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Build Stronger Customer Relationships & Increase Revenue
Membership Event Management; Marketing; Member Growth —All-In-One. ConnectCRM gives you the tools to monetize your professional community in less than 60 mins per day!
Your All-in-One B2B Customer Relationship Manager
ConnectCRM gives you the tools to monetize your business in less than 60 mins per day!
On average our clients realize over 30% return on investment when using our proven systems and automations.
Acquire New Customers
Implement multi-channel campaigns to reach and engage target businesses. Convert high-quality leads into paying customers through targeted nurturing.
Improved Campaign Performance
Track your campaigns in real-time, optimize your strategies across all channels, and maximize your return on investment (ROI).
Enhanced Communications
Personalize communication, target engagement, and manage online reputation – all to build stronger customer relationships.
Data-Driven Decisions
Make informed decisions based on comprehensive analytics and tracking data to improve your marketing effectiveness.
Unlock next-level amazing features!
Unlock your true potential with ConnectCRM's amazing features.
Webchat
Real-time text-based communication platform for instant customer interaction and support.
Miss call/text back
Automated system to follow up with customers who miss calls or text messages.
Social Integration
Connect your business with popular social media platforms to engage with customers.
Proposals
Create professional, customized documents to present business offers.
Reputation Management
Manage and enhance your online business image and customer perception.
Pipeline Management
Organize and track potential sales opportunities from lead to close.
Task
Assign, prioritize, and manage tasks for efficient workflow.
Surveys
Collect and analyze customer feedback to improve products or services.
Website Solutions
Design, develop, and optimize websites for business growth and success.
Integrations
Combine multiple software applications to streamline operations.
Solutions
Lead Management Software
Capture, nurture, and convert leads into qualified opportunities.
Sales Enablement Software
Equip your sales team with the tools and resources to succeed.
Customer Success Platform
Drive customer satisfaction and retention through personalized support.
Marketing Automation Software
Automate marketing tasks, nurture leads, and measure campaign performance.
Contract Management Software
Streamline contract creation, negotiation, and management.
Revenue Operations Platform
Align sales, marketing, and customer success for optimal performance.
For your Industry
Professional Services
Enhanced client relationship management: Better understanding of client needs, preferences, and history for tailored service delivery.
Improved project management: Efficient tracking of project timelines, resource allocation, and billing.
Increased sales productivity: Faster lead qualification, opportunity tracking, and proposal generation.
Better data-driven decisions: Analyzing client data to identify growth opportunities and optimize service offerings.
Home Services
Streamlined operations: Efficient scheduling, dispatch, and invoicing for service technicians.
Improved customer satisfaction: Enhanced communication, timely service, and follow-ups.
Increased sales and revenue: Effective lead management and customer retention.
Better resource allocation: Optimized scheduling and technician utilization.
Insurance Services
Enhanced customer experience: Personalized interactions and efficient policy management.
Improved claims processing: Faster claim resolution and reduced processing time.
Increased sales productivity: Effective lead management and cross-selling opportunities.
Better compliance management: Ensuring adherence to industry regulations.
Medical
Improved patient experience: Efficient scheduling, appointment reminders, and personalized care.
Enhanced practice management: Streamlined billing, claims processing, and inventory management.
Better patient engagement: Effective communication and patient education.
Increased revenue: Improved patient retention and referrals.
Real Estate
Improved lead management: Efficiently tracking and nurturing potential clients.
Enhanced property management: Streamlined property listings, tenant management, and maintenance requests.
Better customer relationship management: Building strong relationships with clients and partners.
Increased sales productivity: Faster closing deals and improved commission tracking.
Finance and Accounting
Improved client service: Efficient client onboarding, communication, and support.
Enhanced financial management: Accurate financial data and reporting.
Increased efficiency: Automated tasks and streamlined workflows.
Better compliance: Ensuring adherence to financial regulations.
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Pricing and Plans
Professional
$297.00/mo
The Professional Plan is developed specifically for the sales professionals who is looking to exceed sales goals.
2 Way Text & Email Conversation
GMB Messaging
Web Chat
Reputation Management
Facebook Messenger
GMB Call Tracking
Missed Call Text Back
Text To Pay
Communities
Starter
$472.00/mo
The Starter Plan offers businesses with next level contact management.
Everything in Professional plus:
CRM
Calendar
Email Marketing
SMS & Email Templates
Opportunities
Email Marketing
Funnels
Websites
Enterprise
$697.00/mo
The Enterprise Plan is designed for scaling organizations with more extensive needs.
Everything in Starter plus:
Memberships
Workflows
Forms
Surveys
Trigger Links
All Reporting
Triggers
Campaigns
Social Planner
Invoice
Blogs
Affiliate Manager
Proposals & Estimates
What Our Clients Are Saying
J. Luke
Food Industry
"Prior to ConnectCRM, communication between our front-of-house staff and management was chaotic. Now, with all customer interactions documented in one place, we can ensure everyone is on the same page. This has led to a more personalized experience for our customers and improved staff collaboration."
G. Davis
Marketing Agency
"As our design agency has grown, we needed a CRM that could adapt to our evolving needs. ConnectCRM has proven to be incredibly scalable, accommodating our expanding team and client base. The flexible reporting allows us to track key metrics specific to our industry. We can easily identify areas for improvement and tailor our marketing strategies to attract new clients and retain existing ones."
Powerful yet adaptable solutions to fit any organization's needs!
Powerful yet adaptable solutions to fit any organization's needs!
