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About

Designed for the Commercial HVAC Service industry, Connect Software has proven to help grow service contractors by an average of 20% each year. Connect provides comprehensive asset/equipment management, customer management, pricing for multiple types of service agreements, project agreements and "Quick Quotes". Connect also produces 28 custom, professionally branded documents, a robust CRM and full field and contract management capabilities. Never lose a proposal or lead. Connect Sales provides transparency to all opportunities ever created, creating an ever-growing "warm lead" list. Control what is put in front of your customers, from professional presentations to updated Terms & Conditions and more. Access customer info, proposals, sales dashboards and more, from any device, anywhere with an Internet connection. Benefit from improved efficiency, communication and professionalism in one simple package.

About

Intelligently analyze agreements with AI. Drive smarter business decisions while uncovering risks and hidden opportunities with powerful contract analytics. Docusign Insight uses a proven combination of artificial intelligence (AI) technologies—including natural language processing, machine learning and rules-based logic—to help find, filter and analyze agreements across your enterprise. Reveal revenue opportunities and potential profits hidden in your agreements. Empower business to happen faster, without compromising your risk profile. Protect business continuity and optimize your spend under management. Equip business systems with extracted contract data and analysis results. Ensure agreements and processes adhere to legal and business policies. Automate standardized compliance analysis and reporting.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Commercial HVAC service contractors looking for a management solution to increase sales and customer retention

Audience

Organizations interested in an AI solution for analyzing agreements and contracts

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Not Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$99
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Not Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Connect Software
Founded: 2016
United States
www.connectsoftware.com

Company Information

Docusign
Founded: 2003
United States
www.docusign.com/products/insight

Alternatives

Alternatives

DealHub

DealHub

DealHub.io

Categories

Categories

Contract Management Features

Buy Side (Suppliers) Supported
Completion Tracking Not Supported
Compliance Tracking Not Supported
Contract Lifecycle Management Supported
Electronic Signature Supported
Full Text Search Not Supported
Government Contracts Not Supported
Pre-built Templates Supported
Sell Side (Customers) Supported
Specialty Contracts Not Supported
Version Control Not Supported
Workflow Management Supported

Integrations

Doc.It by IRIS Not Supported
Docusign Not Supported
Docusign CLM Not Supported
Docusign Document Generation Not Supported
ProcurePro Not Supported

Integrations

Doc.It by IRIS Supported
Docusign Supported
Docusign CLM Supported
Docusign Document Generation Supported
ProcurePro Supported
Claim Connect Software and update features and information
Claim Connect Software and update features and information
Claim Docusign Insight and update features and information
Claim Docusign Insight and update features and information