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CompanyHub is equipped with typical CRM features like managing contacts, sales pipelines, quotes and products, yet it stands out because of its other unique components. It exceeds common perception of customizability, enabling users to create their own tables for storing any kind of data such as Projects, Payments, Schools, Properties, Courses, etc. Not only can records from different tables be linked, labels can be altered, records can be sorted by any criteria, columns can be modified and reports can be run on any table or field.
CompanyHub provides in-depth reporting, producing reports almost instantly on any data, for any time frame, with application of filters, and supports various chart and table types.
For email automation, CompanyHub has various features to enhance productivity. It updates conversation with leads automatically through Email Sync, eliminating the need for BCC or copying and pasting. Full conversations can be viewed in one place. Bulk mail allows you to reach more leads with fewer clicks, and email tracking lets you see who opened which email and clicked which links. Emails can also be scheduled and reminders can be sent if no reply is received. A Gmail plugin is also available for tracking emails sent from Gmail.
Rather than being time-consuming like other CRMs, CompanyHub reduces the hassle of data input by enabling everything to be done from a single page-like excel. It also saves time through email syncing and bulk mailing.
CompanyHub allows control over data accessibility, regulating who can see which records and fields. It provides both hierarchy-based and rule-based access control, thereby ensuring data visibility varies even when two sales persons view the same page or report.
Overall, CompanyHub is very flexible, easily integrating into your daily business routines without disrupting existing processes.
All CRM systems are ultra-flexible and meant to be tailor-made for your organization’s unique needs and processes. If you want to set up CompanyHub CRM for your business or already have it, here is the news. It might get tricky with time because they release updates, new patches, and configuration changes every now and then. So, you have got to make sure that all the custom tweaks you have made still work after these updates.
Traditionally, these checks are run manually by QA teams or a few assigned team members. With your organization’s growth, the CompanyHub CRM workflows get complicated, and the volume of data being handled also turns massive. Manual testing could be time-consuming and prone to errors. Plus, it’s hard to cover everything with manual checks, given the vast breadth of the system.
That is where test automation comes in to save you from all this validation chaos. It can save you a ton of time and make sure everything runs smoothly, with minimum effort. But, of course, it is not all sunshine and rainbows. There are some challenges:
Constant Updates and Maintenance: CRM systems like CompanyHub CRM keep evolving and growing, so your automation scripts might break when they release new changes. So, you have got to keep an eye on these changes and have the test scripts updated and maintained accordingly. What an overhead!
Complex UI: The power of CRM systems lies in their ability to handle complex business workflows. Consequently, it reflects on its user interface with dynamic object IDs, nested iFrames, and detailed object trees. Automating it with traditional automation tools is like solving a puzzle; now and then, it will put you in a tight spot.
Custom Reports: The reports here are tailor-made for your specific needs, and automating them with legacy test automation tools requires your engineers to have expertise in programming skills.
Test Data: Handling massive data and sensitive information is a big deal. You need to be super careful with it. Requires using test data management to extract, mask, edit, and maintain the test data.
Skilled Engineers: You need smart people who know their way around automation tools and coding. Finding and keeping them can be a real challenge.
But wait, keep hope. Fortunately, here is a solution: testRigor, an absolute game-changer!
It is like your AI buddy who speaks English and creates tests just like a human would.
With testRigor, you can:
- Let anyone in your team build test automation in plain English, regardless of their technical skills. It is super easy to use because it is a no-code solution. Use the power of generative AI to build robust test cases quickly in plain English.
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Say goodbye to worrying about new CompanyHub CRM updates and versions that keep breaking your tests. testRigor is smart and adapts automatically, saving you tons of time.
Unlike other test automation tools, testRigor does not rely on detailed implementation specifics like XPath/CSS locators. Moreover, testRigor’s self-healing capabilities automatically incorporate these new changes in the test scripts and result in unparalleled stability, saving you countless weekly maintenance hours. - Manage your test data like a pro. It can generate all sorts of data (we have built-in 50+ test data types), which is perfect for testing complex workflows containing email, phone numbers, names, URLs, credit card numbers, SSNs, Google authenticator codes, etc.
- Quickly test sending and receiving emails, SMS, phone calls, etc. You can easily test file upload, download, and check file content, which is quite a task using manual testing or traditional test automation.
- Make teamwork and collaboration a breeze with its expansive integrations. Everyone in your team can understand and contribute to the tests using plain English.
login create new lead go to leads check that table at row containing stored value "lastName" and column "Status" contains "Created"
To see testRigor in action with CompanyHub CRM, just fill out the form below:
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