Cost-effective marketing, sales & workflows, integrated with Xero

Is Connectably for me? What businesses does it work best for?

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.

Connectably is a great fit for these two types of business:

‘helping services’ businesses: coaching, consulting, accounting, marketing, support services, or;

‘home-services’ businesses: flooring, cleaning services, plumbing / HVAC, gardening and landscaping etc

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.

The other important factor in determining if you’re a good fit is your attitude to serving your clients: compared to your competition, do you take a more professional approach than the vast majority to the way your market and deliver your services? And quite possibly, are you already charge more, or aspire to charging 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’s included with Connectably software?

Connectably is a full-service CRM software: so you can manage contacts, sales opportunities, marketing and workflow processes, send email marketing and run marketing and communications automation.

Your subscription to Connectably sits at the core of integrations we provide to Xero; Stripe and GoCardless for taking payments quickly and securely; email, calendar and tasks integration with GSuite and Office365 services; Zoom online meeting software; Docmail direct mail services for sending letters, postcards and cards.

We manage a Facebook community - The Connectables - for our users and provide online help content and chat support to help you implement Connectably successfully in your business.

What software is not included in my subscription?

Software we integrate with:

As you launch you Connectably trial, you'll connect to four online services that are not included in your Connectably subscription as you begin to use the software: Xero, GSuite (or Office365), GoCardless and Stripe. Do ask us if you need assistance with signing up to, or implementing any of them, though....

Optional additional integrations that can be added are Zapier (free), Docmail direct mail services for sending letters, postcards and cards and Zoom (if you run online meetings).

Can you help me do it? Or do you offer implementation services?

Time and/or confidence with technology:

As you click the 'Start Your Free Trial' button the two reasons cited more than any other by users who do not actually then implement, despite - just like you - having every intent to get the success they desire, are that they are:

(1) time-starved, or;

(2) just a little nervous around technology.

With (2), it's human nature to then allocate the scarce time that you do have in your business to prioritise other things over implementing important software. That would be both costly and frustrating for you. So recognise this and don't let lack of success be the outcome from a play off between confidence and other business time pressures.... (1) recognise it, (2) deal with it, (3) avoid it happening to you.

We provide online self-access training for all functions and set up steps for Connectably. But if time or confidence with technology is likely to impact your success with sales and marketing software, or your time is more valuable to your business in other business functions where you're stronger and more confident, do check out - and seriously consider - the following paid implementation services which are available for all our users:

"Done For You" Services

"Done With You" Services

Do I need to enter my payment details to sign up?

No you do not.

Signing up for the free 14-day trial does not require any payment details.

If you decide during the trial that you'd like to start a full subscription then you can complete a direct debit agreement to do so at any time.

If you decide to not continue your subscription, then your trial account data will be securely deleted 7 days after trial completion.

How does the 14-day free trial work?

The free trial is a fully functional version of Connectably. No features are excluded from use.

Why 14 days? Our goal is to get you to a "big result" quickly - whatever that "big result" is to you, e.g. having your contact relationships managed better, creating your first email marketing, getting paid for a service or package you sell etc. Our onboarding is designed around doing that quickly. Depending on your experience and confidence with tech, you might need a few hours, couple of days, or a week or so to get to your own "big result". With a small commitment of time over a couple of hours, first few days or first couple of weeks, you don't need lengthier trials to achieve your "big result" with Connectably.

There are 10 simple steps to fully onboarding with Connectably, all with video and step-by-step walkthroughs. Some take just a couple of minutes, others might take 20-45 minutes to achieve, like: importing contacts, creating your first emails, creating your first marketing automation, or creating and testing your first order form.

To start your 14-day free trial, click the ‘Start Your Free Trial’ button. You will be taken to a page on Xero's website where you will authorise our integration with your Xero account and that will then open your Connectably account, using the same account information you've got set up in Xero.

If, however, you'd rather use a Xero demo account to trial Connectably instead of connecting your own Xero account up, then you can sign up for a Xero demo account here.

If you need longer to complete the onboarding process, then we recommend commencing a 'Starter' or 'Standard' subscription at the end of your 14 day trial and complete the onboarding process then, or ask us about 'Done For You' implementation services where we do some or all of the implementation for you.

If you decide to not continue your subscription, then your trial account data will be securely deleted 7 days after trial completion.

Start Your Free Trial

What happens if I exceed the contacts or user limits? Can I upgrade or downgrade my plan?

Your account will continue to function if you add more users or contacts to your account.

Upgrades will be billed automatically by the month / part of month so you can upgrade and downgrade between Connectably editions at any time.

The Starter plan automatically upgrades to the Standard plan; Standard plan automatically upgrades to the Growth plan.

Growth plan subscribers with more than 5000 contacts and / or 10 users will be billed as follows for additional contacts or users:

What kinds of payment do you accept?

Payments are taken securely via direct debit.

Prices are advertised on-site excluding VAT, with the price inclusive of VAT listed as well.

VAT will be itemised on your subscription invoice, thanks to our friends at Xero.

Do you offer discounts? Are there annual pricing plans?

Discounts? No, but we don't blame you for asking....

Our pricing is simple and offers incredible value for money. We're not one of those software companies with large sales teams to feed that needs to have a strategy of yo-yo pricing to keep teams of middle management busy and create mock-scarcity, selling to buyers who mistrust us.

We do have annual pricing plans (see below) offering 12 months' subscription for the price of 10, a 17% saving.

If price is your biggest barrier or most important selection criteria, then we haven't articulated the value of Connectably well enough. Sorry. Please see our features page, if you haven't done so already.

Is my data safe?

Yes. Your Connectably system is a secure area which is only accessible by you and your authorised users. Connectably support has controlled user access to your Connectably system which may be withdrawn by you or us at any time.

You agree to use your reasonable endeavours to prevent any unauthorised access to, or use of, your Connectably system. 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.

More on Service Security Here and Connectably Service Terms and Conditions here.

Am I locked into a contract?

No. Payments, cancellations and refunds are handled simply and fairly:

• There are no long-term contracts. You set the renewal term, whether as a monthly or an annual subscriber. As long as you continue to pay for the service and use it within the terms, you will have access to the system.
• You can cancel your account without further period billing if notice of cancellation is given within 7 days of the subscription expiry date.
• You have the right to cancel your order within seven days of the purchase date where usage of the software has not yet commenced. Outside this timeframe, all fees are non-refundable.

For more details on payments, cancellations and refunds, please see this page.

Is there a partner edition available? Can my own clients use Connectably?

Yes, the Connectably Partner Edition packages include 5 x Standard licenses for £75/mo + vat in total, or £750/yr + vat in total if paying annually.

In effect, you pay for 3 x Standard (or Growth) licenses and get 2 x free Connectably licenses. This can include your own business' license.

You can re-sell these licenses to your own clients up to published prices on our website, generating £120 profit per year per license for your business.

Partners will likely sell additional training, support, advisory, accounting or marketing services that compliment your client's subscription to Connectably.

If this is a business model you'd like to explore further, then please contact us to arrange a discussion via the chat icon on this page.

If you’ve got other questions…

If you've got other questions, simply start a chat discussion with us directly via the green chat icon at the bottom right of this page. We'll be happy to help!