connectify■ ← Back to the website 01 Choose modules02 Registration and agreement03 Payment04 Your workspaceChoose your modules Select what you want to manage. Required dependencies are included automatically.
28 available ⌕
All Core Finance Operations Team Sales Industry People Logistics Properties Engagement Communications and activities Commerce
POPULAR STARTING POINTS Finance + inventory ↗ Sales + quotes ↗ Projects + costs ↗
Core 2 modules INCLUDED IN YOUR PLAN +
ERP · records Keep customers, contacts and company data in one place.
Your business data foundation INCLUDED IN YOUR PLAN +
Documents · versions Manage documents, versions, reviews and approvals.
Includes dependencies for ERP
Finance 5 modules INCLUDED IN YOUR PLAN +
Finance · financial items Track payables, receivables, settlements and balances by currency.
Includes dependencies for ERP INCLUDED IN YOUR PLAN +
Purchasing · orders Create purchase orders and track item receipts.
Includes dependencies for ERP, Inventory, Finance INCLUDED IN YOUR PLAN +
Ledger · management accounting Organize management entries by account, period and currency.
Includes dependencies for Finance INCLUDED IN YOUR PLAN +
Banks · manual reconciliation Compare invoices and recorded transactions to reconcile balances.
Includes dependencies for Finance INCLUDED IN YOUR PLAN +
Commissions · receipts Calculate and track commissions linked to sales and receipts.
Includes dependencies for Finance, People
Operations 7 modules INCLUDED IN YOUR PLAN +
Inventory · items Manage items, units and stock movements.
Includes dependencies for ERP INCLUDED IN YOUR PLAN +
Projects · tracking Track project stages, owners, deadlines and budgets.
Includes dependencies for ERP INCLUDED IN YOUR PLAN +
Services · work orders Manage service orders and your field team’s work.
Includes dependencies for ERP, Projects INCLUDED IN YOUR PLAN +
Scheduling · resources Schedule appointments and allocate available resources.
Includes dependencies for ERP, Projects, Services INCLUDED IN YOUR PLAN +
Projects · costs and time Assign materials and hours to projects and compare costs with budgets.
Includes dependencies for Projects, Finance INCLUDED IN YOUR PLAN +
Assets · equipment Plan asset maintenance and record completed work.
Includes dependencies for ERP, Services, Inventory INCLUDED IN YOUR PLAN +
Warranties · assets Track asset warranty coverage, deadlines and claims.
Includes dependencies for Assets
Team 1 module INCLUDED IN YOUR PLAN +
People · contractors Keep employee records and work information organized.
Includes dependencies for ERP
Sales 3 modules INCLUDED IN YOUR PLAN +
CRM · opportunities Track sales opportunities and the next step for each deal.
Includes dependencies for ERP, Sales INCLUDED IN YOUR PLAN +
Sales · quotes Prepare quotes with items, prices and customer approval.
Includes dependencies for ERP, Projects, Finance INCLUDED IN YOUR PLAN +
Contracts · recurrence Manage contracts, approvals and related financial commitments.
Includes dependencies for ERP, Finance
Industry 2 modules INCLUDED IN YOUR PLAN +
Production · orders Manage production orders, material consumption and deliveries.
Includes dependencies for Inventory, Quality INCLUDED IN YOUR PLAN +
Quality · inspections Record inspections, quality criteria and approval decisions.
Includes dependencies for ERP
People 2 modules INCLUDED IN YOUR PLAN +
Learning · courses Manage courses, enrollments and team progress.
Includes dependencies for ERP INCLUDED IN YOUR PLAN +
People · leave Track employee leave requests and approvals.
Includes dependencies for ERP
Logistics 2 modules INCLUDED IN YOUR PLAN +
Fleet · resources Manage fleet vehicles, drivers and resources.
Includes dependencies for People INCLUDED IN YOUR PLAN +
Logistics · dispatches Plan deliveries, resources and reservations for each job.
Includes dependencies for Fleet, ERP
Properties 2 modules INCLUDED IN YOUR PLAN +
Properties · records Keep properties and portfolio information in one place.
Includes dependencies for ERP INCLUDED IN YOUR PLAN +
Properties · inspections Record property inspections, items and conditions.
Includes dependencies for Properties
Engagement 1 module INCLUDED IN YOUR PLAN +
Communications · internal queue Manage consent, contacts and communication queues.
Includes dependencies for ERP
Communications and activities 1 module INCLUDED IN YOUR PLAN +
Activities · human review Manage tasks, dependencies, evidence and work reviews.
Includes dependencies for ERP
Commerce 1 module DEDICATED SETUP ↗
Commerce · Medusa Connect a commerce operation with dedicated configuration and validation.
Our team manages the connection and validation of this integration. AFTER YOU CHOOSE Start with a clear foundation. Review your plan and agreement during registration, confirm payment and follow the setup progress. Your selected modules are saved with your request. Once your environment is verified, sign in and start working.
YOUR CONFIGURATION A foundation for growth. Your modules work together in the same company environment.
PlanStarter Growth Enterprise $12,000.00 / month + 1% of eligible monthly revenue
By agreement structures with scope defined in your agreement
0 modules in this configuration
Select the modules your business needs. Required dependencies are included automatically.
Growth and Enterprise require an invitation with an approved scope.
Discuss your scope ↗ I already have an account ↗ Eligible revenue excludes sales taxes, returns and cancellations, without deducting the same amount twice. Environment setup requires confirmed payment and final verification.