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Description
Create your own digital banking entity by leveraging our foundational platform. Utilize Bricknode Core alongside its API to establish your unique financial venture. Bricknode has crafted a robust, entirely cloud-based infrastructure that serves as the essential framework for financial operations. Our goal is to assist both established financial firms and emerging startups in their journey to digitize their offerings, allowing them to concentrate on delivering value to their clients without the need to worry about the underlying technology. The entire system operates seamlessly in the cloud, and you can enhance the features of Bricknode Broker by activating various applications and modules available in our Marketplace. At the heart of Bricknode Core lies the back office module, which serves as the primary interface. This module allows you to oversee customer accounts, manage financial instruments, track transactions, and handle positions and orders, while also enabling a variety of specialized add-ons to streamline your back-office processes. By utilizing this comprehensive platform, businesses can innovate and adapt in the fast-evolving financial landscape.
Description
ConvergeHub is the all-in-one CRM built to accelerate revenue from pipeline to paycheck.
Designed for businesses of all sizes—from small startups to enterprise-grade organizations—it unifies Sales, Marketing, Support, and Billing into one powerful platform. Your teams can attract leads, close deals, support customers, and get paid faster—all from a single, streamlined workspace.
With robust automation, deep customization, and a 360° customer view, ConvergeHub helps you manage every stage of the customer lifecycle and drive scalable growth without switching tools.
Highlights:
360° customer view with omnichannel touchpoints
Built-in campaigns, quotes, invoices, and support cases
Custom dashboards, automation, and reporting tools
Integrates with QuickBooks, DocuSign, RingCentral, Office365, Zapier, and more
API Access
Has API
No
API Access
Has API
No
Integrations
Docusign
No
Dropbox
No
Gmail
No
Google Calendar
No
Google Contacts
No
Google Drive
No
Google Workspace
No
HubSpot Data Hub
No
Mailchimp
No
Microsoft 365
No
Integrations
Docusign
Yes
Dropbox
Yes
Gmail
Yes
Google Calendar
Yes
Google Contacts
Yes
Google Drive
Yes
Google Workspace
Yes
HubSpot Data Hub
Yes
Mailchimp
Yes
Microsoft 365
Yes
Pricing Details
$165 per month
Free Trial
No
Free Version
No
Pricing Details
$59 per user / month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Bricknode
Country
Sweden
Website
www.bricknode.com/products/bricknode-broker/
Vendor Details
Company Name
ConvergeHub, Inc.
Founded
2016
Country
11501 Dublin Blvd, Suite 200 Dublin, CA 94568
Website
www.convergehub.com
Product Features
Financial CRM
Account Alerts
Yes
Asset Management
Yes
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
No
Marketing Management
No
Relationship Tracking
No
Team Assignments
Yes
Territory Management
No
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes
Financial CRM
Account Alerts
Yes
Asset Management
No
Expense Tracking
Yes
Household Tracking
No
Influence Tracking
No
Lead Management
Yes
Marketing Management
Yes
Relationship Tracking
Yes
Team Assignments
Yes
Territory Management
No
