Stop losing sales and profit because you're befuddled by software

Connectably is a simple tool for service businesses that helps you sign up and fully manage clients in one place

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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 a simple tool 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

Connectably small business management software

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

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

Pricing

Start free then upgrade as you're ready to fully automate more processes in your business.
Mix and match users in your business. Systemise users are free in all plans. Just pay for any Automate or Get Paid users.
Save 17% by paying annually.
Monthly Annually

Systemise

Manage your contacts, appointment bookings, sales opportunities and marketing workflows. Sync emails sent, tasks created and meetings booked with Google Workspace or Office365.

£0

per month per Systemise user
per year per Systemise user
Start now

Automate

Send targeted email marketing, direct mail, personalised ebooks and run business automations.

£50

per month per Automate user

£500

per year per Automate user
Buy monthly planBuy annual plan

Get Paid

Send branded quotes, take direct debit or card payments, and get agreements digitally signed.

£100

per month per Get Paid user

£1000

per year per Get Paid user
Buy monthly planBuy annual plan

How it works

Three steps to implementation success with support at every step:
1

Start

Create a free account and add users and contacts. Begin your transition away from sales and marketing software overwhelm.
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2

Run

Use Connectably to run your sales and marketing processes. Attend free live online group training to get help as you implement.
3

Improve

Go paid when you’re ready for email marketing, to quote or take payments. Continue with free group training, or pay for 1-to-1 coaching.

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.

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: Systemise (free), Automate and Get Paid. You can upgrade or downgrade any time. Some other common questions are answered here:
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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 Systemise 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 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 'Systemise' 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 'Systemise' 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 product. 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 and group live training  are both available 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
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Businesses that use Connectably

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 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 'Watertight Marketing' methodology 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 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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Stripe Verified Partner - Connectably
Xero Connected App Partner Connectably
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