“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.

“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.

“Live data that boosts sales”

Pros

What really makes it valuable is how deeply it uses live data to simplify and tailor complex solutions for customers. Also it helps the sales team work more productively by organizing the sales process and generating professional materials for customer interactions.

Cons

The upgraded 2021 version is much faster and more user friendly although getting used to new software updates always comes with a bit of a learning curve. Still the transition was definitely worth it.

“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.

“Offer professional documents”

Pros

Connect Software has helped us stay on top of both existing customers and prospects much more effectively. We can put together project agreements from anywhere which has really sped up how quickly proposals get out to customers. Service Agreements begin with adding equipment inventory and that makes it possible to track each piece of equipment throughout its entire lifecycle within the agreement. We also use that same inventory to upload photos which helps point out specific equipment to customers during the sales process. Beyond the quicker proposal turnaround, another standout advantage is the quality of the documents it produces. Connect creates professional, high-quality documents for every step of a Project or Service Agreement.

Cons

The only thing I am waiting on now is for them to take over my operations software too. From what I have heard that's already in development.

“quick to access”

Pros

Putting together professional, detailed proposals and agreements takes very little time and that is probably the biggest benefit for me. Another huge plus is having all customer information stored in one place and available whenever I need it. I can sign in to the website from anywhere, at any time, pull up a customer's equipment list, repair quote, project proposals and other details and pass that information along right away.

Cons

My only real complaint is that this software didn't exist sooner. Honestly the few issues I have seen usually happen around updates. Every now and then after an update, there are one or two minor things that need attention but they get resolved quickly. We also have never lost any information that was entered during an update.

“Proposal writing helps a lot”

Pros

The proposal writing part of it has made my job a bit more manageable.

Cons

It's a great program overall though it did take a little time to get comfortable with it.

“Data rich platform”

Pros

Well the overall concept behind it is excellent and the platform includes a huge amount of data across the full package which makes it very valuable.

Cons

On our side we provide additional services that aren't currently listed so bringing everything together into one system is a major project. There are also occasional small bugs that seem like they may come from updates being released before full testing. It would also be much better to get advance notice before updates go live.

“support is very helpful”

Pros

Navigating the software is very easy and having all customer information gathered in one place has been a big plus. I have also really enjoyed being involved with the implementation team especially because whenever an issue comes up, the turnaround time is very quick. On top of that the customer service team is consistently available and genuinely pleasant to work with.

Cons

Right now my least favorite part is the dispatch section, mainly because it's still being developed. I think once everything is fully up and running and a few adjustments are made, it has the potential to become a very useful tool as well.

“useful reporting tool”

Pros

Getting our team up and running on this system took very little time. We trained the reps quickly and within just an hour or two of seeing the product, they were already creating professional-looking quotes in a consistent format. The sales leaderboard also helps me keep a close eye on activity and it gives me the information I need to share reports with the leadership team.

Cons

Overall I am pleased with the product. The downside is that it doesn't integrate with the older operational system our company still uses so we have to enter the same information twice. The move to the new platform also wasn't as hassle free as I had expected but whenever problems came up, the support team responded quickly and was very helpful.

“Built for commercial teams”

Pros

Having a platform built specifically for commercial-based companies has been a big advantage for our 18 member businesses especially compared with other options on the market that are mostly designed around residential companies. It has helped boost sales productivity thanks to how user friendly it is and how simple the onboarding process has been. We've consistently heard very positive feedback from members who have switched over to this software.

Cons

Based on what our member companies tell us, the biggest limitation right now is that they want it to be a full sales-and-operations solution. The operations side is currently being developed but hasn't been released yet so we receive quite a few impatient questions about when that piece will be available.

“great for our team”

Pros

After getting familiar with the program, it becomes really valuable for the whole team. The proposals look very professional once they're uploaded and the platform is easy to use.

Cons

Like any new system it takes a little time to learn and understand how everything works. I wouldn't really call that a downside since anything new usually takes some practice and repetition.

“pretty easy to setup”

Pros

From entering equipment to handling pricing and agreements, the whole setup and implementation process is very smooth and hassle free. It's the kind of software that can be useful for just about anyone.

Cons

At first it seemed like the equipment already in the system was mostly tailored to the South. That said once I reached out to support, they quickly added the items I needed.

“Versatile platform”

Pros

One thing that really stood out to me was how many adjustment options it offers to fit our specific business needs. The versatility and reliable structure are easily the strongest parts of this software.

Cons

The mobile app still could use some improvement. At times the webpages are also a little slow to refresh or update.