CompanyHub
Manage leads and automate sales workflows without writing code.
Overview: What is CompanyHub?
CompanyHub gives sales teams a spreadsheet-style CRM that adapts to any process. It combines pipeline management, email sync, and workflow automation in one interface. Teams can customize fields, views, and reports without technical help.
CompanyHub is a no-code CRM built around an Excel-like interface that lets sales teams manage contacts, leads, and deals with minimal setup. Users can drag and drop columns, create custom fields, and build pipelines that mirror their actual sales process. The platform includes two-way email sync so every conversation stays logged against the right record. Automation rules handle repetitive tasks like alerts, reminders, and status updates through a visual flowchart builder. Reporting dashboards provide real-time visibility into pipeline health and team performance. A 14-day free trial is available without a credit card.
Fit: Ideal customer profile.
Sales teams at startups and small to mid-market businesses that want a highly customizable CRM without the complexity of enterprise platforms.
- Seed
- SMB
- Mid-market
Capabilities
Key features.
01
Spreadsheet-style CRM interface
02
Drag-and-drop customization
03
Two-way email synchronization
04
Visual workflow automation builder
05
Sales pipeline management
06
Real-time reporting dashboards
07
One-click professional document creation
08
Integrations via Integrately and Zapier
09
Bulk email sending capabilities
10
Territory and inventory management
Usage
How to use CompanyHub.
Sales teams start by importing existing contacts or entering leads directly into the spreadsheet-style interface. They build custom pipelines, set up email sync, and configure automation rules to handle follow-ups and reminders. Managers use the reporting dashboards to track deal progress and identify bottlenecks across the pipeline.
Cost
Pricing.
$15/ Per user
Starts at $15 per user per month billed annually. A 14-day free trial is available with no credit card required.
Productivity
$15.00
Automation
$24.00
Accelerate
$42.00
At a glance
Quick facts.
- Stack position
- CRM
- Category
- Sales Tools
- Best for
- Seed, SMB, Mid-market
- Pricing
- From $15/Per user
Subcategories
- CRMs
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Questions
Frequently asked.
How do you get started with CompanyHub?
Sign up for the 14-day trial and import your contacts into the spreadsheet-style interface. Build your pipelines, connect email, and set up automation rules from there.
What does CompanyHub cost?
Plans start at $15 per user per month when billed annually. Higher tiers add workflow automation, custom reporting, and advanced customization features.
What makes CompanyHub different from other CRMs?
The platform offers deep no-code customization with an interface that works like a spreadsheet. It also includes concierge-level onboarding support to help teams get started quickly.
How does CompanyHub handle daily sales workflows?
It centralizes all contact and deal data in one place while syncing emails automatically. Automation rules built through visual flowcharts handle reminders, alerts, and status updates.
Is there a free version of CompanyHub?
There is no permanent free plan. The company offers a 14-day free trial with full access to features and no credit card requirement.
What integrations does CompanyHub support?
The platform connects to hundreds of apps through its own Integrately service. It also supports third-party integration tools like Zapier for additional connectivity.
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Talk to us: Pick the tool. We run the system around it.
CompanyHub is one part of a stack. We build and run the revenue system it plugs into.
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