CompanyHub CRM Review

“If you have a small sales team that’s not great at following-up, they’ll love the ease of use, customizability, and automation of CompanyHub”.

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  • Expert Review

CompanyHub is specialized CRM package which is fully customizable to any industry type.  A very easy to use CRM similar to excel with user friendly features you can enter or view all the information from the same page, customize the reports/data on the fly and automate tasks so that your sales reps can concentrate on what exactly matters – closing more deals.

Along with being feature-rich it is affordable and unique. A dynamic CRM to fit any business needs which will enhance and transform your sales process and help you make it more productive and increase your decision making and drive profits.

CompanyHub is very powerful in the following aspects –

Automation – UTrons (Sales bots)

CompanyHub allows you to automate all the boring and unproductive tasks and puts your sales on autopilot. Yes! You can easily automate things like sending sequence of emails, birthday emails, reminder to client before quote expires, alert sales people if deal is not progressing, congratulate sales person for winning a big deal and more without writing a single line of code and 10x faster than developers. The possibilities with UTrons are unlimited and not only helps in increasing your productivity but also help in more efficient sales process so that you won’t forget any tasks and your reps can concentrate more on what actually matters.

Customizable for any industries

May it be Automotive, Real Estate, Manufacturing or any industry type CompanyHub can be easily tailored to your needs with simple drag and drop. Where any other CRM just allows you to customize the fields CompanyHub gives you more advanced features where you can also create new forms/tables like payments, courses, properties, etc. Not only can this but you easily associate record of table to the other which gives your synchronisation between tables. You can also create reports based on custom fields and reports.

Powerful Reporting

Along with 20 predefined reports which give you complete visibility in your sales process, you can easily create custom reports in seconds based on any criteria and take decision based on facts and not guesses. You can easily personalize reports by adding specific fields and filters and also with custom fields and tables. They have awesome visualizations too where you can create any type of chart/table and change the chart in one click.

Strong Email Automation

Sales people spend a lot of time on emails. According to CSO Insights, salespeople waste 65% of their day doing administrative tasks like manually saving emails from Gmail. CompanyHub gives you everything you need to be more productive. Email Sync automatically updates the conversation with leads. Team can see all conversations at 1 place. Bulk mail helps reach more leads in clicks. Email tracking shows who opened which mail and which links they clicked. Emails can also 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.

CompanyHub – Email tracking & automation

Lead Management – minimizes your efforts!

Sales people hate updating CRMs. And it’s not their mistake. CRMs are time consuming. CompanyHub lets you do everything from one place – like excel. From a single page, you can create records, add notes, conversations & tasks, edit fields, and send follow up mails. Email sync & bulk mail also save a lot of time. Creating leads with the Quick Add feature is great as it saves your time. CompanyHub also gives you what they call as Smart Follow-up suggestions – so it reminds you of contacts that you need to follow up where you just set the hotness indicating how often you would like to stay in touch. Also when there is lack of communication, you automatically get a follow up reminder. Now that is what you call ‘never miss a lead again!’

CompanyHub – Get all your leads & contacts in one place

Deal Pipeline Management

Managing deals at every stage of the business is very important, and CompanyHub makes it possible to manage all current and pending deals at a glance. Users can view the stages of current deals, and even create notes to remind them of important tasks that may help in deal conversion. You can view closed deals through a tabular view, and enter important field information such as deal name, stage, amount and company for a comprehensive understanding of the business arrangement.

CompanyHub – Sales Pipeline

Control who can see what data

Lead information is a very important asset of company. Even within the team, it is preferable to regulate who can see what data. CompanyHub gives complete control on who can see which records, and even which fields. It supports hierarchy based as well as rule based access control. Even if two salespersons are seeing same page / report, they will see different data based on what is visible to them.

CompanyHub Integration

Integration is an important aspect where there are thousands of applications on the web these days that you would like to synchronize all in one place. CompanyHub gives you seamless integration with all the popular applications with help of –

  • Zapier Integration

Zapier gives you flexibility to integrate your CompanyHub account with thousands of apps to increase your productivity. You can integrate apps like MailChimp, QuickBook, Slack and many more to automate all the boring manual tasks in your workflow.

  • PieSync Connector

With PieSync you can connect your cloud apps with intelligent 2-way sync. PieSync will help you share customer contacts between your Marketing Automation, Email Marketing, Invoicing and E-Commerce apps.

  • API

CompanyHub REST API will help you do just that. With CompanyHub API integrate all your enterprise applications and get all the insights you need.

For more information you can visit their help page –

  • Web to Lead

CompanyHub provides you a small piece of code. Use this code to create form on your website, and just sit back and relax. As soon as your next visitor visits your website and submit the form, your visitor will automatically be created as a new lead in your CompanyHub account.

CompanyHub Integrations


$32/user/month or $24/user/month paid annually


  • Lead Management
  • Lead & Contact Management
  • Deal Pipeline
  • Custom Fields
  • Group / Segment Data
  • Saved Filters
  • Customize Columns
  • Control who can see which fields
  • Email Automation
  • 2 – way email sync
  • Bulk mail
  • Unlimited Email tracking, even from Gmail
  • Email Templates
  • Email Scheduling
  • Reminder if no reply
  • Import and Export
  • Capture leads from website
  • Integrates with 100’s of apps using Zapier
  • Integrate through PieSync
  • Import wizard
  • Export
  • API
  • Reporting
  • Dashboards & 20+ standard reports
  • Custom reports, even on custom fields
  • Various types of charts
  • Export reports
  • Customization
  • Customize for any industry – Track things like Payments, Courses, Properties, etc. using custom tables
  • Custom apps – Create custom apps like expense manager, education management etc. with just drag – drop
  • Reporting on custom tables/apps
  • Quotation and Inventory – Create professional looking Quotes in 1 click


Depending on your needs, CompanyHub could be a great pick. If you have a small sales oriented team that’s not great at follow-up, you’ll love the ease of use, customizability, and automation of CompanyHub. It’s fast, it’s easy, and it’s affordable. And if you have 10 or fewer users, you can opt for their free version, though it’s fairly limited in functionality. But for bigger companies or companies that also want to have power marketing management or customer services built-in the CRM, there are probably better options out there.