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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Tailored specifically for the Commercial HVAC Service sector, Connect Software has demonstrated its ability to boost service contractors' annual growth by an average of 20%. It offers an all-encompassing solution for asset and equipment management, customer management, and pricing for various service agreements, including project contracts and "Quick Quotes." Additionally, Connect generates 28 customized, professionally branded documents and features a powerful CRM, along with comprehensive field and contract management functions. With Connect Sales, you'll never miss a proposal or lead again, as it ensures complete transparency for all opportunities generated, resulting in a continually expanding list of "warm leads." You can manage what information is presented to customers, including polished presentations and updated Terms & Conditions. Moreover, user-friendly access to customer data, proposals, sales dashboards, and more is available from any device with Internet connectivity, enhancing overall efficiency, communication, and professionalism in a unified solution. This integration not only streamlines operations but also empowers contractors to focus more on growth and client relationships.

Description

Digital contracts make it easier to be more productive and faster to complete your work. You can automate the entire contract process, including creating, signing, and managing it. A digital contract process makes it easy to create, sign, and manage agreements. Contracts without any tricks. Automated processes and intelligent insights unlock the data in your agreements to make you more efficient and smarter. You can forget about the limitations of paper and PDFs. You can see all of your contracts in one place and know what's happening. You have all the transparency and visibility you need at your fingertips. You can integrate your favorite tools into your contract workflow to make it even more efficient. You can create, sign, and manage any type agreement you can imagine. Processes are more efficient, decisions are better and deals are completed faster. It's a simpler, more efficient, and smarter way to work for teams of any size.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

HiBob
HubSpot CRM
HubSpot Customer Platform
Jobylon
Membrain
Microsoft Dynamics 365
Salesforce
Sympa
Teamtailor
Upsales

Integrations

HiBob
HubSpot CRM
HubSpot Customer Platform
Jobylon
Membrain
Microsoft Dynamics 365
Salesforce
Sympa
Teamtailor
Upsales

Pricing Details

$99
Free Trial
Free Version

Pricing Details

€28 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Connect Software

Founded

2016

Country

United States

Website

www.connectsoftware.com

Vendor Details

Company Name

Oneflow

Founded

2012

Country

Sweden

Website

oneflow.com

Product Features

Contract Management

Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management

Product Features

Contract Management

Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management

Alternatives

Alternatives

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