CRM Software for Digital Agencies
CRM Software built specifically for digital agencys who deal with scope creep and multi-project capacity. Connectify configures a custom platform for your exact operation — deployed in 30 days, one monthly plan with no setup fee.
Spec sheet
Connectify Deals
- System
- Connectify Deals
- Service
- CRM Software
- Built for
- Digital Agencies
- Targets
- scope creep and multi-project capacity
30Days to a live system
Monthly base + 1% of eligible revenueHow Connectify CRM Software Serves Digital Agencies
Supercharge Your Financial Planning & Analysis
Your FP&A team should be focused on strategic guidance, not data wrangling. A slow, fragmented ERP forces them into a reactive cycle of manual data consolidation and report building. Our modern financial core automates these low-value tasks. With real-time access to clean, consolidated data, your analysts can accelerate month-end closes and dedicate their time to what matters: scenario modeling, variance analysis, and providing the forward-looking insights that drive intelligent business decisions. We empower your finance team to shift from historical reporting to becoming true strategic partners in growth.
Eliminate Error-Prone Manual Reconciliation Cycles
How many hours does your finance team lose each month to manually reconciling accounts in spreadsheets? This tedious process is not only a drain on productivity but also a major source of critical financial errors. Our ERP core automates the reconciliation process by design. By ensuring every transaction is captured and categorized correctly within a single, integrated system, the need for manual cross-checking is virtually eliminated. This frees your highly skilled team from mind-numbing tasks, reduces the risk of costly mistakes, and accelerates your financial close with greater accuracy and confidence.
Future-Proofing Your Enterprise Architecture
The biggest failure of legacy ERPs is their inability to adapt. They are monolithic fortresses in a world that demands agility. Our financial core is built on a composable, API-first architecture. This means your foundation is stable, but the components around it are flexible. Need to plug in a new analytics tool, a specialized tax engine, or an AI forecasting model? The APIs are ready. This approach ensures you can evolve your tech stack without a disruptive and costly 'rip and replace' project every few years, ensuring long-term relevance and adaptability.
API-First Core For Limitless Connectivity
Your financial core should be a hub of connectivity, not an island. We build with an API-first philosophy, ensuring every piece of financial data is accessible and extensible. This guarantees seamless integration with your existing CRM, HRIS, and supply chain platforms, as well as any future technology you adopt. Forget brittle, custom-coded connectors that break with every update. Our approach provides a stable, documented, and future-proof foundation, allowing your enterprise to evolve its tech stack without being held hostage by a rigid and closed-off ERP system.
Transform Finance From Cost Center To Strategist
A modern ERP core does more than just process transactions; it transforms your finance department into a strategic powerhouse. By automating manual reconciliations and providing a single source of truth, we free your team from low-value data wrangling. They can now focus on what matters: forward-looking analysis, modeling M&A scenarios, and providing the C-suite with the strategic insights needed for decisive action. This isn't just an efficiency gain; it's a fundamental shift that elevates the role of finance from a reactive cost center to a proactive driver of enterprise value.
Replace Brittle Integrations With A Cohesive Hub
Your current system is likely a web of brittle, point-to-point integrations that require constant IT maintenance and break unexpectedly. Our ERP core is designed to be the stable, central hub of your enterprise architecture. Using modern, robust APIs, it serves as the definitive source for all financial data, communicating reliably with your other best-of-breed applications. This hub-and-spoke model is inherently more stable, scalable, and easier to manage than a tangled mess of custom connections, ensuring data flows smoothly and reliably across your entire organization without constant IT intervention.
Unlock AI With A Pristine Data Core
Artificial intelligence and machine learning are only as effective as the data they are fed. Fragmented, inconsistent, and error-prone financial data from legacy systems will cripple any advanced analytics initiative. Our core platform provides the essential prerequisite for successful AI: a clean, structured, and real-time source of truth. This pristine data foundation makes it possible to deploy powerful tools for predictive forecasting, cash flow optimization, and anomaly detection. Stop cleaning data and start using it to generate predictive insights that drive tangible business value and a significant competitive advantage.
Gain The Agility To Pivot Your Strategy
Market conditions can change overnight. The ability to pivot your business strategy quickly is paramount, but it's impossible when your financial systems are rigid and slow. A flexible, modern ERP core provides the data-driven foundation for strategic agility. You can quickly model the financial impact of new business lines, pricing changes, or market entries. The system provides immediate feedback on performance, allowing leadership to validate or adjust course in near real-time. This transforms your financial core from a rigid system of record into a dynamic engine for strategic navigation.
