01Connectify Deals

CRM Software for IT Services Companies (MSPs)

CRM Software built specifically for IT services companys who deal with ticket SLAs and recurring service contracts. 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
IT Services Companies (MSPs)
Targets
ticket SLAs and recurring service contracts

30Days to a live system

Monthly base + 1% of eligible revenue
02CRM Software

How Connectify CRM Software Serves IT Services Companies (MSPs)

  1. Deploy Your New Financial Core in 30 Days

    Traditional ERP implementations are notorious for their length, cost overruns, and business disruption. We've eliminated that narrative. Our streamlined methodology and pre-built components allow us to deliver your complete, customized ERP & Finance Core in just 30 days. We handle the heavy lifting, ensuring a smooth transition without interrupting your day-to-day operations. You pay one flat monthly fee, with no setup fee. This isn't a year-long project; it's a 30-day transformation of your financial backbone, delivered with speed and certainty.

  2. Simple Monthly Pricing, No Setup Fee

    The fear of a failed implementation and budget overruns paralyzes many ERP upgrade projects. We have systematically de-risked the entire process. We deliver your new financial core in 30 days. There is no setup fee; you pay a single flat monthly plan. we manage your platform end-to-end outright, and you have month-to-month flexibility. This model places all the performance risk on us. It’s a straightforward, transparent pathway to modernizing your most critical business system without the traditional financial and operational risks associated with large-scale IT projects.

  3. Eradicate Your End-Of-Quarter Fire Drills

    The chaotic, manual scramble to close the books each quarter is a symptom of a broken data foundation. Our ERP & Finance Core eliminates this operational drag by creating a single, continuously reconciled source of truth. With automated data consolidation and validation, your financial reporting becomes a smooth, predictable process, not a last-minute emergency. This frees your team from chasing discrepancies and allows them to focus on strategic analysis. Imagine closing your books with confidence and accuracy in a fraction of the time, turning a high-stress event into a routine operational checkpoint.

  4. User Adoption Is Designed, Not Assumed

    The best ERP is worthless if your team won’t use it. Unlike complex, counter-intuitive legacy systems, we prioritize user experience in our design process. We work with your teams to map existing workflows and build an interface that feels intuitive and logical for their specific roles. By reducing clicks, automating steps, and presenting information clearly, we drive rapid user adoption. This focus on usability ensures you realize the full value of your investment quickly, as your team embraces the new system as a tool that helps them succeed.

  5. Flexible Deployment On Your Preferred Infrastructure

    Your infrastructure strategy should not be dictated by your ERP vendor. Because we manage your platform end-to-end we develop, you have complete freedom of deployment. Whether you prefer a private cloud, a public cloud provider, or an on-premise solution for specific security or regulatory reasons, the system is yours to host as you see fit. This flexibility ensures your core financial system aligns with your broader IT and compliance strategy, giving you long-term control over your data, performance, and operational environment without being locked into a single vendor's hosting ecosystem.

  6. Shift Your Finance Team To Strategy

    Your finance professionals are your most valuable analytical assets, yet they're often buried in manual reconciliation and data entry. Our core platform automates the tedious, repetitive tasks that consume their time, liberating them to focus on high-impact strategic work. Imagine your team spending their days on forecasting, scenario modeling, and providing data-driven counsel to business leaders. By providing a single source of truth and automating data flows, we transform the finance function from a historical scorekeeper into a forward-looking strategic partner, directly enhancing the quality of executive decision-making.

  7. Calculating ROI Beyond Simple License Cost Savings

    Focusing solely on software licensing fees misses the true ROI of a modern financial core. The real value is measured in operational agility. What is the value of being able to launch a new product line without a six-month IT project? Or the ability to acquire and integrate a new company seamlessly? Our foundation unlocks this strategic velocity. It empowers you to adapt to market changes, capitalize on new opportunities, and make decisions faster. The ROI isn't just a cost reduction; it's a fundamental enhancement of your competitive capability.

  8. A Foundation Built For Mergers And Acquisitions

    Integrating the financial systems of an acquired company is one of the biggest M&A challenges, often delaying synergy realization for years. A monolithic, inflexible ERP makes this process excruciating. Our decoupled, API-first financial core is designed for this exact scenario. It acts as a stable, central platform that can rapidly integrate data from disparate systems, harmonize reporting, and consolidate operations. This architectural agility dramatically accelerates the post-merger integration timeline, allowing you to capture the full value of your acquisitions faster and more efficiently.

03FAQ

Frequently Asked Questions

  1. 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.

  2. Is this a cloud-based or on-premise solution?

    Our ERP & Finance Core is a modern, cloud-native solution. This provides superior flexibility, security, and accessibility compared to outdated on-premise systems. Your team can securely access critical financial data from anywhere, on any device. The cloud architecture also allows for seamless updates, effortless scalability, and robust disaster recovery without the need for you to manage expensive physical server hardware. It’s the modern foundation for a modern business.

  3. What are your data backup and disaster recovery protocols?

    We ensure your business continuity with automated, redundant backup protocols. Your data is backed up regularly to geographically separate, secure locations. In the unlikely event of a major disruption, our disaster recovery plan is designed to restore your system and data quickly, minimizing downtime and operational impact. This robust framework protects your critical financial information against data loss, ensuring your operations can continue under any circumstances.

  4. How does your solution improve audit trails and compliance?

    Our system builds a foundation of trust and accountability. Every transaction and entry creates an immutable audit trail, tracking who did what and when. This provides complete transparency for internal controls and external audits. We design the system to help you comply with financial regulations like GAAP or IFRS. Automated controls and detailed logging simplify the audit process, reduce risk, and ensure your financial records are always accurate, complete, and defensible.

  5. Will this replace our current ERP system?

    Absolutely not. Our service is designed to enhance and extend the power of your existing ERP, not replace it. We view your ERP as the central nervous system of your business. Our e-commerce storefront acts as the public-facing interface, connecting directly to that system. This approach leverages the investment you've already made in your ERP while expanding its capabilities into the digital marketplace, creating a unified and highly efficient operational ecosystem for your business.

  6. What do you need from my team to get started?

    To kick off the project, we primarily need access to a key stakeholder for decision-making and your technical team for ERP documentation or API access. We'll need your product data, content, and branding guidelines to ensure the storefront aligns with your business identity. Our project managers make the process efficient, providing clear checklists and communication channels to minimize the time commitment required from your team, allowing you to focus on your core operations.

  7. Will there be downtime when we switch to the new site?

    We meticulously plan every launch to ensure minimal to zero downtime. Our process involves deploying the new site to a staging environment for your final approval. Once you sign off, we execute a carefully orchestrated cutover at a low-traffic time. This typically involves a brief maintenance window that is virtually seamless for your customers. Our goal is a smooth, professional transition from your old system to the new, high-performance ERP-integrated storefront.

  8. How much does a custom MRP system cost?

    We provide a fixed, transparent quote based on your specific operational needs, so you know the full cost upfront. Pricing is one flat monthly plan with no setup fee. This de-risks your investment and guarantees the solution meets your exact specifications before you commit a single dollar. We focus on delivering tangible value that provides a clear return on investment, making custom software accessible and predictable for your manufacturing business.

  9. 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.

  10. Can the software help with production scheduling and capacity planning?

    Yes, this is a core strength of our solutions. We build dynamic scheduling tools that provide a visual representation of your production floor, allowing you to easily schedule jobs based on machine availability, material constraints, and labor capacity. The system helps you identify potential bottlenecks and optimize your production sequence for maximum efficiency and on-time delivery. This transforms scheduling from a complex manual task into a strategic advantage for your business.

04Index
06Start here

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.