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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
Description
Replace your fragmented systems with the AI-enabled IR Ops Platform, a unified system that allows you to attract investors, manage relationships, and keep your finger on market pulse. Be smarter and more efficient. Elevate IR to your company's competitive advantage.
Only Q4 can work across all critical touchpoints between public companies and capital markets. From building your website, virtual events and elevating the way you engage with markets to transforming data to a proactive targeting approach.
The Q4 Platform allows public companies of all sizes and industries to launch and measure an investor relations strategy. Platforms allow you to aggregate all the data generated by your investors and combine it with shareholder analytics. This will give you insights that can be used to create a communication strategy that investors value, while also identifying and prioritizing shareholders who matter.
API Access
Has API
No
API Access
Has API
No
Integrations
Box
Yes
Bucksense
Yes
Docusign
Yes
Dropbox
Yes
Gmail
Yes
Google Calendar
Yes
Google Drive
Yes
Google Workspace
Yes
HubSpot Data Hub
Yes
Mailchimp
Yes
Integrations
Box
No
Bucksense
No
Docusign
No
Dropbox
No
Gmail
No
Google Calendar
No
Google Drive
No
Google Workspace
No
HubSpot Data Hub
No
Mailchimp
No
Pricing Details
$59 per user / month
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
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
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
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
ConvergeHub, Inc.
Founded
2016
Country
11501 Dublin Blvd, Suite 200 Dublin, CA 94568
Website
www.convergehub.com
Vendor Details
Company Name
Q4
Founded
2005
Country
Canada
Website
www.q4inc.com
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
Product Features
Financial CRM
Account Alerts
No
Asset Management
Yes
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
Yes
Marketing Management
Yes
Relationship Tracking
Yes
Team Assignments
Yes
Territory Management
No
Investment Management
Accounting Management
No
Benchmarking
No
Bonds / Stocks
Yes
Client Management
Yes
Commodities
Yes
Compliance Reporting
No
Data Import / Export
Yes
For Investment Advisors
No
For Investors & Traders
No
Fund Management
No
Modeling & Simulation
No
Payroll & Commissions
No
Performance Metrics
Yes
Portfolio Management
No
Risk Management
No
Investor Relations
Automated Reporting
No
Compliance Management
No
Custom Emails / Newsletters
No
Data Centralization
No
Deal & Acquisition Management
Yes
Document Creation
No
Document Management
No
Electronic Signature
No
IR Website Builder
No
Investor CRM
Yes
Investor Transactions / Valuations
No
Video Conferencing
Electronic Hand Raising
Yes
Mobile Access
Yes
On-Demand Webcasting
Yes
Presentation Streaming
Yes
Presentation Tools
Yes
Private Chat
Yes
Real-Time Chat
Yes
Record & Playback Ability
Yes
Screen Sharing
Yes
Two-Way Audio & Video
Yes
Video Conferencing
Yes
Whiteboard
Yes
Virtual Event Platforms
Alerts/Notifications
Yes
Attendee Management
Yes
Customizable Branding
No
Event Management
Yes
File Sharing
No
Lead Capture
No
Live Audio/Video Chat
No
Live Text Chat
Yes
Mobile Access
No
Moderation
Yes
Pre-made Templates
No
Presentation Tools
Yes
Q&A
Yes
Reporting/Analytics
Yes
Social Media Promotion
No
Surveys/Polls
Yes
Virtual Booths
No
Virtual Lobby
No
Web Conferencing
Electronic Hand Raising
Yes
Mobile Access
Yes
On-Demand Webcasting
Yes
Presentation Streaming
Yes
Presentation Tools
Yes
Private Chat
Yes
Real-Time Chat
Yes
Record & Playback Ability
Yes
Screen Sharing
Yes
Two-Way Audio & Video
Yes
Video Conferencing
Yes
Whiteboard
Yes
Website Builder
Auto Update
Yes
Content Import / Export
Yes
Drag & Drop
No
Invoices
Yes
Landing Pages / Web Forms
Yes
Newsletter Management
Yes
Online Booking
Yes
Online Store Builder
No
Pre-built Templates
Yes
Real Time Editing
Yes
SEO
Yes
Survey Builder
No
White Label
No
