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What's included / not included with Connectably?

What's included / not included with Connectably?

Published:
January 16, 2019

What's included with Connectably?

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.

Connectably includes:
CRM & lead management
Email marketing & automation
Appointment scheduling
Send quotes & proposals
Online payments order forms
One-click integrations
Facebook group: The Connectables
Online help & chat support

What's not included with Connectably?

As you launch you Connectably trial, you'll connect to two online services that are not included in your Connectably subscription as you begin to use the software: XeroGSuite (or Office365).

Do ask us if you need assistance with signing up to, or implementing any of them...

Editions:
Xero: Starter or Standard or Premium Subscription
GSuite (any paid edition) or Office365 Essentials / Premium edition
GoCardless and Stripe accounts (both free)

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

What should I budget for software in my business as a Connectably user?

Budget for Automate Users (£78.60 / mo +vat)
Xero Standard: £24 / mo (6 or more invoices / mo)
Connectably Automate: £50 / mo equivalent
GSuite: £4.60 / user / mo
(or Office365: £3.80 / £9.40 / user / mo)
GoCardless & Stripe: Both Free

Budget for Growth Businesses (£128.60 / mo +vat)
Xero Standard: £24 / mo (6 or more invoices / mo)
Connectably Growth: £100 / mo
GSuite: £4.60 / user / mo
(or Office365: £3.80 / £9.40 / user / mo)
GoCardless & Stripe: Both Free

Are you missing something you need to start with Connectably?

If you’re missing something you need to get started, then please contact us via phone or the chat icon at the bottom of this page to arrange a discussion around how we can help you get to that point.

We’ve helped users set up G Suite (Gmail etc for business) or Office 365 (business Outlook), and can introduce you to friendly Xero partners who can quickly and efficiently get you set up on Xero accounting software.

If you’re based outside the UK and would like to be kept informed of when we launch in your country then please let us know via the chat icon at the bottom of this page.

If you have any other questions on your mind that aren’t answered in the FAQ section below, then please do not hesitate to contact us via phone or the chat icon on this page. We look forward to helping.

Do you help users to implement Connectably?

Absolutely. See the Implementation Help page.

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About

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. We uncomplicated business management software to give you more quality time for your clients, your prospects and you. We're a small business, run for the benefit and success of other small businesses. Watch a demo here.
Author: Gareth Everson - Founder Connectably

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

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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