Audience
Commercial HVAC service contractors looking for a management solution to increase sales and customer retention
About Connect Software
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.
SAP Business ByDesign
The right ERP system for Life Sciences, Consumer Products & Distribution companies that are focused on growth and their systems are holding them back.
Built for early-stage to mid-market companies that plan to grow.
SAP Business ByDesign is a complete, cloud-based ERP solution for fast-growing, start-up to mid-market businesses and subsidiaries that want to scale without the complexity and unnecessary cost.
With SAP Business ByDesign, you get an affordable way to manage your entire business as an integrated whole, from accounting and financials, purchasing, inventory, sales, and customer support, all the way to operations, logistics, project management, and human resources.
36 End-to-End Process Scenarios built-in
Operational Performance
Sourcing & Procurement
Project Management
Reporting & Analytics
Accounting & Finance
CRM, Sales, & Marketing
Service Support
Human resources
(Suite-in-a-Box)
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SER Doxis Intelligent Content Automation
Doxis Intelligent Content Automation (ICA), the next generation of enterprise content management (ECM), is an AI-powered platform designed to bridge and automate content across a wide range of business applications. Doxis delivers a contextualized content experience and creates a future-ready digital workplace.
Helping firms to achieve a faster time-to-value, reduce IT bottlenecks and accelerate digital transformation, Doxis ICA empowers users to quickly and easily customize and roll out content apps. The Doxis Fast Starter library provides many pre-configured and easily customizable workspaces for sales, purchasing, service, legal, etc. and for specific sectors like insurance.
The Doxis platform also offers standardized solutions for document management, invoice automation, contract management and human resources, in addition to solution suites for business-critical areas like purchase-to-pay.
Analysts recognize SER as a leader of the ECM market.
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SMART Software
Field service management software for every industry. From streamlining routes to in-depth reporting and analysis, SMART Software is with you side by side to help your service company thrive and expand. Our top-notch software support team constantly proves itself to be the best in the business and includes on-site training. Streamline your operations while keeping all of your important customer and business data in one place. Our inventory management, equipment tracking, time management, and reporting boosts your bottom line. Keep track of all aspects of Service Issues, from ticketing and technician routing to inventory control and vehicle maintenance. We forecast vault cash differently than any processor or ATM software on the market. Our customers are returning 20% of their vault cash using ATM SMART. SMART includes a fully integrated, powerful, and successful CRM solution to manage the relationships with your customers, vendors, and sales prospects.
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PandaDoc
PandaDoc empowers more than 50,000+ growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including agreements, proposals, quotes, contracts, and more. Powerful, integrated, and secure, PandaDoc enables business users to create and send personalized documents for electronic signing in under 4 minutes. The five main use cases of PandaDoc are:
- Proposals
- Quotes
- Contracts
- eSignatures
- Forms.
PandaDoc seamlessly integrates with the existing software you use, like CRM, payment gateway, cloud storage. We support the tools highly effective teams use, like Zoom, Canva, Monday, HubSpot, and SalesForce. Moreover, our robust API and Zapier integration could connect PandaDoc with any custom software you may use.
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Pricing
Starting Price:
$99
Integrations
No integrations listed.
Company Information
Connect Software
Founded: 2016
United States
www.connectsoftware.com
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Product Details
Platforms Supported
SaaS
iPhone
iPad
Android
Training
Live Online
Webinars
In Person
Support
Phone Support
Online