CompanyHub is a Fully Customizable CRM: Normally when CRMs say they are customizable, they just let you store some fields. CompanyHub goes way beyond that. You can also create custom tables to store any kind of data like Projects, Payments, Schools, Properties, Courses etc. Records from different tables can be associated. You can change the labels (like change ‘Company’ to ‘Hospital’), filter records by any criteria, change columns and do report on any table/field.

Email Automation

Salespeople spend lot of time on email. CompanyHub gives them everything they need to be more productive. Email Sync automatically updates the conversation with leads. No need to BCC/copy paste. Team can see all conversation at 1 place. Bulk mail helps reach more leads in clicks. Email tracking shows who opened which mail and which links they clicked. Email can be scheduled. Sending an important mail? You can also request a reminder, in case you don’t get a reply. There is also a Gmail plugin to track any mail sent from Gmail.

Followup Suggestions

CompanyHub tracks your conversations with your leads. You can mark them as very hot /hot/cold/ warm in 1 click using hotness meter. Accordingly whenever there is lack of conversation, you get followup reminder. You can also set followup date yourself.

Text Tools and Smart Utilities! Text processing and string manipulations in Excel are not an easy tasks but we’ll help you to simplify string related functions using our add-in.

Feature list:

• Convert text to uppercase, apply Excel lowercase to your data or convert your text values to proper / title case
• Delete first or last character from a selected string
• Delete x characters starting at the nth position
• Remove spaces, non-printable characters, all line breaks, initial apostrophes
• Insert text before first, after last character
• Insert text starting at nth position and much more….
• Calendar. Quick dates entry to save your time.
• Drop-down list creator: Create drop-down list in selected cells in seconds
• Spreadsheet Tools – Effective management for Ranges
• Data Collector: Consolidate Multiple Worksheets into one Workbook
• Split Ranges: Split one data table into several different sheets based on the values of the specified column or other criteria.
• Compare Ranges: Compare two columns or ranges and the output or highlighting of coincidences / differences between them.
• Clean Ranges: Delete text, formats, notes, hyperlinks, conditional formatting, etc. in selected cells.
• Screenshot Manager: Create screenshot of selected range and export it into various formats.
• WorkSheet Manager
• Perform vary operations (adding, sorting, protecting, etc.) on sheets in current workbook.