Streamline the process of equipment and customer data collection, sales productivity and cross-departmental communication.

Get comprehensive sales reporting to improve project sales cycle and structure.

Generate more sales and revenue by saving time with a seamless workflow process.

Access customized documents to match and improve your professional branding.

Control what is accessible to your customers, from presentations to terms & conditions and more.

Access customer info, proposals, sales dashboards and more from any device, anywhere.

Shorten the learning curve by providing your teams with simplified calculators for service agreements.

Measure performance of your sales team by viewing comprehensive reports by rep, branch or division.

Estimate and create reports, proposals and presentations by aligning with proven sales processes.

Connect sales and provide transparency to all parties, creating an ever-growing warm-lead list.

"First thing I like most of all would be the speed at which I can produce a well laid out, detailed proposal and agreements. The next would be easy access to all the information that is a store for each and every customer in the database. I can log on to the website anywhere at any time."

Project Sales

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Source:

Enjoy improved efficiency, communication and professionalism in one consolidated package developed by HVAC Service Contractors.

11654 Plaza America Drive #536

Reston, VA 20190

(571) 585-0004

info@connectsoftware.com

* Capterra

Capterra reviews constitute the subjective opinions of individual end users based on their own experiences and do not represent the views of Capterra or its affiliates.