Frequently Asked Questions
Can your ERP integrate with our current software?
Absolutely. Integration is key to a truly unified system. Our ERP & Finance Core is built with a flexible, API-first architecture, designed to seamlessly connect with your existing tools, whether it's your CRM, supply chain management software, or proprietary applications. We ensure a smooth flow of data across your entire tech stack, eliminating manual data entry and providing a holistic view of your business operations. Your new foundation will enhance your existing tools, not replace them.
What is your service cancellation policy?
We believe in earning your business, not locking you into it. Our service agreements are straightforward and transparent. Should you choose to cancel, we provide a clear off-boarding process. Most importantly, the source code we built for you is yours to keep. You can take your custom system and have it managed internally or by another vendor. This gives you ultimate freedom and control, ensuring you're never trapped by a subscription model. We're confident the value we provide will make you want to stay.
What is a direct ERP-to-e-commerce connection?
It's an e-commerce storefront built to communicate directly with your Enterprise Resource Planning (ERP) system. This eliminates manual data entry and middleware, creating a single source of truth for inventory, orders, and pricing. Your online store and back-office operations work in perfect sync, boosting efficiency and accuracy. With Connectify USA, this powerful integration is streamlined and built for performance, ensuring your business runs smoothly from click to shipment.
How does data sync between the store and our ERP?
Our direct integration ensures data syncs in real-time, bi-directionally. When a customer places an order online, it's instantly created in your ERP. When you update inventory levels or pricing in the ERP, it's immediately reflected on your storefront. This eliminates lags and discrepancies, preventing overselling and ensuring customers see the most accurate information. This live connection is the core of our service, providing a single, reliable source of truth across your entire business.
Can you migrate data from my old e-commerce site?
Yes, we can manage the migration of essential data from your previous platform. This typically includes customer accounts, order history, and product content that isn't already housed in your ERP. Our team will develop a clear migration strategy to ensure a smooth transition with minimal disruption. We map data fields carefully to maintain integrity, so you can launch your new, powerful ERP-connected store without losing valuable historical information or impacting your customer experience.
Is the connection to my ERP secure?
Absolutely. Securing the data channel to your ERP is a top priority. We use secure, encrypted communication protocols such as VPNs or dedicated APIs with robust authentication and authorization measures. We work closely with your IT team to ensure the connection method aligns with your existing security policies and infrastructure. This creates a private, protected tunnel for data exchange, safeguarding your sensitive business information from unauthorized access and ensuring the integrity of your operations.
Who owns the operational data that my company generates?
You retain 100% ownership of your data. The software we build is a tool to help you manage your operations, but the information you input and generate—including production metrics, customer lists, and inventory data—belongs exclusively to you. We ensure you have easy access to export or back up your data at any time. Our role is to be the custodian of the technology, not the owner of your valuable business intelligence.
Does the software support barcode and RFID tracking?
Yes, we build comprehensive inventory and work-in-progress (WIP) tracking using barcode and RFID technology. This allows for real-time visibility of raw materials, components, and finished goods as they move through your facility. By scanning items at key stages, you can automate data collection, eliminate manual entry errors, and maintain a precise, perpetual inventory count. This level of tracking is crucial for improving accuracy, reducing lost materials, and streamlining order fulfillment.
What involvement is needed from my team during development?
We require initial collaboration to define the project scope and key requirements. Following this, we work efficiently and require minimal input until we present milestones for your review. Our agile process is designed to respect your time while ensuring the final product is perfectly aligned with your vision. A dedicated project manager will be your single point of contact, making communication simple and efficient. Your expertise guides us; our process executes the vision.
What industries do you serve within manufacturing?
We develop custom solutions for a wide range of manufacturing sectors, including industrial machinery, metal fabrication, electronics, plastics, consumer goods, and more. Because our software is built from the ground up for each client, it is not limited by a specific industry template. We focus on understanding your unique operational processes, whether discrete, batch, or process manufacturing, and build a tailored system that solves your specific challenges and drives growth.
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- Configure, Price, Quote (CPQ) Software Wired to Engineering & ERP
See CRM Software running on Connectify, on your data.
Book a free 30-minute strategy call. We'll map your operation, define which modules make sense on day one, and show you exactly what you'd get.
- Monthly base + 1% of eligible revenue
- Unlimited builds
- Month-to-month
No commitment. No sales pressure.
