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CompanyHub

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Highly customizable CRM platform

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Reviews onG2
43 reviews tracked

The Bottom Line

Entry price

Paid plans only

Biggest pro

Excel-like ease of use with CRM-grade functionality

Biggest con

Smaller ecosystem and community than Salesforce or HubSpot

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

What is CompanyHub?

Editorial review
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.

Available on: Web

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.

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Reviews

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4.7/5

Across 43 verified user reviews on G2

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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.

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