Deal Management Software
Opportunity tracking, revenue forecasting and closing playbooks.
Module Spec
Deals
- Module
- Deals
- Platform suite
- CRM & Marketing Automation
- Data model
- Single canonical ERP database
- Go-live target
- 30 days
- Commercial plan
- Flat monthly + 1% eligible revenue
30Days to production cutover
No setup fee · Unlimited buildsHow Connectify Deals Runs in Production
Future-Proof Your Platform with Headless Architecture
A monolithic CRM binds your data and business logic to a specific user interface, limiting your ability to innovate. We specialize in headless CRM architecture, decoupling the back-end data management and automation engine from the front-end presentation layer. This gives your development teams the freedom to create custom dashboards, mobile apps, or customer portals using modern frameworks without being constrained by the CRM's native UI. This approach ensures maximum flexibility, scalability, and longevity, allowing your customer-facing experiences to evolve independently of the core platform.
AI-Driven Personalization Beyond Merge Tags
Using a contact's first name in an email is no longer sufficient personalization. Our platforms use AI to enable hyper-personalization at scale. The system analyzes a user's behavior, purchase history, and firmographic data to dynamically adjust website content, product recommendations, and campaign messaging in real-time. This creates a truly one-to-one experience for each prospect, dramatically increasing engagement and conversion rates. Move past static audience segments and deliver individualized content that demonstrates a deep understanding of each customer's unique needs and context.
Simple Monthly Pricing, No Setup Fee
We believe in aligning our success directly with yours. There is no setup fee; you pay a single flat monthly plan. This isn't a demo or a trial; it's a fully-realized solution tailored to your exact specifications. We are confident in our ability to deliver a superior system, so we invest our resources upfront to prove its value. Your satisfaction isn't just a goal; it's our payment gateway.
Stop Changing Your Process to Fit Software
Off-the-shelf software forces you into a box. You have to adapt your proven sales process to fit the rigid constraints of the platform, often sacrificing what makes you unique and effective. We believe software should serve your process, not the other way around. Our entire engagement starts with understanding your specific go-to-market strategy. We then build the CRM and automation workflows to mirror and amplify your existing strengths. This custom-fit approach ensures the technology is a natural extension of your team, leading to faster adoption and better business results.
Integrate ERP And BI For Deeper Insights
Customer data provides a limited view without commercial context. Our expertise lies in creating a unified data fabric that integrates your CRM and marketing platform with critical back-office systems like ERP and BI tools. By connecting marketing engagement with transaction history, support tickets, and product usage data, you unlock a 360-degree customer view. This enables hyper-personalized marketing, predictive churn analysis, and intelligent up-sell opportunities based on a complete understanding of the customer relationship. True business intelligence starts with connected data.
AI-Powered Predictive Lead And Account Scoring
Stop relying on simplistic demographic scoring. We integrate AI models directly into your CRM to enable predictive lead and account scoring. By analyzing thousands of data points—including firmographic, behavioral, and intent signals—the system can identify which prospects are most likely to convert and which accounts represent the greatest expansion opportunity. This allows your sales team to prioritize their efforts with surgical precision, focusing only on high-propensity targets. The result is a more efficient sales cycle, higher win rates, and a smarter, data-driven revenue engine.
Embedding Compliance Within Your Core Architecture
Managing data privacy and regulatory compliance across disparate systems is a high-risk endeavor. Our approach builds governance directly into the platform's architecture. We configure data retention policies, access controls, and audit trails to meet stringent industry standards from the ground up. This proactive stance on compliance reduces risk and simplifies audits. Running on a dedicated enterprise cloud instance with continuous customization under your monthly plan, you maintain full control over your data governance framework, ensuring it adapts to evolving legal landscapes without vendor dependencies or surprise updates.
Empower Your Ops Teams As Strategic Architects
Your marketing and sales operations teams are too valuable to be bogged down by the administrative overhead of rigid, inflexible software. A platform that forces them to create complex workarounds stifles their strategic impact. We build systems that are tailored to your exact workflows, transforming your ops teams from system administrators into strategic architects. By automating manual tasks and providing them with a flexible, powerful toolset they own, you empower them to focus on optimizing funnels, improving data models, and designing more effective campaigns that directly drive revenue.
Frequently Asked Questions
How does your monthly pricing work?
Pricing is one monthly plan, with no setup fee and no per-module charges. We build your ERP & Finance Core to your specifications and deliver it for your review within 30 days. You get to test, validate, and ensure it meets every one of your business requirements. Only after you provide your final approval do we issue the first invoice.
