Keep your Leads close.. and your Customers closer

[Shampa Bagchi]

Leads and Customers are the lifeblood of your Business..
Don't let them drain away!

We know that managing leads and customers can be boring.. but not so with ConvergeHub!
ConvergeHub provides a 360 degree of all your leads and accounts, tracks all your communications
with them and even lets you automate the follow-ups.



See all information about your Lead or Account on the same page, including Tasks, Documents,
Contacts and Notes. View a complete history of your activities in one place.



Email, Fax, Call, Text, Docusign - communicate via multiple channels from the same page.

Automatically send emails, schedule follow-up tasks, send notifications or popup alerts with the rule-based automation engine. Feel free to reach out to us. We are here to discuss all your Sales, Marketing and Customer Support questions. Learn more here ...

[Shampa Bagchi]

Are your agents productive? Do your agents have one place to manage all merchant information and communication? Or do they use a hodge-podge of several systems – Spreadsheets, Contact management software, Email client, Calendar, Dropbox, Word, Fax, Docusign, ...?? As the number of disparate systems increase, agent productivity goes down drastically, and important deals fall through the cracks. ConvergeHub CRM lets you manage all merchant information and communication from one place. The result? Agent productivity shoots up and you fund more deals!! Upgrade your business to ConvergeHub CRM to attract more merchants and fund more deals. ConvergeHub’s MCA Edition is built specially for Alternative Lending industry and covers the entire business process starting from running marketing campaigns, managing leads, following up with merchants, communicating with lenders to funding of deals. Learn more here ...