About SPConnect

Connect Software was designed by and for commercial HVAC contractors but was exclusive to SPGroup membership until February of 2021. Now all commercial HVAC contractors have access to the product that helped our members grow their business by an average of 20% per year!

Equipment/asset management, contact and customer management, pricing tool, document generator, and robust CRM.


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Supported Operating System(s):

13 Reviews of SPConnect

Average User Ratings

Overall

4.69 / 5 stars

Ease-of-use

4.5

Value for money

5.0

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(9)

9

4 stars

(4)

4

3 stars

(0)

0

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 13 results

April 2021

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

April 2021

Great Sales Tool

Connect Software has been a great addition to our organization. The customer support team is friendly and responsive. I couldn't ask for a better group to partner with.

Pros

Connect Software allows us to manage our current customers and prospects better. Project agreements can be generated easily from anywhere and have allowed us to get proposals to customers faster. Service Agreements start with entering the equipment inventory, which allows us to manage that piece of equipment all the way through its life inside an agreement. We also use the equipment inventory to upload photos to highlight equipment to a customer during the sales process. One of the best benefits in addition to faster proposal delivery is the quality of the documents created. Connect generates high-quality, professional documents for every stage of a Project or Service Agreement.

Cons

I wish they could take over my operations software next! I'm told it is in development.

April 2021

Carl from Expert Services, LLC.

Company Size: 11-50 employees

Industry: Facilities Services

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

5.0

Customer support

4.0

Functionality

3.0

April 2021

Connect Software review

The reviewing of the sales proposals have reduced my time since the pricing structure is basically untouchable by the sales people.

Pros

Overall the concept is the greatest, it has a vast amount of data spread throughout the entire package.

Cons

For our business, we offer other services that are not listed so to consolidate them all to one is a big undertaking. Small bugs that pop up from maybe not testing before pushing the update(s). It would be wonderful to know a head of time when the updates were happening.

Reasons for Choosing SPConnect

ESC was in the mode of forcing everyone to the cloud based side but they did not carry the ESC box over with it. This made it very hard to integrate. Microsoft Dynamics GP was worse on the accounting side.

Reasons for Switching to SPConnect

[SENSITIVE CONTENT HIDDEN] who developed Perfectware sold it to one of his employees [SENSITIVE CONTENT HIDDEN] still runs Perfectware but at the invention time for CONNECT [SENSITIVE CONTENT HIDDEN] platform became outdated and Microsoft dumped that platform. Looking for another solution we became a BETA for CONNECT. It was the connection that we needed. Sales went up as the presentation is fabulous.

Response from Connect Software

Replied April 2021

Thank you for the feedback, Carl! As one of our BETA testers, you certainly had your share of issues to report. We sincerely appreciate your partnership and look forward to witnessing your continued success!

April 2021

Guy from McCarl's Services

Company Size: 51-200 employees

Industry: Mechanical or Industrial Engineering

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

April 2021

Less stress

Using it daily to keep track of leads / write proposals

Pros

The proposal writing aspect of this is making my job a little easier

Cons

Good program, just took some getting used to

Response from Connect Software

Replied May 2021

Thank you for the review, Guy!

June 2021

Michael from McCarl’s Services Inc.

Company Size: 51-200 employees

Industry: Construction

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

June 2021

Great for HVACR Service teams

Pros

Connect is tailored for our use as an HVACR service provider that needs both closely track the many leads and proposals generated by our sales development team, as well as organize and manage the relationships with our current client base. Being able to handle the entire sales process from lead generation all the way through to the booking package limits the amount of paperwork and streamlines the sales process so our team can focus more of their time on generating more leads and contacts. The fact that it is built with all the industry terminology, data, and other specifics for our industry allowed for quick implementation.

Cons

As a software platform that is being enhanced and expanded, the typical bugs can be expected and seen at times. Support team has been excellent at following up and resolving in reasonable amount of time and with good communication though which is helpful.

April 2021

Michael from Maxair Mechanical, LLC

Company Size: 10,000+ employees

Industry: Facilities Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

April 2021

Best software I've used. Speeds up the sales process 10 fold.

This software has been a game changer in the HVAC market, the speed and easy of producing a proposal for repairs, project, and maintenance. Always having the customers information at your finger tips has been great for business. Also, being able to track sales leads, sales activity has increased sales and the probability of closing a sale. I know there is details I missed about the things Connect Software does, I would high recommend this product to anyone in the industry!

Pros

First thing I like most of all would be the speed at which I can produce a well laid out, details proposal and agreements. The next would be the easy of access to all the information that is store for each and every customer in the database. I can log on to the website any where at any time and look at a customers equipment list, repair quote, project proposals, etc.., and relay that information over.

Cons

That this software wasn't available soon! Honestly, the only issues I have with the software is during updates. Sometime following an update the system has one or two items that need to be fixed, but they are minor issues that are fixed promptly. We have never lost any information that was enter during an update.

Reasons for Switching to SPConnect

The older software couldn't keep up with the evolving industry, customers need information a nd work to be handled fast then ever nowadays.