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Platformax CRM vs ConvergeHub: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Platformax CRM vs. ConvergeHub is based on a specific set of business needs and context. The comparison uses 2278 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Platformax CRM and ConvergeHub

Platformax CRM, ConvergeHub, SalesNexus, Claritysoft CRM, etc., belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Platformax CRM covers Engagement Management with E-Mail, Helpdesk Management with Website, Communication Management with E-Mail, Contact List Management, etc.

ConvergeHub focuses on Engagement Management, Lead Management, Contact List Management with E-Mail, Campaign Management with E-Mail, etc.

"For years we postponed getting a CRM, worried about functionality, reliability and security. Finally, we chose Platformax and now use it for prospecting, opportunities tracking and pipeline management. It's simple to use, yet it offers so much more ...than your average CRM. " - Matjaz Miskec

"We have a very aggressive sales and marketing team requiring real time updates to team calendars and meetings. With ConvergeHub we get the flexibility of using it from any device any time... " - Greg Demetri

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo Platformax CRM

Focus area

Software Failure Risk

  • medium

logo ConvergeHub

Focus area

ConvergeHub is better than Platformax CRM for

Software Failure Risk

  • low

About

Inside sales CRM, generate more leads with prospecting and sales management

All-in-One Customer Management Platform

Age

2014

2013

Financials

PRIVATE

PRIVATE

Business Need

Total Processes
(we found evidences for)

42

97

Total Goals
(we found evidences for)

3

15

Top Processes

Evidences indicate better relative satisfaction


engagement management

engaging and following up


helpdesk management


communication management

tracking & monitoring communications

sending & publishing communications


contact list management



relationship management


pipeline management


generation of new leads





training & onboarding


workflow management



sales review & feedback



campaign management

campaign monitoring


sales call management


opportunity management




performance management


follower management


customer feedback management

measuring customer satisfaction



discount management


promotion management



segmentation and targeting


social media management

social media analytics


competitive intelligence



account management


knowledge management


proposal & quote management


contract management


sales document management

proposal & quote management

contract management


identify target customers


customise loyalty program


create engagement based loyalty


loyalty management

identify target customers

customise loyalty program

create engagement based loyalty


lifetime value management


conversion management



calendar management


lead qualification: technographic


lead qualification

lead qualification: technographic




billing and invoice management


rating and review management







personalized marketing


customer case management



business development


products & pricelist management


social media marketing



Top Goals

Goals Achieved

  • Increase sales & revenue

  • Enhance customer relationships

  • Acquire customers

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve ROI

  • Increase customer life time value

  • Improve internal communications

  • Improve brand engagement

  • Grow market share

  • Enter new markets internationally or locally

  • Scale best practices

  • Establish thought leadership

  • Improve visibility

  • Build brand awareness

  • Improve efficiency

  • Improve stakeholder relations

  • See 12 more

Top Channels

Channels Used

  • e-mail

  • phone calls

  • social media

  • website

  • user generated content

  • blogs

  • promotions

  • offline

  • omnichannel

  • point of sale

  • text SMS

  • on premises

  • Facebook

  • mobile

  • support groups

  • chat

  • video

  • LinkedIn

  • mobile app

  • newsletter

  • Twitter

  • review sites

  • Yelp

  • events

  • trade shows

  • Skype

  • See 23 more
  • e-mail

  • phone calls

  • social media

  • website

  • user generated content

  • blogs

  • promotions

  • offline

  • omnichannel

  • point of sale

  • text SMS

  • on premises

  • Facebook

  • mobile

  • support groups

  • chat

  • video

  • LinkedIn

  • mobile app

  • newsletter

  • Twitter

  • review sites

  • Yelp

  • events

  • trade shows

  • Skype

  • See 23 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

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medium

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Security & Privacy Risk

medium

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medium

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Integration Risk

low

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low

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Migration Risk

medium

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low

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Business Setting