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Is Connectably CRM right for your business? In this article we answer the question: 'who is Connectably for?'
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Who is Connectably for?

January 16, 2019

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;

‘Home-services’ businesses:
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.

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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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