Connectably small business management software

Small business management software that helps you do more in less time using less tech

Connectably provides a structured, process driven way to plan and implement scalable and sustainable business systems to help you do more things, more consistently and with less time burden on you as the business owner.
Small Business Management Software - Connectably

Having more software tabs open to manage than client appointments booked in your diary is no fun

Your time and expertise is more valuable when you spend it serving your clients, not when you kill momentum bogged down in complex and disconnected sales and marketing software
Software Overwhelm - Small Business Management Software

Do more than 'just' CRM

Most small businesses feel befuddled by software and it kills momentum.
Connectably is small business management software that helps you sign up and manage clients in one place. 
When you clean up your processes you get more time for your clients and your business grows.

Save time

Manage email marketing, sales and client workflows in one place

Grow simply

Think about your business in a more scalable, sustainable way

Get support

Implement quickly with excellent support and training provided

Save money

Replace multiple software subscriptions with just one

About Connectably small business management software

We're driven by helping you to clean up your processes and grow your business

Start growing
It's free
'Excellent' support: responsive and friendly help
Everything in one place: 'works how you function'
More time for clients: 'transforms how you work'

10 planned steps to business growth

Systemise with Connectably

We've worked hands-on with enough small business owners to have a great idea of what business priorities you have that you'd like technology to help you improve quickly and without faff. They're split into three areas to make improvements: time, value and scalability. You can either follow the process below that's worked for others, or pick and choose based on your priorities.
Time wins: Be more on top of things and manage the time in your week better
Value wins: Sell more effectively and get paid what you're really worth
Scalability wins: Get better leads and keep their interest until they're ready to buy

Time wins

Automate how your leads book appointments with you

How you manage your time is your most precious commodity, never more so than as the owner of a business where you're paid for your knowledge or a physical skill. One of the highest value productivity improvements you can make is to control your diary better. Make it easy for leads and clients to book time with you whilst also controlling how you use your time better by using our free appointment booking tool. It lets your leads and clients book appointments with you - but only at those times you're happy for them to do so - and integrates with your Office365 or Google Calendar.
Included with plan:
Free
Automate
Get Paid
1
2

Manage all your leads, clients and past clients in one place

Establish one place in your business where you manage leads and clients. Add contacts directly to Connectably using web forms, CSV file imports, by forwarding emails directly into the system, or sync clients and their sales activity directly from your accounting software if you're a Xero user. Use simple tags to group people by things they have in common so that your marketing can be targeted by interest and client status more accurately and effectively.
Included with plan:
Free
Automate
Get Paid

Set up your sales pipeline workflow

Connectably provides you with a simple place to manage sales and delivery workflows. Set up your sales pipeline to manage sales enquiries, see where opportunities are at, and ensure that valuable leads don't get lost or fall through the cracks.
Included with plan:
Free
Automate
Get Paid
3
4

Send micro-automation email follow-ups as leads move between stages of your sales pipeline

Little automated emails as your leads register their interest, book appointments, or just before- or just after sales appointments create connection, show that you care about making sure your leads have a good experience with you, and teach them to be better, more educated buyers from you.
Included with plan:
Free
Automate
Get Paid

Value wins

Take online payments

It's easier to ask for the sale and get paid for it when you have simple online order pages that your buyers can place and pay for their order on. It helps you to step away from the awkward invoicing and follow-up process that sees many business owners chasing payments whilst also delivering the work.
Included with plan:
Free
Automate
Get Paid
5
6

Send professional-looking proposals

Get paid what your expertise and knowledge is worth to your clients. Hint: it's probably more than you're getting paid now and covers all the services that you know that your client needs. Create a 5-part proposal template that will increase your conversion rate and win more deals for your business.
Included with plan:
Free
Automate
Get Paid

Scalability wins

Create a lead magnet to generate leads from your website

Want to know the fastest way to grow your email list and target qualified customers? If you are not using a strong lead magnet then you are missing out. Create a strong lead magnet that can grow your business.
Included with plan:
Free
Automate
Get Paid
7
8

Create a lead nurture email campaign

Once you have a way to capture leads with a lead magnet, the next step is building a relationship with the buyer behind that that email address to turn them into a paying customer. Create an email campaign that continues to “nurture” your relationship with your lead to eventually ask them for the sale.
Included with plan:
Free
Automate
Get Paid

