Dashly.io VS CompanyHub CRM

Dashly platform helps SaaS companies improve communications with their customers. Convert website traffic through every step of the funnel and reactivate inactive users with live chat, bots, and targeted messages. Business chat is the best for direct messaging: sales on the website, support in the product – starts from $19 Automation plan is ideal for advanced messaging: Lead qualification, onboarding campaigns, nurturing sequences, and analytics – starts from $56 Use Dashly chat for FREE forever on website traffic up to 1000 users! An unlimited number of seats for every plan.

CompanyHub is a Fully Customizable CRM: Normally when CRMs say they are customizable, they just let you store some fields. CompanyHub goes way beyond that. You can also create custom tables to store any kind of data like Projects, Payments, Schools, Properties, Courses etc. Records from different tables can be associated. You can change the labels (like change ‘Company’ to ‘Hospital’), filter records by any criteria, change columns and do report on any table/field.

Email Automation

Salespeople spend lot of time on email. CompanyHub gives them everything they need to be more productive. Email Sync automatically updates the conversation with leads. No need to BCC/copy paste. Team can see all conversation at 1 place. Bulk mail helps reach more leads in clicks. Email tracking shows who opened which mail and which links they clicked. Email can be scheduled. Sending an important mail? You can also request a reminder, in case you don’t get a reply. There is also a Gmail plugin to track any mail sent from Gmail.

Followup Suggestions

CompanyHub tracks your conversations with your leads. You can mark them as very hot /hot/cold/ warm in 1 click using hotness meter. Accordingly whenever there is lack of conversation, you get followup reminder. You can also set followup date yourself.