¶ The AnalystHub CRM
Located at https://crm.analysthub.com/, the CRM app is the future main app of the AnalystHub ecosystem. It is being used together with the content creation portal.
See also: Key Concepts.
¶ Overview
Analyst Hub CRM is designed for managing client relationships, tracking contract renewals, monitoring financial values, and analyzing interactions. It provides a structured interface to filter, sort, and visualize data across different modules such as accounts, subscriptions, invoices, and opportunities. The focus on renewals suggests it is particularly useful for businesses with subscription-based or long-term contracts.
The application has multiple modules:
- Author
- Insights
- CRM
- Mail Hub
- Compliance
- Onboarding
- Activities
- Events Hub
- Site Admin
- Invoice Hub
- Reports
Each portal contains several sub-modules (e.g., Dashboard, Contacts, Accounts, Subscriptions, Invoices, Opportunities, Franchises, Leads, Campaigns, Reports, Users, Tools).
¶ Getting around in the CRM app
Most of the features are available in the CRM app (https://crm.analysthub.com/) under the CRM menu on the left side of the page.
Main activities related to selling subscriptions are happening in the following pages:
- • Contacts
- • Accounts
- • Subscriptions
- • Invoices
- • Campaigns
The main features are also available on the top-of-the-screen menu, whose drop-down entries contain links to recently used records of the corresponding type:
Completion status: 90%