ConvergeHub

What is ConvergeHub?

ConvergeHub is a CRM platform that enables users to create hierarchies and set data security rules for controlling access to information within the CRM system. It allows admins to create teams based on roles, facilitating the management of information sharing at different levels and simplifying task delegation within the team. Users can easily search for teams, delete them, customize the display of team details, and add new teams directly from the listing page. ConvergeHub aims to provide a complete ecosystem for small and medium businesses through innovative tools and solutions designed to enhance business operations and efficiency.

Who created ConvergeHub?

ConvergeHub was founded by Shampa Bagchi, who serves as the CEO, and Manash Chaudhuri, who holds the position of CSO. Shampa Bagchi, with a Master’s degree in Computer Applications, focuses on leveraging technology to solve business challenges and has been a prominent figure in the small business community. Manash Chaudhuri, an experienced CRM evangelist, has a background in developing customer-facing applications and a passion for providing innovative solutions for small and medium businesses. The company also benefits from the expertise of Ted Finch, a top marketing expert with a strong track record in the high-tech industry.

How to use ConvergeHub?

To use ConvergeHub effectively, follow these steps:

1. Creating a Team:

   • Navigate to the team listing page.
   • Click on "New" and input the team name (mandatory).
   • Add a description for the team.
   • Click "Save" to add the team to the listing page.

2. Team Details:

   • Edit team details by clicking on the edit icon.
   • Use the back button to return to the previous page.
   • Copy and edit the team by selecting actions from the dropdown menu.
   • View the number of users in the team.
   • Add members by clicking on "Select."
   • Choose between column view and row view for user display.

3. Customization:

   • Delete team details by clicking on the delete icon.
   • Customize the listing page view by selecting fields to display.
   • Add new teams directly from the listing page.

4. Listing Page Views:

   • Choose between column view and row view for the team listing page.

By following these steps, you can efficiently manage teams and customize the display in ConvergeHub. For more detailed instructions on various features and functions, refer to the user guide on ConvergeHub's official website.