Manage Your Business Smarter With CRM
Connectly is a web-based Customer Relationship Management system that brings leads, customers, sales, billing, support, activities, notifications and reports together in one centralized platform.
Everything Your Team Needs In One Platform
From your first lead to customer support and business analytics, Connectly keeps your entire workflow connected.
Leads & Sales Pipeline
Capture potential customers, manage customer accounts and track every sales opportunity through your pipeline.
- Capture and track potential leads
- Convert qualified leads directly into Customers
- Centralized customer records
- Link customers with deals, invoices, tickets and products
- Track deals through New, Negotiation, Won and Lost stages
- Drag and update sales pipeline stages
Billing & Invoicing
Create professional invoices, record payments and automatically track outstanding balances.
- Create itemized invoices
- Download invoices as PDF
- Email invoices directly to customers
- Record cash, bank transfer, cheque, card and UPI payments
- Automatic unpaid, partial and paid status tracking
- Issue credit notes for refunds and adjustments
- Automatic notifications when invoices are fully paid
Products & Services Catalog
Maintain a centralized catalog for all products and services used across your business.
- Maintain product and service catalog
- SKU management
- Rate and pricing information
- Product or service type
- Active / inactive status
- Assign products and services to staff
- Link products with customers, invoices and tickets
Customer Support & Helpdesk
Manage customer issues through structured support tickets, staff assignments and conversation threads.
- Create and track support tickets
- Assign tickets to staff members
- Reply through conversation threads
- SLA response-time tracking
- File attachments on tickets
- Email notifications for ticket events
- Track ticket creation, updates and assignments
Activities & Calendar
Keep your team organized with tasks, calls and meetings linked directly to leads, deals and customers.
- Create tasks, calls and meetings
- Connect activities with leads
- Connect activities with deals
- Connect activities with customers
- Due-date reminders
- Email and notification reminders
- Calendar view for scheduled activities and events
Reporting & Analytics
Turn your business data into useful insights with centralized dashboards and detailed reports.
- Business dashboard with key metrics
- Dedicated Sales reports
- Lead reports
- Invoice reports
- Ticket reports
- Filtering and data analysis
- Export reports to Excel
Smart Notifications
Stay updated with important business events through in-app notifications and email alerts.
- Centralized in-app notification center
- Email alerts for important events
- New lead assignment notifications
- Deal assignment notifications
- Ticket created and assigned notifications
- Invoice payment notifications
- Activity and due-date reminders
User Management & Permissions
Control access across your organization with role-based permissions and fine-grained user overrides.
- Admin role with full access
- Manager role with controlled access
- Sales Rep role for sales operations
- View, create and edit permissions by module
- Per-user permission overrides
- Admin-only Settings and User Management
- Audit Log records who changed what and when
Help & Documentation
Give your team easy access to product documentation and step-by-step guidance whenever they need it.
- Built-in Help module
- Online user manual
- Downloadable PDF documentation
- Screenshots for easier understanding
- Useful guidance for everyday CRM operations
From First Lead To Customer Success
Connectly connects the complete customer journey, from capturing a lead to closing sales, collecting payments and providing ongoing support.
The Right Access For Every Team Member
Connectly gives your team the access they need while keeping sensitive business operations under control.
Admin
Full system access including user management, settings, permissions and audit logs.
Manager
Manage team activities, leads, customers, deals, reports and other permitted business operations.
Sales Rep
Focus on leads, customers, deals, activities and sales operations according to assigned permissions.
Ready To Experience Connectly CRM?
Explore the live Connectly dashboard and discover how your team can manage leads, customers, sales, billing, support and business operations from one platform.
View Live CRM Demo
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