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What is Connect Software?

Designed specifically for the Commercial HVAC Service industry, Connect Software has shown a remarkable capability to elevate service contractors' annual growth by an impressive average of 20%. This robust platform provides a comprehensive solution for managing assets and equipment, overseeing customer interactions, and setting pricing for a variety of service agreements, including project contracts and expedited "Quick Quotes." In addition, Connect produces 28 customized, professionally branded documents and includes a powerful CRM, complemented by extensive field and contract management capabilities. With the introduction of Connect Sales, you will never overlook a proposal or lead again, as it guarantees total transparency for every opportunity, thereby creating a growing pool of "warm leads." You have the ability to control what information is shared with customers, featuring polished presentations and updated Terms & Conditions. Furthermore, users can easily access customer data, proposals, sales dashboards, and more from any Internet-enabled device, which significantly boosts efficiency, communication, and professionalism through a unified platform. This seamless integration not only simplifies operational workflows but also allows contractors to dedicate more time to cultivating growth and building strong client relationships, ultimately benefiting the entire business ecosystem.

What is Better Proposals?

Better Proposals simplifies the process of creating, monitoring, delivering, and signing business documents in just a few minutes. With more than 200 customizable templates available for proposals, contracts, and approvals, it provides ample resources for users. Additionally, you can streamline your entire sales workflow through the use of over 40 integrations, enhancing efficiency and productivity. This powerful tool is designed to cater to the needs of modern businesses seeking to optimize their documentation processes.

Media

Media

Integrations Supported

Capsule
Gist
HubSpot Customer Platform
Incredible
Insightly
Integrately
Integry
Intercom
KonnectzIT
LiveChat
Quickwork
Rambox
Salesflare
Salesforce
Shift
Thryv
Zendesk Sell
Zenkit Base
Zenkit To Do
Zoho CRM

Integrations Supported

Capsule
Gist
HubSpot Customer Platform
Incredible
Insightly
Integrately
Integry
Intercom
KonnectzIT
LiveChat
Quickwork
Rambox
Salesflare
Salesforce
Shift
Thryv
Zendesk Sell
Zenkit Base
Zenkit To Do
Zoho CRM

API Availability

Has API

API Availability

Has API

Pricing Information

$99
Free Version
Free Trial Offered?

Pricing Information

$19 per month
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Connect Software

Date Founded

2016

Company Location

United States

Company Website

www.connectsoftware.com

Company Facts

Organization Name

Better Proposals

Date Founded

2009

Company Location

United Kingdom

Company Website

betterproposals.io

Categories and 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

Categories and 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

Digital Signature

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

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