Features That Make Things Easy and Better for You




Boost Sales with Smart Automation
Boost Sales with Smart Automation
Boost Sales with Smart Automation
ConnectaCRM helps you close more deals by automating repetitive tasks and speeding up your process. Spend less time on busy work and more time on what matters—making sales!
ConnectaCRM helps you close more deals by automating repetitive tasks and speeding up your process. Spend less time on busy work and more time on what matters—making sales!
ConnectaCRM helps you close more deals by automating repetitive tasks and speeding up your process. Spend less time on busy work and more time on what matters—making sales!
Copy Details Fast: Copy lead or customer info with one click to save time.
Manage your tasks and calendar events in one place
Manage your tasks and calendar events in one place
Instant Quotes: Generate accurate quotes in seconds with no extra steps.
Instant Quotes: Generate accurate quotes in seconds with no extra steps.
Instant Quotes: Generate accurate quotes in seconds with no extra steps.
Automatic Updates: Send SMS and email updates to keep customers informed at every stage.
Automatic Updates: Send SMS and email updates to keep customers informed at every stage.
Automatic Updates: Send SMS and email updates to keep customers informed at every stage.


Customizable Reminders & Notifications
Customizable Reminders & Notifications
Customizable Reminders & Notifications
NoteSync helps you manage your to-dos, jot down notes, capture ideas, and keep track of essential details all in a single, user-friendly platform.
NoteSync helps you manage your to-dos, jot down notes, capture ideas, and keep track of essential details all in a single, user-friendly platform.
NoteSync helps you manage your to-dos, jot down notes, capture ideas, and keep track of essential details all in a single, user-friendly platform.
Set custom reminders for tasks and events
Set custom reminders for tasks and events
Set custom reminders for tasks and events
Receive reminders via email, push notifications, or directly in-app
Receive reminders via email, push notifications, or directly in-app
Receive reminders via email, push notifications, or directly in-app
Easily snooze or reschedule reminders for flexibility
Easily snooze or reschedule reminders for flexibility
Easily snooze or reschedule reminders for flexibility




Seamless Multi-Platform Syncing
Seamless Multi-Platform Syncing
Seamless Multi-Platform Syncing
TaskVault functions as your personal organizer, where you can keep track of tasks, save notes, record thoughts, and store critical information
TaskVault functions as your personal organizer, where you can keep track of tasks, save notes, record thoughts, and store critical information
TaskVault functions as your personal organizer, where you can keep track of tasks, save notes, record thoughts, and store critical information
Easily assign tasks and track progress, keeping everyone
Easily assign tasks and track progress, keeping everyone
Easily assign tasks and track progress, keeping everyone
Share calendars with your team, enabling better coordination
Share calendars with your team, enabling better coordination
Share calendars with your team, enabling better coordination
Collaborate on tasks with your team in real time
Collaborate on tasks with your team in real time
Collaborate on tasks with your team in real time



Collaborative Task Sharing & Team Scheduling
Collaborative Task Sharing & Team Scheduling
Collaborative Task Sharing & Team Scheduling
IdeaManager serves as your digital assistant, allowing you to handle tasks, record notes, capture inspirations, and store important data
IdeaManager serves as your digital assistant, allowing you to handle tasks, record notes, capture inspirations, and store important data
IdeaManager serves as your digital assistant, allowing you to handle tasks, record notes, capture inspirations, and store important data
Integrate with Google Calendar, Outlook, and Apple Calendar
Integrate with Google Calendar, Outlook, and Apple Calendar
Integrate with Google Calendar, Outlook, and Apple Calendar
Connect with productivity tools like Slack, Trello, or Asana
Connect with productivity tools like Slack, Trello, or Asana
Connect with productivity tools like Slack, Trello, or Asana
Access your tasks and events on desktop or mobile
Access your tasks and events on desktop or mobile
Access your tasks and events on desktop or mobile
Frequent question
Frequent question
Got Questions? We've Got Answers
Got Questions? We've Got Answers
Got Questions?
We've Got Answers
the award-winning calendar app with powerful features including intuitive natural language text parsing.
the award-winning calendar app with powerful features including intuitive natural language text parsing.
the award-winning calendar app with powerful features including intuitive natural language text parsing.
What is ConnectaCRM?
ConnectaCRM is an all-in-one solution for auto transport brokers that includes features like SMS and email automation, task management, contract e-signatures, payrolling, and customer filters to keep your operations smooth and efficient.
How do I get started?
Is my data secure with ConnectaCRM?
Do I need a credit card for the free trial?
What is included in the 14-day free trial?
How do I claim the $100 coupon?
How is my data kept secure?
Do you have access to my account or data?
Can my data be accessed by other companies or third parties?
Can I export my data if I stop using ConnectaCRM?
Can I import my data from my previous system into ConnectaCRM?
What is ConnectaCRM?
ConnectaCRM is an all-in-one solution for auto transport brokers that includes features like SMS and email automation, task management, contract e-signatures, payrolling, and customer filters to keep your operations smooth and efficient.
How do I get started?
Is my data secure with ConnectaCRM?
Do I need a credit card for the free trial?
What is included in the 14-day free trial?
How do I claim the $100 coupon?
How is my data kept secure?
Do you have access to my account or data?
Can my data be accessed by other companies or third parties?
Can I export my data if I stop using ConnectaCRM?
Can I import my data from my previous system into ConnectaCRM?
What is ConnectaCRM?
ConnectaCRM is an all-in-one solution for auto transport brokers that includes features like SMS and email automation, task management, contract e-signatures, payrolling, and customer filters to keep your operations smooth and efficient.
How do I get started?
Is my data secure with ConnectaCRM?
Do I need a credit card for the free trial?
What is included in the 14-day free trial?
How do I claim the $100 coupon?
How is my data kept secure?
Do you have access to my account or data?
Can my data be accessed by other companies or third parties?
Can I export my data if I stop using ConnectaCRM?
Can I import my data from my previous system into ConnectaCRM?




Get Started for Free Today!
Experience the ConnectaCRM Difference Without Any Cost
Get a 14-day free trial to see how it can grow your business. Prefer a walkthrough? Book a demo meeting today—no credit card needed!




Get Started for Free Today!
Experience the ConnectaCRM Difference Without Any Cost
Get a 14-day free trial to see how it can grow your business. Prefer a walkthrough? Book a demo meeting today—no credit card needed!
Get Started for Free Today!
Experience the ConnectaCRM Difference Without Any Cost
Get a 14-day free trial to see how it can grow your business. Prefer a walkthrough? Book a demo meeting today—no credit card needed!