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Enterprise Layer Intelligence
Categories/CRM/CompanyHub
CompanyHub

CompanyHub

Founded 2019

Manage sales pipelines, track customer emails, and automate follow-up tasks in spreadsheet-like tables

Pricing model

Free Trial

Rating

★ People love it

Time to value

Quick Setup (< 1 hour)

You can use CompanyHub to manage sales leads, track customer interactions, and organize team pipelines in a spreadsheet-style interface. The system allows you to build custom tables, add specific data fields, and customize columns to match your sales process. You can sync your email inboxes, track message opens, schedule follow-ups, and automate task assignments. It also includes reporting dashboards with visual charts, document generation for quotes and proposals, and integrations with other web apps to keep all customer records organized across your team.

What CompanyHub does

Edit lead records directly inside table rowsSchedule automated follow-up emails when clients do not replyGenerate quotes, agreements, and proposalsFilter records using custom criteria and saved viewsSet permission levels and field visibility for team membersBuild charts to analyze close rates and deal sizesSpreadsheet-like inline record editing for fast data updatesTwo-way email synchronization with tracking and schedulingCustom fields, tables, and columns to organize business dataAutomated alerts, lead assignments, and duplicate detectionOne-click generation of sales quotes, proposals, and ordersVisual reporting dashboards with bar, line, and donut chartsDynamic web-to-lead forms with conditional rules

Pricing breakdown

Pricing model: Free trial

PlanList price
Standard$15 / mo

Tutorials & Demos

Frequently asked

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CompanyHub, CRM, sales automation, lead management, email tracking, pipeline management, custom fields, email sync, spreadsheet CRM, sales reporting, quotes and proposals, bulk email, task automation, dynamic forms, no-code CRM