Who is Connectably for?
What businesses use Connectably?
Connectably is a CRM for Xero users. It's great for businesses who get leads, arrange meetings, and then prepare a summary of services or proposal. It is a great fit for these two types of business:
‘Helping services’ businesses:
Coaching, consulting, marketing, support services, therapists or;
flooring, cleaning services, plumbing / HVAC, gardening and landscaping etc
Unlike disconnected software providers that don't ever quite have all the functionality you need, Connectably delivers simpler, quicker and more connected sales, marketing and finance processes. It helps you manage leads and contacts, book meetings, write quotes or proposals, do follow-up email marketing and send letters, get decisions on sales, take secure payments, and sync beautifully with your Xero account.
What are Connectably users like?
There's another important factor in determining if you’re a good fit for Connectably. Compared to your competition, in your attitude to serving your clients:
Do you take a more professional approach than the vast majority to the way your market and deliver your services?
And are you already charging more, or aspire to charge more for your services than most of your peers do?
If you answered 'yes' - or would like to answer 'yes' to either or both of those questions, then Connectably is likely a great fit for you. Our successful users have a 'client first' mindset where they strive to provide excellent service to their clients, offer value for money, but are paid well for what they do.
What kind of Xero users use Connectably?
If you’re a current or future Xero accountancy software user where you get paid by clients for work you do for them on one-off jobs, packages, projects or on a recurring basis, then Connectably is probably a good fit for you.