Every connection matters
Features
Accounts & Contacts
The heartbeat of your business, organized.
Stop digging through spreadsheets and fragmented folders. Connectly provides a centralized hub for every person and company you interact with. View a 360-degree profile of your customers, including custom fields, linked documents, and full communication history. Whether you are a solo operator or a growing team, our MariaDB-powered backend ensures your data is synced and accessible across every workstation instantly.
Interactions
Every conversation, captured in a unified feed.
Build a chronological memory of your customer relationships. Log calls, emails, and meetings with ease, and use User Tagging to loop in colleagues directly within the interaction feed. By keeping a transparent trail of every touchpoint, your team stays aligned, ensuring that no matter who picks up the phone, they have the full context of the relationship.
Tasks
Stay productive with a dashboard that works for you.
Manage your to-do list without ever leaving your CRM. Assign tasks to yourself or team members, set priority levels, and link them directly to specific accounts or opportunities. With built-in follow-up alerting, Connectly acts as your personal assistant, nudging you when a deadline approaches so that no lead ever goes cold and no promise goes unfulfilled.
Opportunities & Orders
Turn leads into revenue with a streamlined pipeline.
Track your sales journey from the initial handshake to the final invoice. Connectly’s Opportunity management allows you to forecast revenue and monitor your pipeline stages at a glance. Once the deal is closed, transition seamlessly into Order Processing to handle the logistics of the sale. It’s a complete workflow designed to reduce administrative friction and keep your sales team focused on closing.
Document Management Service (DMS)
Your documents, exactly where they belong.
Ditch the messy folder structures. Connectly’s integrated DMS allows you to attach contracts, quotes, and technical specs directly to customer records and orders. Because your data is stored on your own infrastructure, you maintain total control over your sensitive files while ensuring they are instantly searchable and retrievable by any authorized user on the network.
Powered by MariaDB
Connectly is powered by MariaDB, one of the world’s most trusted and high-performance database engines. By utilizing this robust architecture, we ensure that your CRM remains lightning-fast, even as your database grows to include thousands of contacts and years of history. Because MariaDB is open-source and industry-standard, you aren't locked into a proprietary format—your data remains yours, hosted on your terms, and protected by enterprise-level security.
(C) Copyright John Hart. All rights reserved!