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Converge: Integrated Cloud CRM for SMB

Customer Relationship Management systems are one of those necessary evils… unless they’re developed well. If it’s a difficult system, it requires the company to inconvenience its employees, it requires too much time and energy, and doesn’t provide you with actionable advice. Newer CRM systems are now emerging that are closely tailoring them to the internal processes that sales and marketing teams are taking.


Converge defines itself as a powerful, yet simple cloud CRM for small and medium-sized businesses. They offer a free trial and user-based monthly billing. Key features of the system are:

  • Automation – Acquire, upgrade and close deals faster. Build winning sales teams and streamline your business using process based workflow, business vertical based templates, and rule based processing.
  • Marketing tools – Nurture leads and supercharge your business with powerful marketing tools. Engage your prospects and keep them hooked to new launch announcements and exciting deals. Sell better with drip marketing, autoresponders, email marketing and process based notifications.
  • Business Utilities – business management and brand management tools. Prioritize customer calls, messages and mails and keep them happy. Make it simple with document management, voice, Fax and SMS Integration, and Point of Sales (POS) Integration.
  • Social Integration – bring in new leads and close more deals from direct and indirect marketing using Social marketing tools. Enhance your marketing activities and grow your business exponentially using Social CRM. Capture new markets through Facebook and Twitter. LinkedIn and Data.com(Jigsaw), Hoovers and Insight.

Converge has productized app integration with GotoMeeting, Google Apps, Webex, Twilio, Box, Wufoo, Quickbooks, Freshbooks, DocuSign, Xero, Mailchimp and Zapier.

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About Douglas Karr

Douglas Karr is the founder of The Marketing Technology Blog and recognized MarTech expert. Doug is a Keynote and Marketing Public Speaker. He's the CEO of DK New Media, an agency specializing in assisting marketing technology companies with their inbound marketing - leveraging social media, blogging, search engine optimization, pay per click and public relations. He's assisted SaaS companies like Angie's List, GoDaddy, Salesforce, Webtrends, and SmartFOCUS with their digital marketing and product strategies. Douglas is also the author of Corporate Blogging for Dummies.

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