CompanyHub CRM

What is CompanyHub CRM?

CompanyHub is a sales CRM that tracks leads and deals, syncs email both ways and lets teams add custom fields and tables. A drag-and-drop builder creates automations such as alerts, reminders and lead assignment. Higher plans add multiple pipelines, dashboards, document and quote generation, dynamic forms and territory management.

Who is it for?

The vendor markets to sales teams in automotive, real estate, insurance, nonprofits, startups and accounting firms. It suits teams of a few to a few dozen sellers who want to shape the data model without code. Teams that need a built-in phone dialer or a large marketplace should compare other tools.

Pricing

Annual billing is about 33% cheaper than monthly.

• Productivity: $15/user/mo annual ($21 monthly). One deal pipeline, 2-way email sync for 1 account per user, bulk mail, email tracking and templates, custom fields, website lead capture.
• Automation: $24/user/mo annual ($36 monthly). Adds multiple pipelines, email sync for 3 accounts per user, dashboards and 20+ standard reports, workflow automation, hierarchy-based data visibility.
• Accelerate: $42/user/mo annual ($64 monthly). Adds 1-click documents and quotes, dynamic forms, custom tables, sales orders and inventory, territory management.

Prices checked on 6 October 2026.

Strengths

• Custom data model: custom fields and, on Accelerate, custom tables let a team track non-standard records.
• No-code automation: a team builds alerts, task creation and record updates without a developer.
• Quotes and orders: Accelerate generates quotes from templates and tracks sales orders and inventory.
• Email sync: 2-way sync and bulk mail are included from the lowest plan.
• Connects through Zapier, an API and web-to-lead forms.

What to consider

• Workflow automation, dashboards and multiple pipelines require the $24 plan.
• Quotes, dynamic forms and custom tables require the $42 plan.
• The lowest plan has one deal pipeline and syncs one email account per user.
• The site names Zapier, PieSync and an API, not a native app directory.

Bottom line

Shortlist CompanyHub if a small sales team wants to adjust fields and automations itself at under $25 per user. Before buying, check which plan holds the features you need, since the useful automation starts at $24.