Last Updated
Overview
SPConnect is a cloud-based sales and CRM software that replaces Excel and Word templates for service agreement estimates, proposal creation, and asset condition reporting. Although new users may need an initial adjustment period, it streamlines field service operations. The platform also includes a built-in CRM lite for efficient customer management.
SPConnect Specifications
- Customer Relationship Management (CRM)
- Lead Management
- Sales Pipeline Management
- Contact Management
SPConnect Features
Service Agreement Estimating
The software enables accurate digital creation of service agreement estimates, helping teams reduce errors, speed up the quoting process, and provide clients with professional, consistent pricing information.
Proposal Generation
SPConnect allows users to generate professional proposals directly from the platform, standardizing sales documents, improving client communications, and ensuring consistency across all proposals sent to customers.
Asset Condition Reporting
The software enables teams to digitally track and report the condition of HVAC equipment and assets. By maintaining accurate and detailed records, organizations can improve maintenance planning, ensure compliance, and provide clients with transparent insights into asset health and lifecycle management.
Built-In CRM Lite
SPConnect includes a CRM lite for managing customer contacts, job histories, and service details in one centralized system. This streamlines communications, improves follow-ups, and ensures all relevant customer data is accessible to both office staff and field technicians.
Pros And Cons of SPConnect
Pros
Simplifies sales process with real-time, live data insights
Streamlines proposals and professional materials for customer engagements
Increases sales team productivity through workflow efficiency improvements
Customer support is responsive and helpful for all inquiries
Easy-to-use interface reduces training time and operational errors
Cons
Learning new updates can be challenging for some users
The operations module is still under development
Some regional equipment data needs vendor support
The dispatch feature needs minor functionality improvements
SPConnect Reviews
Total 14 reviews
4.7
All reviews are from verified customers
Rating Distribution
5
Stars71%
4
Stars29%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Gamble W.
Construction, 51-100 employees
Less than 6 months
“proposals made simple”
Pros
Putting together contracts and proposals is really easy with this software.
Cons
There are a few small quirks that can be annoying but nothing serious. One example is when the authorized signer is identified correctly, yet their name shows up on the document as undefined undefined instead.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
9
Functionality
10
Michael M.
Construction, 51-100 employees
Less than a year
“Built for HVACR sales workflow”
Pros
Running an HVACR service business means keeping up with a lot of leads, proposals and client relationships and Connect fits that workflow really well. It helps our sales development team stay on top of new opportunities while also giving us a reliable way to organize and manage our existing customer base. Having the full sales cycle in one place from lead generation through the final booking package cuts down on paperwork and makes the process more efficient so the team can spend more time building contacts and bringing in new leads. Since it already includes the terminology, data points and industry-specific details we use every day, getting it implemented was quick.
Cons
Because the platform is still growing and adding new features, we do run into the usual bugs from time to time. That said the support team has been very responsive about following up, communicating clearly and getting issues resolved within a reasonable timeframe which makes those problems much easier to deal with.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
10
Functionality
8
Cindy S.
Management Consulting, 1-10 employees
Free Trial
“huge time saver”
Pros
Getting started with this software was quick to pick up and simple to put into place and it has saved us a huge amount of time compared with the way we worked before. It also gives us plenty of ways to analyze our data so we can see the business much more clearly and identify practical, actionable opportunities to grow.
Cons
Honestly my only complaint is that we didn't have it sooner. The onboarding process was very decent and pretty much pain free.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
10
Functionality
10
Frequently Asked Questions
Does SPConnect have a mobile app?
Yes, it features a dedicated mobile application.
What other apps does SPConnect integrate with?
Information about third-party integrations has not been specified by the vendor.
Who are the typical users of SPConnect software?
SPConnect is ideal for HVAC and refrigeration contractors, plumbing and mechanical services, and electrical service providers, helping streamline sales, proposals, and asset management.
What language does SPConnect software support?
SPConnect software primarily supports English.
What types of pricing plans does SPConnect offer?
SPConnect is priced at $99/user/month, with costs varying with the number of users and selected modules. Get a personalized SPConnect price quote breakdown.
Does SPConnect software offer an API?
No, SPConnect does not offer an API.
What level of support does SPConnect offer?
The vendor provides comprehensive support via email, online ticketing, and phone.