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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

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

Roger simplifies the contract signing process, transforming cumbersome PDF workflows into a user-friendly app-like experience. Your clients can easily fill out, sign, and make payments in a unified and streamlined manner. They have the flexibility to sign from any device through email or SMS, ensuring convenience at every step. By eliminating obstacles in the signing process, Roger helps maintain the momentum of your sales. It’s designed to cater to users who dislike manipulating tiny PDFs on their phones, providing a fast and responsive experience. With Roger, clients can complete their signing in mere moments, often faster than it takes to read a few sentences. This smooth process guarantees that your agreements stay fresh and your business remains vibrant.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Docusign No 
Salesforce No 
Sign.Plus No 
Stripe No 

Integrations

Docusign Yes 
Salesforce Yes 
Sign.Plus Yes 
Stripe Yes 

Pricing Details

$99
Free Trial No 
Free Version No 

Pricing Details

$99 per month
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Connect Software

Founded

2016

Country

United States

Website

www.connectsoftware.com

Vendor Details

Company Name

Roger

Country

United States

Website

www.thanksroger.com

Product Features

Contract Management

Buy Side (Suppliers) No 
Completion Tracking No 
Compliance Tracking No 
Contract Lifecycle Management No 
Electronic Signature No 
Full Text Search No 
Government Contracts No 
Pre-built Templates No 
Sell Side (Customers) No 
Specialty Contracts No 
Version Control No 
Workflow Management No 

Product Features

Contract Management

Buy Side (Suppliers) No 
Completion Tracking No 
Compliance Tracking No 
Contract Lifecycle Management No 
Electronic Signature No 
Full Text Search No 
Government Contracts No 
Pre-built Templates No 
Sell Side (Customers) No 
Specialty Contracts No 
Version Control No 
Workflow Management No 

Digital Signature

Audit Trail No 
Authentication No 
Auto Reminders No 
Customizable Templates No 
Document Analytics No 
Mobile Signature No 
Multi-Party Signing No 
Progress Tracking No 
Task Progress Tracking No 

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