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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


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 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 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 -

Converge Enterprise - Cloud CRM Software  

Converge Enterprise ( ) offers Cloud CRM Software for managing your sales, marketing, custome...

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