Create a sales nurture email campaign

Writing a simple and effective email sales funnel will gently but directly ask for the sale without being pushy in the follow-up to sales meetings. Because many buyers aren't yet ready to buy at the sales meeting, a sales nurture email campaign keeps you front of mind for however long it takes them to be ready.
Included with plan:
Free
Automate
Get Paid
9
10

Give new buyers a great (but automated) onboarding experience

If the experience your buyer has with you after spending money with you is not consistent with the care, attention and interest you showed in them before they spent money with you, this rapidly leads to 'buyer's remorse'. By contrast, creating a positive, professional experience for them after they buy,  answering questions, explaining the delivery process, and making sure they're happy at every step, then the pathway to turning them into a repeat customer, referrer or testimonial is a much easier one.
Included with plan:
Free
Automate
Get Paid

Simple pricing

Start with the Automate tier then upgrade as you're ready to fully automate more processes in your business.
Additional users are free in all plans. Just pay for the account tier you need (more here).
Save 17% by paying annually.
Monthly Annually

Automate

Manage your leads better:
Stay on top of your leads and contacts with CRM, manage sales opportunities and marketing workflows, and take appointment bookings. Sync emails sent, tasks created and meetings booked with Google Workspace or Office365.
Do nurture marketing properly:
Send targeted email marketing, direct mail, personalised ebooks and run business and marketing automations.

£50

per month per Automate account

£500

per year per Automate account
Buy monthly planBuy annual plan

Get Paid

Improve how you do sales:
Everything in 'Automate' plus: create branded quote templates, order forms to take direct debit or card payments, and to set up agreements for client digital sign-offs.

£100

per month per Get Paid account

£1000

per year per Get Paid account
Buy monthly planBuy annual plan

Need additional implementation help or support?

See our core implementation options here, or ask here if your needs are a bit different.

How it works

Business growth starts with you. When you make the positive decision to commit yourself to improvement and follow a systemised method to do so, your business will grow. There are just three steps to success with Connectably's small business management software, with support at every step. Here's how:
1

Start

Start a free account. Add users and contacts. Create your first workflow. Have appointments booked in your diary. Get clarity and control.
Start growing
It's free
2

Run

Run your marketing processes with Connectably. Capture leads on your website. Create and send email broadcasts and automations.
3

Grow

Structure sales meetings better. Package your services. Send professional-looking quotes. Get paid online. Grow your business.

Take the path you're most comfortable with

With help

If new software feels daunting to you...

Implementing new software can feel daunting. Firstly, it's new technology. So if you're less comfortable with tech, that can make you feel unsure. Secondly, making so many mini-improvements so quickly to the way you run your business can also feel like a strange new shift. 

Both can take time to adapt to. But we have you covered. If you need more help (most first-time systemisers do, so don't feel awkward), then check out our 1-to-1 help packages covered in the Simpler Method® training to guarantee success.

Go alone

If you're a confident self-learner...

If you're a confident self-learner or have already used software to systemise your business but then fell out of love with it, then you might be happier to just follow the training and guides in the app. The launch process on this page is covered in the app. You can work through the training there and just ask if you get stuck.
Start growing
It's free

Stop killing your momentum

Too much choice leads to confusion

For owner-led B2B or B2C service businesses the choice of online business software has never been greater. But when software doesn’t match up or stay in sync it’s a momentum killer for small businesses.

Connectably is a simple tool that helps you sign up and manage clients in one place. It’s 10 software products in 1. With one log in you can manage all your sales and marketing from lead all the way to referral. It is a complete small business management software.

Clarity to action, action to growth

When you clean up your processes you’ve more time for clients and your business grows. 

When you do not, you get buried in software and fail to stay in control of your time and activities on your terms.

Connectably is available in three plans: Standard (free), Automate and Get Paid. You can upgrade or downgrade any time. Some other common questions are answered here ➡️
Start growing
It's free

Your questions answered

Will it work for my business?
Connectably is for B2B and B2C service businesses whose customers pay for their expertise or a physical skill to solve problems they struggle to solve without them.

B2B service businesses

Examples (ask here if yours isn't listed):
Coaches, consultants, speakers, trainers, marketing specialists, web designers & developers, MSPs, printers, health & safety experts etc

B2C service businesses

Examples (ask here if yours isn't listed):
Therapists, health & wellbeing experts, care service providers, floorers, plumbers / HVAC, electricians, cleaners, gardeners & landscapers etc
Do I need any other software to run Connectably?
If you want to send emails, book meetings, or manage tasks in contact and opportunity records, then you just need Google Workspace (which used to be called GSuite) or an Office365 business account.

