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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

Gatekeeper is a powerful, AI-driven contract management solution that gives businesses total control and visibility over their contract agreements Gatekeeper helps its customers: Reduce costs. A clear line of sight of all contracts enables customers to identify wasted spend and areas for consolidation as well as actively managing all contract renewals. Save time. Automating contract processes using Gatekeeper’s workflow engine minimises manual effort and ensures agreed procedures are followed every time. Mitigate risks. Gatekeeper’s customers minimise their contract risk through effective categorisation and management as well as through establishing fully auditable records of all contract activity. Realise agreed contract benefits. Research shows that an average 50% of negotiated savings are never realised after a contract is signed. This is because of a lack of monitoring and oversight. Gatekeeper keeps customers on track.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

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

Audience

Growing businesses looking to gain control over their contract portfolio. We work with customers in over 40 industries including financial services, healthcare and technology.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$99
Free Version
Free Trial

Pricing

$775.00/month
Free Version
Free Trial

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

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

Company Information

Gatekeeper
Founded: 2009
United Kingdom
www.gatekeeperhq.com

Alternatives

Alternatives

DealHub

DealHub

DealHub.io

Categories

Categories

Contract Management Features

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

Contractor Management Features

Contractor Database
Insurance Tracking
License Tracking
Permit Tracking
Skills & Competencies
Task Management
Work Hour Tracking

Procurement Features

Asset Management
Auction Management
Bid Management
Budget Management
Catalog Management
Contract Management
Inventory Management
Invoice Processing
PunchOut
Purchase Order Management
Receiving
Requisitions & Approvals
Sourcing Management
Spend Management
Supplier Management

Vendor Management Features

Audit Management
Contact Management
Customer Database
Self Service Portal
Supplier Master Data
Transaction History
Vendor Maintained Profiles
Vendor Managed Inventory
Vendor Performance Rating
Vendor Qualification Tracking

Integrations

Adobe Acrobat Sign
Box
Dropbox
Dropbox Sign
Google Drive
Google Workspace
JD Edwards EnterpriseOne
Microsoft Dynamics 365
NetSuite
Okta
OneLogin
SAP Financials
Sage 500
Sage X3
Salesforce
Xero

Integrations

Adobe Acrobat Sign
Box
Dropbox
Dropbox Sign
Google Drive
Google Workspace
JD Edwards EnterpriseOne
Microsoft Dynamics 365
NetSuite
Okta
OneLogin
SAP Financials
Sage 500
Sage X3
Salesforce
Xero
Claim Connect Software and update features and information
Claim Connect Software and update features and information
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Claim Gatekeeper and update features and information