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What is i-linked?

Maintain focus on your goals by leveraging powerful reporting tools. Whether you're working solo, collaborating in teams, or managing reports for a whole organization, visual reporting is readily available! This eliminates the hassle of frequent calls and emails. With i-linked.net, you’ll always be informed about the status of your transactions. The platform allows for the rapid creation of tailored quotes and proposals, streamlining the process through its i-quoting feature. Always up to date, i-linked.net removes the burden of system downloads and maintenance. It empowers various stakeholders, including PEOs, Carriers, MGAs, Wholesalers, Brokers, Agents, and their teams to work independently. Collecting and sharing essential data becomes effortless in a straightforward, easy-to-navigate interface. You can securely store client and prospect documents individually and access them whenever necessary. Additionally, sharing vital documents and forms with your team and partners is seamless and efficient. With i-linked.net, you ensure that the appropriate information is delivered to the right individuals without delay, significantly boosting collaboration and productivity. This platform fundamentally revolutionizes how you handle your business relationships, allowing for enhanced interaction and management. In a fast-paced business environment, having such a resource at your fingertips can be a game-changer.

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.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$24 per month
Free Trial Offered?
Free Version

Pricing Information

$99
Free Trial Offered?
Free Version

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

I-Group

Date Founded

1998

Company Location

United States

Company Website

www.i-linked.net

Company Facts

Organization Name

Connect Software

Date Founded

2016

Company Location

United States

Company Website

www.connectsoftware.com

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory 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

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