Run Your Business — Not Your Inbox

All-in-one CRM to manage clients, appointments, documents, payments, and follow-ups in one simple system.

Recommended by Ernie for growing businesses.

Does This Sound Familiar?

📅

Appointments in different places

📱

Notes saved on your phone

📧

Contracts sent through email

💬

Clients texting you at all hours

📋

No organized client database

Missed follow-ups

Most small businesses don't need complicated software.
They just need everything in one place.

Meet Conecta CRM

A simple system that keeps your business organized and professional.

Keep all client information in one place

Schedule and manage appointments

Send contracts and collect e-signatures

Automate reminders

Track payments

Send invoices

Organize tasks

Follow up automatically

Stay in control of your workflow

No tech headaches. No complexity.

What It Actually Does for You

Instead of juggling apps, you get:

🔐

One Login

Access everything with a single account

📊

One Dashboard

See your entire business at a glance

👥

One Organized Client System

Everything structured and easy to find

That means:

  • Fewer missed appointments
  • Faster payments
  • Less back-and-forth
  • More professionalism
  • More referrals
  • More organized

Who It's For

Conecta works for:

Contractors

Consultants

Service Providers

Agencies

Tax Professionals

Medical Offices

Real Estate Teams

Small Businesses

If you have clients — this is for you.

Simple Comparison

Without Conecta
With Conecta
Texts + emails everywhere
Organized client messaging
Paper contracts
Digital signatures
Manual reminders
Automated follow-ups
Scattered notes
Structured client profiles
Missed payments
Tracked invoices & reminders

"We recommend Conecta because it helps business owners stay organized and operate more professionally."

– Ernie, New England Tax Services

Ready to Get Organized?

Stop juggling apps. Start running your business with structure.