Many users connect Xero to Connectably to sync contacts, products and sales. It's optional for Standard and Automate plans, and is a requirement for the Get Paid plan.
Do I need it? What parts do I actually need?
If you're overwhelmed or stuck with the software you're using in your business, then Connectably's small business management software offers a great way to manage email marketing, sales opportunities and client workflows in one place. 

If you want to send email marketing, then add the 'Automate' plan. 

And if you want to send quotes or get paid for your services using simple e-commerce functionality online, then look at the 'Get Paid' plan.

If you run a simple business and just need to manage contacts, enquiries and appointments, then you may find the free 'Standard' plan does everything you need.
Is it expensive?
Not really. Connectably is a very small investment considering the functionality it covers. See the pricing page for account tiers and functionality.

The free 'Standard' plan helps you to manage your contacts, appointment bookings, sales opportunities and marketing workflows. Sync emails sent, tasks created and meetings booked with Google Workspace or Office365.

The 'Automate' plan adds the potential to do email marketing and marketing automations, along with creating and sending lead magnets. 'Automate' is £50 per month per admin user, or £500 per year.

The 'Get Paid' plan allows you to create quote templates and send quotes and take payments electronically. 'Get Paid' is £100 per month per admin user, or £1000 per year.
How is it different to X, Y or Z software?
With thousands of business software products on the market, it's difficult to compare Connectably with every single one. Which - if any - you choose will be a matter of preference, but here are three simple comparisons:
  1. Connectably is a one login small business management software. So it is quite different to running lots of separate login software products like CRM, website lead capture, email marketing, quoting and payments software. Multiple logins are momentum-killers and having contacts all over the place requires you to string a cleverly-crafted web of connections using connectors like Zapier to try to keep records up to date and accurate. By contrast, Connectably has all these functions and more in one place, via one login.
  2. Compared to other one login software like HubSpot, Keap or ActiveCampaign, the concept of Connectably is similar. One login software products use changes to contacts in the CRM to trigger marketing automations. Some also give you the ability to take payments electronically. But Connectably also features a number of additional value-adding features like appointment booking software, ebook creation software and a quoting tool. Unlike most software, Connectably's pricing is per admin user. Standard users are free. So investment-wise, Connectably represents fantastic value for money.
  3. If you're a Xero user, then this summary will help you see how Connectably compares to three of the most popular Xero CRM products.
Does it take a lot of time and effort to set up?
You can begin getting value out of Connectably within minutes of sign up. Online training is provided for each feature and we run free weekly live group training on different topics.
Am I tied into a long contract?
No. Paid plans are fixed term (monthly / annual) and you can cancel whenever you want. Just give 7 days notice to cancel. There are no longer-term commitments. You can upgrade or downgrade your subscription at any time.
Is my information safe?
Yes. Your Connectably account is a secure area which is only accessible by you and your authorised users. You can grant Connectably support permission to have controlled user access to your Connectably account which may be withdrawn by you at any time.

You agree to take reasonable endeavours to prevent any unauthorised access to, or use of, your Connectably account. In the event of your becoming aware of any such unauthorised access or use, you must notify us immediately so that we can help you to mitigate any associated risk.

There's more on service security here and Connectably Service Terms and Conditions here.

Every week admin users will receive a back up file of all your data. This will be sent automatically to Google Drive if you are a Google Workspace user, or as a secure link in an email if you are Office365 users.
How do I get help if I need it?
Online help is available in the app for free to users. If you'd like to arrange private sessions for your business then you can book 1-to-1 coaching at a reasonable investment.

Just ask here to arrange a discussion.
I've got another question. How can I ask it?
Just ask here.
Author: Gareth Everson - Founder Connectably
Featuring one-click integrations with:
Connectably Xero Small Business Management Software and CRM
Connectably Gsuite Small Business Management Software and CRM
Connectably Office365 Small Business Management Software and CRM
Connectably GoCardless Small Business Management Software and CRM
Connectably Stripe Small Business Management Software and CRM - Stripe Verified Partner
Connectably Zoom Small Business Management Software and CRM
Connectably Small Business Management Software and CRM - Keap CRM - Keap Quoting Tool Integration
Connectably Zapier Small Business Management Software and CRM

Businesses that use Connectably small business management software

If you run a B2B or B2C service business and your expertise or a physical skill is why your clients pay for your help, then Connectably is for you.

