ConvergeHub
The leading CRM software for small businesses
Ranked #2 in Best insurance agency management software.
ConvergeHub is an all-in-one CRM software built for small businesses. It replaces scattered tools with one connected system for sales, marketing, service, billing, and automation.
At a glance
| Best for | growing SMBs |
From ConvergeHub's own website.
Company facts
| Social profiles | LinkedIn, X, Facebook, YouTube |
Facilities and features
Its website also mentions:
- Published pricing
- Integrations
What stands out
ConvergeHub automates follow-ups, reminders, assignments, and updates automatically.
“Trigger follow-ups, reminders, assignments, and updates automatically.”ConvergeHub, own website
The product allows users to create quotes, send invoices, and track payments without leaving the CRM.
“Create quotes, send invoices, and track payments without ever leaving your CRM.”ConvergeHub, own website
How it ranks
ConvergeHub is ranked 2nd of 10 in Best insurance agency management software (Lister Score 88.0).
#2 in Best insurance agency management software · Lister Score 88.0
Allows users to create quotes, send invoices, and track payments without leaving the CRM.
How the score is made up: fit to this ranking's criteria 40; evidence on its own site 20; how complete its published information is 16; buying information on its own site 12.
“Purpose-built insurance CRM software for agents, brokers, and agencies - manage leads, quotes, policies, renewals, and cross-sell opportunities using structured pipelines and automation.”ConvergeHub, own website
| Rank | Best insurance agency management software | Score |
|---|---|---|
| 1 | Insuraa | 90.0 |
| 2 | ConvergeHub | 88.0 |
| 3 | Deskte | 88.0 |
| 4 | EZLynx | 88.0 |
| 5 | Fireberry | 88.0 |
| 6 | HawkSoft | 88.0 |
| 7 | Jenesis | 82.0 |
| 8 | Radius | 82.0 |
| 9 | Applied Epic | 78.0 |
| 10 | Vertafore AMS360 | 74.0 |
Frequently asked questions
How does ConvergeHub rank on Lister?
ConvergeHub is ranked 2nd of 10 in Best insurance agency management software (Lister Score 88.0).