CompanyHub keeps contacts, companies, and sales deals, but it also lets a small business create its own kinds of records. A property firm could add buildings and units. A training company could add courses and enrollments. Those records can be linked to the people and deals they belong to.
That flexibility is the main reason to consider CompanyHub instead of a better-known small CRM. It can follow a business that has outgrown a spreadsheet. You do not have to force every useful detail into a note or a long list of extra fields.
We think CompanyHub is worth a trial for a small sales team that can name the special records it needs. It is less convincing when normal contacts and deals are enough. We would also skip it if a polished interface and a large set of tested connections matter most.
Custom records are the useful difference
Most CRMs start with people, companies, and deals. They may allow extra fields, but the basic record types remain fixed.
CompanyHub can create a new table for a Project, Property, Payment, Course, School, or another part of the business. A payment can be connected to a customer. A unit can be connected to a building and an owner. Reports can use those custom records and fields.
This is useful for a business whose sales process depends on more than a contact and a deal value. The team can open one place and see the related work instead of keeping half of the process in a spreadsheet.
The same freedom can create a mess. Someone has to decide which records exist and how they connect. The team also needs rules for required fields and who owns each update. A CRM with ten half-used custom tables is not better than the spreadsheet it replaced.
Start with one record type that the business cannot manage cleanly today. Import real examples, connect them to contacts and deals, then make the report the manager uses each week. Add another type only after the first one works.
G2 shows 4.7 from 45 reviews. Capterra shows the same rating from 22, while Trustpilot shows 4.2 from 12. Ease, customization, and helpful support are the main positive themes. The total sample is modest. Direct community discussion is also almost absent. Your trial therefore has to carry more weight than the ratings.
The daily follow-up view matters more than the design
A recent G2 reviewer praised CompanyHub for showing which deals need a follow-up instead of making the salesperson search for them. This is a practical CRM test.
A salesperson should be able to start the day and see the promised calls and overdue replies. From there, they should be able to open the customer history and record what happened. The manager should see the same deal move without asking for a separate update.
CompanyHub supports pipelines, tasks, appointments, follow-up reminders, quotes, products, forms, and reports. It can also control which records or fields each person may see. A commission or margin field, for example, can be hidden from some users while the rest of the deal remains visible.
The interface is described in two ways that can both be true. Customers often call it simple to use, while some say it looks dated or unfinished beside larger rivals. Clear navigation matters more than fashionable design. Even so, a sales team still has to be willing to work in it every day.
Give five salespeople real access during the trial. Ask them to add a lead, schedule a follow-up, and send a message. Then have them update a deal and find the next task without help. Their willingness to keep using it is more useful than an administrator's opinion of the setup screen.
Email sync is useful but not immediate
CompanyHub can connect Google, Office 365, Exchange, and most accounts that support IMAP. It does not support POP3. When a contact is created or imported, CompanyHub can pull in the last six months of email. New messages with that address then stay on the contact record.
The important limit is timing. CompanyHub says email sync runs every few hours. A message sent from CompanyHub goes out at once. It may not appear in the contact history until the next sync.
That is fine for a team that wants a useful record of customer conversations. It is not fine for people who expect a new reply to appear in the CRM the moment it reaches the mailbox.
Connect the real email provider during the trial. Send a message from CompanyHub and another from the normal email app. Reply from the customer side. Record when each message appears, test attachments, and check what another salesperson can see.
Email open tracking also needs caution. CompanyHub uses the normal hidden-image method. An email app can block the image, and the sender's own open may sometimes be counted. If several people receive the message, the tool cannot always identify who opened it. Treat an open as a hint, not proof that a lead read the offer.
Connections need a specific test
CompanyHub promotes connections through Integrately, Zapier, an API, and direct tools. Public reviews do not provide enough detail to say that every important connection is deep or reliable.
The documentation also still refers to PieSync, a service HubSpot discontinued. That does not mean current connections fail, but it shows why an integration page needs a date and a real test.
List the three outside systems the team cannot lose. Create a contact or deal in each direction, update it, remove it, and make a duplicate on purpose. Check which system wins and how errors are shown.
One Capterra complaint concerned difficulty removing an installed app. It is an isolated report, not a broad pattern. The safe response is still to install and remove one test connection before placing business data behind it.
Productivity is the starting plan
CompanyHub offers a 14-day trial without a card. Productivity costs $21 per user when billed monthly or $15 per user each month with annual billing. It includes one deal pipeline, two-way email sync for one account per user, appointment booking, bulk mail, and access controls.
Higher plans add more automation, scoring, and sales features. Current marketplace pricing lists Automation at $36 per user monthly and Accelerate at $64. Teams with more than ten users can request a custom price.
The starting price is reasonable for a small CRM with email and custom records. The cost changes if the team needs higher-plan automation, setup help, or outside services. Get the exact written total after the trial setup is clear.
Who should use CompanyHub
We recommend trying CompanyHub when a small sales team needs to track business records that do not fit a normal CRM. Its custom tables, linked records, reports, and follow-up focus can replace a collection of spreadsheets.
We would choose a simpler or more polished CRM when contacts and deals are all the team needs. We would also stop if the real mailbox delay causes confusion or the three critical connections fail their tests.
Import 100 records. Build one custom table, link it to a deal, hide a sensitive field, and create the weekly report. Then ask the sales team to work from it for several days.
If that setup matches the business without creating more admin work, CompanyHub has a clear use. If the team avoids it or keeps rebuilding missing connections, the customization is not enough.
