work together efficiently, regardless of their location.
The CRM allows for secure sharing of information and documents with external partners. It also enables you to track interactions and collaborations, ensuring smooth communication and better partner relationships.
Yes, the CRM offers project management features that allow teams to plan, track, and collaborate on projects. This includes setting tasks, deadlines, and milestones, ensuring project success.
The CRM provides flexible customization options, allowing you to tailor the collaboration features to match your specific business needs. You can customize workflows, permissions, and access rights to ensure effective collaboration.
Get A Thorough Demo From Our Product Experts Or Sign Up For A Free Trial
Request a demo Start Free Trial