What is the cost of an ERP-integrated storefront?
Our pricing is transparent and value-driven, tailored to the complexity of your ERP integration and feature requirements. We provide a firm, fixed-price quote after our initial discovery call. This ensures there are no surprises or hidden fees down the line. The key benefit? You pay one flat monthly fee, with no setup fee. We are confident in our ability to deliver a solution that meets your exact needs and drives significant ROI.
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.
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.
Can you build custom features for our specific industry?
Definitely. We don't believe in one-size-fits-all solutions. Our core strength is building custom features tailored to your unique business needs and industry requirements. Whether you need complex product configurators, B2B quoting tools, or tiered pricing for wholesale customers, our team can build it. We translate your operational challenges into powerful, integrated digital tools. Since we manage your platform end-to-end, the possibilities for customization are virtually limitless, ensuring a perfect fit for your business.
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.
How do you handle data security for sensitive production data?
We prioritize the security of your proprietary data with a multi-layered approach. Our development process includes implementing robust access controls, end-to-end data encryption, and regular security audits to protect against unauthorized access and cyber threats. We build on secure, modern cloud infrastructure and adhere to industry best practices to ensure the confidentiality, integrity, and availability of your critical operational information. Your trust and data security are paramount in everything we build.
How can custom software improve my shop floor efficiency?
Custom software directly addresses your unique operational bottlenecks. It can automate manual tasks, provide real-time production monitoring, optimize inventory levels, and improve supply chain visibility. By digitizing workflows for quality control, scheduling, and maintenance, you reduce human error and empower your team with accurate, actionable data. This leads to increased throughput, reduced waste, and a more streamlined, profitable manufacturing process from raw materials to finished goods.
Can your system provide real-time production monitoring?
Yes, providing real-time visibility is a key feature. We create intuitive dashboards that display live data from your shop floor, including machine status, production counts, cycle times, and quality metrics. This empowers your managers to identify bottlenecks, address issues as they happen, and make informed decisions on the fly. Real-time monitoring moves you from reactive problem-solving to proactive optimization, dramatically improving overall equipment effectiveness (OEE).
Do you provide training for my staff on the new system?
Yes, we provide comprehensive training as part of the implementation process. We believe that successful software adoption depends on user confidence. We offer on-site or remote training sessions tailored to different user roles, from shop floor operators to management. We also provide clear documentation and can create video tutorials. Our goal is to ensure your entire team feels comfortable and proficient with the new system from day one, maximizing its value to your organization.
More CRM Solutions
- Sales Pipeline Software — Deals, stages, forecasting and next-steps under one source of truth.
- Contact Management Software — Unified contact records enriched with orders, invoices, tickets and activity.
- Sales Activity Tracking — Calls, emails, meetings and tasks rolled up automatically per rep, account and deal.
- Lead Scoring Software — AI-powered propensity scores that actually reflect revenue, not clicks.
- Customer Segmentation Software — Dynamic audiences built on orders, payments, tickets and behavioral signals.
- Marketing Campaign Software — Multi-channel campaigns, segmentation, and calendar orchestration.
- Customer Journey Automation — Triggered drips, retargeting and lifecycle flows without middleware.
- Marketing Attribution Software — Channel-level CAC and LTV tied to closed-won revenue from the ledger.
- Programmatic SEO Platform — Spin up thousands of landing pages without engineering tickets.
- Configure, Price, Quote (CPQ) Software Wired to Engineering & ERP — Build complex multi-option quotes with live BOM costing, margin guardrails, and instant conversion into production work orders.
Configured for Your Industry
- Deals for General Contractors
- Deals for Residential Construction Companies
- Deals for Remodeling & Renovation Contractors
- Deals for Roofing Contractors
- Deals for Electrical Contractors
- Deals for Plumbing Contractors
- Deals for HVAC Contractors
- Deals for Retail Stores
- Deals for Fashion Retailers
- Deals for Furniture Stores
- Deals for Jewelry Stores
- Deals for Pet Stores
- Deals for Direct-to-Consumer (DTC) Brands
- Deals for Subscription Box Companies
- Deals for Distributors
- Deals for HVAC Companies
- Deals for Plumbing Companies
- Deals for Electrical Service Companies
Deploy Deal Management Software in 30 days.
Book a free 30-minute strategy call. We map your data model, configure the module on your canonical database, and run a parallel cutover.
- Monthly base + 1% of eligible revenue
- Unlimited builds
- Month-to-month
Monthly plan · No setup fee
