Connect Sales

Ensure professional consistency and accountability throughout your sales teams. The Connect Sales platform provides a pricing tool and document generator for estimating everything from quotes for repair to projects and maintenance agreements. You can also track and manage your sales teams with an easy-to-use CRM!

Industry-Specific Pricing Calculators

Each of the Connect Software pricing calculators is a simple-to-use system, providing accountability for pricing and mark-up for each and every agreement.

Customizable pricing tables shorten the learning curve for new sales reps to the industry and reduce administrative time associated with pricing commercial contracts.

Connect's Pricing Calculators Include:

  • Five (5) Different Service Agreement Types, based on equipment type, size, age and run factor
  • Service Project Agreements
  • Quick Quotes (Quotes for Repair) - also provided in our Mobile app available in the App Store and Google Play

Professional Document Generator

Your customer-facing documents are a direct reflection of the quality of your organization. Each of Connect's twenty-seven (27) documents are custom-made to match your company's branding and messaging.

Ensure professional consistency across your sales teams and manage what is presented to your customers.

Custom Documents Include:

  • Proposal Presentations
  • Agreement Documents
  • Booking Packages & Spend Plans
  • Start-Up Meeting Documents
  • Warranty Letters
  • Equipment Lists, Photo Albums and More

Service Agreement Proposal


Sales Leader Board

Comprehensive Sales Reporting

For the Sales Rep: Never drop the ball. Designed by sales teams in the industry, Connect Software's sales reporting provides multiple tools for busy sales reps to effectively manage all opportunities at every stage of the sales cycle.

For the Management Team: Measuring what you manage has never been easier. Identify strengths and weaknesses in your sales team by measuring activity at every stage of the sales cycle. Understand close ratios, backlog size, upcoming appointments, past appointments and more.

Now Available for iOS and Android - New Connect Mobile!

Easily build equipment lists, attach photos, provide quotes and more, using our new
mobile app available in the App Store and Google Play Store.