Connectably Demo & Features

Full Connectably demo

Connectably helps you to systemise your business better than you have done until now. Connectably features valuable functions that help you to manage core processes in your business. You can implement any or all of them in your business with Connectably. 

Using the free tier, you can manage leads and clients, business workflows and get appointments booked. 

Using the paid tiers of Connectably, you can also send proposals, take electronic payments and do email marketing, including sending personalised ebooks / PDFs. 

Watch the video above to see a full demo, or watch videos relating to specific features below. When you're ready to start your account, visit the 'Start with the free Connectably account' section. If you have questions, please ask here.

Manage business workflows - 'Standard' tier (free)

Watch the video above to see how Connectably users use staged workflows in their business to stay on top of client activities in a very visual, but process-oriented way. It helps one-person businesses stay on top of what they need to get done and multi-person businesses to stay abreast of what everybody is doing in the team. If you have questions, please ask here.

Manage leads and clients - 'Standard' tier (free)

Watch the video above to see the clients and leads processes you can manage in your business using Connectably. You can manage contacts, companies and sales / work opportunities. Contacts can be segmented based on interests or activities using tagging so that you can group people with similar characteristics together. 

In terms of lead capturing, you can add contacts to Connectably using web forms (like this one), using import files, or one by one with a simple add-contact form. All functions work on mobile, tablet or desktop. It's the same login for any platform. If you have questions, please ask here.

Get meetings and appointments booked - 'Standard' tier (free)

One of the most frustrating time bandits for service-based businesses is the process of booking appointments with prospects and clients. It can often lead to 'email tennis' games of 'are you available at this / that time?'. So Connectably features an appointment booking tool that reads your users' calendar availability from their GSuite or Office365 calendars and then based on availability rules that you define, will present your prospects and clients with available time slots to book appointments. The process can be connected to Zoom to automatically create the Zoom meeting, if you're meeting with them online. Watch the video above for a full demo, and if you have questions, please ask here.

Send proposals and get paid - 'Get Paid' and 'Automate' tiers

Some service businesses operate in sectors where the sending out of quotes and proposals is either a customer expectation, or a service-differentiator. Paid tiers of Connectably offer you the capability to design and create proposal PDF templates that will include the bespoke or packaged services you're proposing and other messaging you want to include at the opening of the proposal. 

These proposals are sent electronically as PDF attachments to emails and include links to digital sign-off pages, or to online payment pages, where you can take card or direct debit payments electronically and automatically. Payments and quote sign-offs automatically sync with Xero and Connectably creates the invoice there including the details of the services or products your customer has bought or agreed to buy. 

If you do not send out quotes / proposals, then you can still take payments online using Connectably's secure online order forms. Both methods improve the way you get paid with more consistency and predictability and are available to 'Get Paid' and 'Automate' users. Watch the video above for a full demonstration of both capabilities and If you have questions, please ask here.

Automate email marketing - 'Automate' tier

Connectably addresses perhaps one of the most frustrating aspects of managing a CRM and doing follow-up email marketing: that is that most CRM and email marketing products require you to have two pieces of software to manage both functions. This leads to a frustrating, time-consuming and error-prone match up of data between two, and almost always, small businesses end up doing less follow-up marketing than they'd otherwise like to.

Connectably solves this problem. 'Automate' tier users benefit from being able to send targeted email broadcasts and marketing automation to contacts already segmented into unique groupings in the CRM. It saves time, improves marketing processes and leads to users sending less generic mailshots than they would typically do so using Mailchimp or other popular standalone email marketing products.

Watch the video above to see how Connectably solves this email marketing and automation challenge and if you have questions, please ask here.

Create and send lead magnets - 'Automate' tier

Connectably combines the same technology that allows you to personalise the contents of great looking quotes and proposals with our drip-feed email marketing functionality. Combined, it allows you to send out personalised lead magnet ebooks or PDFs to your prospects and clients. 

Imagine the possibilities of sending high quality personalised content to people who have requested something on your website, or as part of the process of onboarding new clients without having to create the document new each time... Connectably 'Automate' tier users benefit from this.

It positions you as a higher quality operator than generic and bland alternatives, and creates a great way of building more engagement with your prospects and clients. Please watch the video above to see how we do it. If you have questions, please ask here.

Getting Started - onboarding with Connectably - all tiers

Watch the above video to see a walkthrough of the first onboarding steps with Connectably, then launch your own free-tier Connectably account following the steps below. You can upgrade to a paid tier at any time, or if you decide that Connectably is not for you, you can export your account data in one click and close and remove your account securely.

Sign up for your free Connectably account

Sign up standalone
  1. Click 'Create account' button below
  2. Set a Connectably username & password
  3. Authorise G Suite or Office 365 so that you can send emails, book meetings, manage tasks
  4. Start using Connectably. Create / import contacts.
Sign up and sync with Xero
  1. Click 'Sign up using Xero' button below
  2. Authorise Xero to connect with Connectably
  3. Set your Connectably password
  4. Authorise G Suite or Office 365 so that you can send emails, book meetings, manage tasks
  5. Start using Connectably. Your Xero customers will be imported.
Are you a Xero user but don't want to sync contacts yet? Just sign up with the standalone version, then if you decide later you'd like to import your Xero contacts as well, just head to Settings > Integrations and authorise your Xero account to sync contacts.
Got questions? Please ask here.


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