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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Tailored specifically for the Commercial HVAC Service sector, Connect Software has demonstrated its ability to boost service contractors' annual growth by an average of 20%. It offers an all-encompassing solution for asset and equipment management, customer management, and pricing for various service agreements, including project contracts and "Quick Quotes." Additionally, Connect generates 28 customized, professionally branded documents and features a powerful CRM, along with comprehensive field and contract management functions. With Connect Sales, you'll never miss a proposal or lead again, as it ensures complete transparency for all opportunities generated, resulting in a continually expanding list of "warm leads." You can manage what information is presented to customers, including polished presentations and updated Terms & Conditions. Moreover, user-friendly access to customer data, proposals, sales dashboards, and more is available from any device with Internet connectivity, enhancing overall efficiency, communication, and professionalism in a unified solution. This integration not only streamlines operations but also empowers contractors to focus more on growth and client relationships.

Description

HeyOne is a cloud-based software solution designed specifically for dealers of forklifts and industrial equipment, rental services, and maintenance teams. This platform merges a product website and lead management inbox with comprehensive CRM workflows to handle customer inquiries, equipment configurations, quotes, approvals, orders, and payment schedules efficiently. Teams have the ability to associate deliveries with specific machines and their serial numbers, monitor hour-meter readings, document service histories, track maintenance schedules based on operational hours, and delegate repairs through technician work orders. A dedicated customer portal allows each client to access their fleet details, quotes, and service documentation seamlessly. The system also consolidates inquiries from website chats, forms, Facebook, Zalo, and phone hotlines into a unified queue, while providing catalog pages showcasing various equipment models. Additionally, its AI-powered assistant named Mira can create drafts for quotes, contacts, and notes, which can then be reviewed, integrating with ChatGPT and Claude through the MCP. Furthermore, users have the flexibility to export data in Excel format for further analysis or record-keeping. This comprehensive approach ensures that all aspects of customer interaction and equipment management are streamlined for optimal efficiency.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

No images available

Integrations

ChatGPT No 
Claude No 
Facebook No 
Model Context Protocol (MCP) No 
Zalo No 

Integrations

ChatGPT Yes 
Claude Yes 
Facebook Yes 
Model Context Protocol (MCP) Yes 
Zalo Yes 

Pricing Details

$99
Free Trial No 
Free Version No 

Pricing Details

$120/month
Web + CRM is $120/month per company and includes 5 people. Complete is $150/month for 10 people; Complete + Website is $220/month for 10 people. Annual prepayment discounts are 10% for one year or 20% for two years; taxes are extra. Additional users cost $75/month per pack of five.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Connect Software

Founded

2016

Country

United States

Website

www.connectsoftware.com

Vendor Details

Company Name

TFV Industries

Founded

2026

Country

Vietnam

Website

heyone.app

Product Features

Contract Management

Buy Side (Suppliers) No 
Completion Tracking No 
Compliance Tracking No 
Contract Lifecycle Management No 
Electronic Signature No 
Full Text Search No 
Government Contracts No 
Pre-built Templates No 
Sell Side (Customers) No 
Specialty Contracts No 
Version Control No 
Workflow Management No 

Product Features

Equipment Rental

Asset Tracking No 
Barcoding No 
Billing and Invoicing No 
Customer Management No 
Inventory Management No 
Maintenance Management No 
Order Management No 
Reservations Management No 
Utilization Reporting No 

Field Service Management

Billing & Invoicing No 
Contact Database No 
Contract Management No 
Customer Database No 
Dispatch Management No 
Electronic Signature No 
Inventory Management No 
Mobile Access No 
Payment Collection in the Field No 
Quotes / Estimates No 
Routing No 
Scheduling No 
Service History Tracking No 
Time Clock No 
Work Order Management No 

Alternatives

Alternatives

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