Category
CRM
Key features
Spreadsheet-style lead management
Custom fields, tables and forms
Two-way email sync and tracking
01 — Overview
What is
CompanyHub
CompanyHub is a sales CRM that can be shaped around any industry with custom fields, tables, forms and pipelines, while keeping a spreadsheet-style screen for editing many records at once. It brings leads, emails, notes, tasks and conversations into one view, with two-way email sync, bulk mail, tracking and reply reminders. Teams also use drag-and-drop automation for alerts, lead assignment and duplicate checks, plus sales reporting and one-click documents.
02 — Who it’s for
Ideal Customer Profile
Fits sales teams at small and mid-sized companies that need a CRM tailored to their own process without coding or heavy admin work.
03 — Capabilities
Key Features
Spreadsheet-style lead management
Custom fields, tables and forms
Two-way email sync and tracking
Drag-and-drop workflow automation
Sales pipeline and reporting
One-click document generation
Integrations through Integrately and Zapier
05 — Similar tools
Alternatives
06 — FAQ
Frequently Asked Questions
What is CompanyHub used for?
CompanyHub is used to manage leads and deals, sync and track sales emails, automate routine sales tasks and report on pipeline, all in a CRM tailored to your industry.
How customizable is CompanyHub?
Very. You can add custom fields and tables, build dynamic forms, control field visibility and access, and model processes beyond leads using no-code drag-and-drop tools.
Which tools does CompanyHub integrate with?
It connects to hundreds of apps through Integrately, an integration platform made by the same team, and also works with Zapier and PieSync.
Does CompanyHub have an API?
Yes. CompanyHub provides an API so you can connect it with your own systems and keep a full customer view.