B2B service businesses

Examples (ask here if yours isn't listed):
Coaches, consultants, speakers, trainers, marketing specialists, web designers & developers, MSPs, printers, health & safety experts etc

B2C service businesses

Examples (ask here if yours isn't listed):
Therapists, health & wellbeing experts, care service providers, floorers, plumbers / HVAC, electricians, cleaners, gardeners & landscapers etc

Connectably user stories

Read user stories and testimonials from business owners just like you. Hover over the images to see their stories.

"Support has been excellent"

"Connecting a CRM system with billing and calendar booking is an invaluable tool for any small business. It is very easy to use with some clever functionality. Whenever I have needed tips or help using the system, the support has been excellent. It is a one stop small business management software solution for any small business and I highly recommend it.”
Susan Heaton-Wright
Superstar Communicator

User Story:
Superstar Communicator

Susan helps her clients to make a positive impact when they speak so that they are noticed - and not ignored - in meetings, presentations and business conversations.

She hosts virtual seminars, workshops and individual training for blue-chip companies and managers, and is the host of the popular Superstar Communicator podcast.

User Story:
IH Flooring

IH Flooring supplies and fits hardwood, vinyl, parquet and carpet flooring to customers in and around the Bristol area.

It's a business that takes great pride in customer service, communications and workmanship, reflected in exceptionally high ratings on Checkatrade and Which? Trusted Traders.

"Has transformed how we work"

"Before Connectably we kept all information about our customers and status of orders either on paper or in our heads. Connectably has transformed how we work, allowing us to track our orders through various workflows so the whole team knows what's happening, creating an efficient team.”
Rhiannon Evans
IH Flooring

"A CRM that works for us"

"We struggled with Salesforce for years but then we found Connectably. We now have a CRM that works for us, that enables the team to function the way we like to function. I put this down to both the extremely clever and simple way the system has been put together by a team that really know what works for owner-managed and entrepreneur-led businesses.”
James Lott
Working Knowledge

User Story:
Working Knowledge

Working Knowledge's specialist team of marketing experts supports, mentors and trains digital marketing apprentices. They help ambitious companies to source high potential apprentices and train existing staff.

The innovative 15-month programme follows the renowned 'StoryBrand Framework' by Donald Miller and the training can be funded almost completely from government grants.

User Story:
The Confident Mother

Sherry Bevan helps women in technology to manage their career with confidence and purpose. She's a consultant to technology companies, helping them to attract, develop and retain their top female talent.

You can find Sherry at The Confident Mother where she also runs regular private coaching programmes.

"It does everything I need"

"As an independent coaching practice, I didn’t want or need anything big or cumbersome. Connectably is easy to use and simple to understand. It does everything I need – I love the way people can book calls with me. It streamlines the process, creating the appointment in Zoom and adding to my calendar. It’s linked to Xero too so that orders automatically create invoices in Xero.”
Sherry Bevan
The Confident Mother

"Takes away mundane tasks"

"Connectably helps me keep in touch with my clients and future clients, keeping all my information accessible in one place and automating follow up messages. It has been hugely beneficial in taking away mundane tasks helping me to focus on delivering a top quality service to my clients.”
Tim Matcham
Attract Armchair Investors

User Story:
Tim Matcham

Raising private finance is one of the biggest blockers to success for property investors. Tim coaches aspiring property investors to attract armchair investors for their projects.

He is a popular speaker at property events, on webinars and on podcasts. You can find him at Attract Armchair Investors.

User Story:
HA Hosting

HA Hosting has deep expertise in providing highly available hosting services directly to clients and on behalf of IT service provider partners.

Many of their clients are other small businesses and IT companies, with whom they've built a reputation for reliability and technical expertise.

"Better solutions all round"

"I have used many different CRM systems but was pleasantly surprised at how straightforward Connectably is. It isn’t just replacing our email marketing and calendar booking systems, but providing better solutions all round.”
Rory Delahoyde
HA Hosting

Are you the next user success story?

Connectably helps you to make more sales more profitably without feeling buried by software. We founded the business to address the complex software problem that small business owners face daily. 

Connectably is a simple small business management software tool that helps you sign up and manage clients in one place. To see how, please watch the demo or create a free account.

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Accreditations

Connectably Stripe Small Business Management Software and CRM - Stripe Verified Partner
Connectably Small Business Management Software and CRM - Good Business Charter Member
Connectably Xero Small Business Management Software and CRM - Xero Connected App Partner
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