What is CompanyHub?
CompanyHub (marketing automation): Highly customizable CRM platform. CompanyHub is a no-code sales CRM that combines Excel-like simplicity with powerful automation. Sales teams customize fields, tables, and pipelines without developer help, then automate lead assignment, follow-up reminders, and document generation with drag-and-drop workflows. Key capabilities: Fully customizable fields, tables, and pipelines — no code needed, Drag-and-drop workflow automation for alerts and lead routing, Two-way email sync with templates, tracking, and scheduling, One-click document generation for quotes, proposals, and agreements, Visual sales pipeline with deal tracking. CompanyHub is paid-only, with most plans including a trial period. Buyers most often compare CompanyHub against Close, Freshsales.
TL;DR - CompanyHub
- No-code sales CRM as customizable as a spreadsheet
- Drag-and-drop automation for leads, docs, and follow-ups
- Starts at $15/user/month with 14-day free trial
Pricing: Paid only
Best for: Enterprises & pros
4.7/5 across review platforms
Pros & Cons
Pros
- Excel-like ease of use with CRM-grade functionality
- Deep customization without needing developers
- Affordable starting price at $15/user/month
- One-click document generation saves significant admin time
Cons
- Smaller ecosystem and community than Salesforce or HubSpot
- Mobile app less polished than top-tier competitors
- Limited marketing automation features
- Fewer native integrations — relies on Zapier for most connections
Ratings Across the Web
4.7(43 reviews)
Ratings aggregated from independent review platforms. Learn more
Key Features
Fully customizable fields, tables, and pipelines — no code neededDrag-and-drop workflow automation for alerts and lead routingTwo-way email sync with templates, tracking, and schedulingOne-click document generation for quotes, proposals, and agreementsVisual sales pipeline with deal trackingReal-time reporting dashboards with multiple chart typesBuilt-in appointment booking and task managementIntegrations via Zapier, Integrately, PieSync, and API
Pricing
Paid
CompanyHub offers paid plans. Visit their website for current pricing details.
About CompanyHub
By Toolradar Team·
CompanyHub is a no-code sales CRM that combines Excel-like simplicity with powerful automation. Sales teams customize fields, tables, and pipelines without developer help, then automate lead assignment, follow-up reminders, and document generation with drag-and-drop workflows. It serves industries from real estate to insurance, with pricing starting at $15/user/month and a 14-day free trial.
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CompanyHub FAQ
How customizable is CompanyHub compared to Salesforce?
CompanyHub offers spreadsheet-like customization — you can add custom fields, tables, columns, and filters without any coding. Salesforce offers deeper enterprise customization but requires admin expertise or developers.
Does CompanyHub support email automation?
Yes. It includes two-way email sync, bulk email with templates, open/click tracking, and scheduled sending. Workflow automation can trigger emails based on deal stage changes or other conditions.
What industries does CompanyHub serve?
It's used across real estate, automotive, insurance, construction, nonprofits, and startups. The no-code customization makes it adaptable to industry-specific sales processes.
Can I generate quotes and proposals automatically?
Yes. CompanyHub's one-click document generation creates quotes, proposals, orders, and agreements from deal data, eliminating manual copy-paste into templates.
Source: companyhub.com