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About

Customer Lifecycle Management CRM, from cold prospects to happy lifetime customers. One place for all customer information and activities. Sell smarter and close deals faster with easy to customize sales processes and powerful automation. Launch effective marketing campaigns, find more interested customers, and increase your ROI dramatically. Empower agents to deliver delightful customer experience and build life-long relationships with 360-degree customer view. Track products and services, create and send custom invoices effortlessly, manage discounts, track payments and grow your business. From cold prospects to happy lifetime customers to brand advocates and beyond. Manage all customer information and activities from one place. Manage sales, marketing, customer service and billing from one unified platform. Get a 360-degree customer view and avoid duplicate data entry.

About

Transform your business digitally with edifai.co online business suite. A simple, easy to customize, and powerful business platform for managing and tracking projects, tasks, invoices, quotations, leads, customers, transactions and many more! Stop wasting time and money designing and managing a website that does not get results. Happiness guaranteed! Stop wasting money on multiple expensive software and apps, get everything you need in one online service you can access anytime anywhere. Manage Account without any accounting knowledge. Create professional Invoice and accept online payments. Contacts with contact group and rich customer portal. Manage leads from different lead sources with kanban view. Manage different types of projects with milestone. Manage tasks with kanban view and assign task to staff. Create professional quotation for getting customer attention. Real time Chat with staffs, customers and private groups.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses seeking a customer lifecycle management CRM solution

Audience

For SMEs that need a business management and CRM platform

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$11.00/month/user
Free Version
Free Trial

Pricing

$4.99 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

ConvergeHub
Founded: 2013
United States
www.convergehub.com

Company Information

EdifAI.co
Founded: 2020
Malaysia
edifai.co

Alternatives

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monday sales CRM

monday.com

Alternatives

IQProspects

IQProspects

Quest Analytics
Flowlu

Flowlu

Cloud22 LLC
Skale CRM

Skale CRM

Skale

Categories

Categories

CRM

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Integrations

Box
Docusign
Dropbox
Gmail
Google Calendar
Google Contacts
Google Drive
Google Workspace
HubSpot Operations Hub
Mailchimp
Microsoft 365
Microsoft OneDrive
Microsoft Outlook
QuickBooks Online
QuickBooks Online Advanced
Readymode
Stackreaction
WordPress
Wufoo
Xero

Integrations

Box
Docusign
Dropbox
Gmail
Google Calendar
Google Contacts
Google Drive
Google Workspace
HubSpot Operations Hub
Mailchimp
Microsoft 365
Microsoft OneDrive
Microsoft Outlook
QuickBooks Online
QuickBooks Online Advanced
Readymode
Stackreaction
WordPress
Wufoo
Xero
Claim ConvergeHub and update features and information
Claim ConvergeHub and update features and information
Claim EdifAI.co and update features and information
Claim EdifAI.co and update features and information