01Connectify Deals

CRM Software for Marketing Agencies

CRM Software built specifically for marketing agencys who deal with retainer profitability and client reporting. 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
Marketing Agencies
Targets
retainer profitability and client reporting

30Days to a live system

Monthly base + 1% of eligible revenue
02CRM Software

How Connectify CRM Software Serves Marketing Agencies

  1. 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.

  2. Your Platform, Your Roadmap, Your Rules

    SaaS vendors dictate your feature roadmap and force upgrades on their schedule. With Connectify, you reclaim control. Since we manage your platform end-to-end, you decide what to build and when to deploy. You can prioritize the features that deliver the most value to your specific operation, not what an external vendor thinks is important for their entire customer base. This freedom allows you to align your technology development directly with your business strategy. Stop waiting in line for features and start building your own competitive advantage on a platform you completely control.

  3. Microservice Architecture For Financial Resilience

    Legacy monolithic ERPs fail as a single unit. Our financial core is built on a resilient microservice architecture. This means your general ledger, accounts payable, and reporting functions operate as independent, hardened services. An issue in one area never cascades to take down your entire financial operation. This architectural choice provides superior uptime, easier maintenance, and the ability to scale specific functions based on demand. It’s not just a modern approach; it’s a fundamental requirement for any enterprise that cannot afford financial system downtime. Your foundation remains unshakable, no matter the operational stress.

  4. 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.

  5. Dynamic Multi-Entity And Intercompany Accounting

    Managing finances for multiple business units, currencies, or legal entities with legacy systems is a nightmare of consolidations and manual journal entries. Our ERP platform is built from the ground up to handle this complexity with ease. Automate intercompany transactions, perform real-time currency conversions, and generate consolidated financial statements with a few clicks. Whether you're expanding globally or managing a complex portfolio of domestic subsidiaries, our system provides the clarity and control you need to operate as a cohesive, efficient enterprise without the administrative overhead.

  6. Building An Immutable, Auditable Data Core

    For compliance and governance, your financial system of record must be beyond reproach. A patchwork of spreadsheets and manual journal entries is an auditor's nightmare and a significant business risk. Our ERP core is architected to provide an immutable, fully traceable ledger of every transaction. Every entry, approval, and modification is logged, creating a crystal-clear audit trail that simplifies regulatory reporting and internal controls. This foundational integrity provides peace of mind and dramatically reduces the time and cost associated with financial audits and compliance checks.

  7. Accountability Guaranteed: Cancel Our Service Anytime

    Long-term contracts benefit the vendor, not the customer. We earn your business every single day with a simple, powerful promise: you can cancel our support and platform services anytime. This policy holds us accountable for delivering continuous value and exceptional performance. It ensures our incentives are always aligned with yours—to keep your core financial system running flawlessly and adapting to your needs. When your foundational ERP is backed by a partner with this level of confidence, you can operate with the assurance that your technology will never hold you back.

  8. Fortify Your Finances with Granular Security

    Your financial data is one of your most critical assets; its security is non-negotiable. Our ERP & Finance Core is architected with security at its center, featuring granular, role-based access controls. This ensures that team members can only see and act on the information relevant to their specific duties, from accounts payable clerks to the CFO. We implement robust protocols to protect against unauthorized access and ensure data integrity. This built-in security framework helps you meet compliance requirements and gives you complete control over who accesses sensitive financial information.

03FAQ

Frequently Asked Questions

  1. How is user training handled for our team?

    Effective training is crucial for adoption and ROI. We include comprehensive training sessions tailored to the specific roles within your organization as part of our implementation process. Our experts will guide your finance, procurement, and management teams on how to leverage the system's full capabilities. We also provide detailed documentation and can arrange for follow-up sessions as needed. Our goal is to ensure your team is not just using the software, but mastering it.

  2. How do you handle software updates and maintenance?

    As part of our managed service, we handle all system updates, security patches, and routine maintenance for you. We ensure your ERP & Finance Core is always running on the latest, most secure version without requiring any effort from your IT team. Updates are scheduled during off-peak hours to minimize any disruption to your business operations. This proactive approach keeps your system performing optimally and securely, allowing you to focus on your business, not on software maintenance.

  3. 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.

  4. Are there any monthly fees or hidden costs?

    No. We believe in clear, upfront pricing. The project is quoted as a one-time cost to build and deliver your ERP-connected storefront. Once delivered, the code is 100% yours. There are no ongoing licensing fees, revenue-sharing agreements, or mandatory maintenance plans from us. You have complete control and ownership. We offer optional ongoing support packages, but they are not required, giving you the freedom to manage your asset as you see fit.

  5. Do you offer financing or payment plans?

    There is no setup fee; you pay a single flat monthly plan. For the final project cost, we typically require payment upon delivery. This "approve first, pay later" approach demonstrates our commitment to delivering exceptional quality and building a trusted partnership from the very beginning of our engagement.

  6. 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.

  7. How do you ensure the e-commerce platform is secure?

    Security is paramount in our development process. We build on proven, stable frameworks and adhere to industry best practices, including OWASP guidelines, to protect against common vulnerabilities. Our direct ERP connection minimizes the attack surface by eliminating risky third-party plugins. We implement SSL/TLS encryption for all data transmission, secure authentication protocols, and build your site to be fully PCI compliant, ensuring your business and customer data are always protected.

  8. Can the storefront handle high traffic and sales volume?

    Yes. Our solutions are architected for high performance and scalability. By connecting directly to your ERP, we eliminate common bottlenecks found in plugin-heavy platforms. We optimize code, databases, and server configurations to ensure fast page load times and a smooth user experience, even during peak traffic events like sales promotions or holidays. As your business grows, your storefront can easily scale with you, handling increased product catalogs, customer bases, and order volumes without compromising performance.

  9. What are the AI capabilities of your manufacturing software?

    We can integrate powerful AI and machine learning capabilities to drive operational excellence. This includes predictive maintenance alerts for machinery, AI-driven demand forecasting to optimize inventory, and intelligent production scheduling to maximize throughput. We can also implement machine vision for automated quality control on the production line. These AI features transform raw data into predictive insights, helping you make smarter, proactive decisions that reduce costs and boost efficiency.

  10. Is there a long-term contract or subscription fee?

    No. Our model is based on a one-time project fee. Once you approve the final product and make the payment, the software and its source code are yours to own forever. There are no mandatory monthly subscriptions, per-user fees, or long-term contracts for the software itself. This provides a clear, predictable cost and a much higher long-term ROI compared to the perpetual licensing fees associated with off-the-shelf SaaS products. Optional support plans are available but not required.

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.