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Welcome to Converge Enterprise Simple, Cloud Based, Affordable CRM Software


Objective •

Simple and Intuitive Cloud CRM

Integrates Sales, Marketing, Service and Collaboration

BPM Model - adapts to your enterprise


Architecture


Main Features • • • • • • • • • •

Simple and Intuitive Innovative Marketing engine Business Process Management Sales management Lead generation engine Collaboration Service Reports and Analytics Utilities App Store – ecosystem to integrate third party Applications


Simple and Intuitive


Simple and Intuitive Inline edits


Simple and Intuitive

Simple and User Friendly Home Page


Simple and Intuitive Adapts to your Skill Set


Simple and Intuitive Help Section


Innovative Marketing Engine


Marketing Engine Autoresponders


Marketing Engine DRIP Marketing


Marketing Engine Multi Channel Marketing


Marketing Engine Campaign Broadcast

Social List


Marketing Engine Campaign Broadcast Tracker


Marketing Engine Social Integration


Business Process Management


Business Process Management Automation


Business Process Management Customization


Business Process Management Sales Process


Business Process Management Roles and Team


Sales Management


Sales Management Leads Listing


Sales Management Account Details


Sales Management Feeds


Lead Generation


Lead Generation Social Activity


Lead Generation Simple Web to Lead form


Lead Generation Mobile to Lead


Lead Generation Web to Lead – form builder and Social Widget


Collaboration


Collaboration Document Management - Library


Collaboration Shared Calendar


Collaboration Projects


Collaboration Notifications


Service and Case management


Service and Case Management Case Management


Reports and Analytics


Reports and Analytics Dynamic Reports


Reports and Analytics Dynamic Dashboard


Utilities


Utilities Import, Mass updates, Dynamic List building etc


App Store


App Store


Converge Enterprise Pricing Pricing model • • • •

Free Trial - 30 days Lite - $9.00 Per User Per Month Professional - $29.00 Per User Per Month Premium - $59 Per User Per Month


Converge Enterprise Pricing ( Membership - Lite )

$9 - /user/month $99 for annual purchase

Users will take facilities like : • Unlimited Leads • 500 MB Storage • Resource Library


Converge Enterprise Pricing ( Membership - Professional ) $29 - /user/month $319 - for annual purchase

Users will take facilities like : • All Lite features plus • Unlimited Contacts • 2500 emails per month • 2 GB Storage • Deals • Email • Templates • Lists and Segments • Web-to-Lead • Mass Emails • Campaigns • Social Feeds • Resource Library • Import • Export • Customizable Reports • Roles and Permissions • App Store


Converge Enterprise Pricing (Membership - Premium)

$59 - /user/month $649 - for annual purchase Users will take facilities like : • All Pro features plus • Custom Fields • 5000 emails per month • 4 GB Storage • Automation Rules • Products • Quotations • Invoices • Social CRM • Fax Integration • App Store


Future Roadmap • • • • • •

Enhanced Social CRM Drag and Drop Form Builder Enhanced Mobile edition Vertical based BPM editions Advanced Service Management Community collaboration – Leads, Documents, Notifications, Social • App Store extensions • Outlook, Google Apps, Quickbooks, Docusign, Gotomeeting, Dozeo,Twilio, SMS, Fax, Voice etc • Open API for third party integration


Contact Us Converge Enterprise 39899 Balentine Drive, Suite 200 Newark, CA 94560 Ph No - 855.411.CRM9 Ph No - 510.924.1683 Email - info@convergeenterprise.com www.convergeenterprise.com

Converge Enterprise - Cloud CRM Software  

Converge Enterprise ( https://www.convergeenterprise.com/signup.html ) offers Cloud CRM Software for managing your sales, marketing, custome...

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