[ Connect... Reviews ](https://www.g2.com/products/connectbase/reviews) [ Connect... Reviews ](https://www.g2.com/products/connectbase/reviews) # Connectbase Features ##### ## Configuration - cpq (5) Product Catalog Allows users to search, filter, sort and select items to be added to quote Guided Selling Based on answering questions about customers the configurator automatically selects the best fit products Configuration Rules Rules ensure that users select only compatible options and that all required items are included Price Configuration Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price Visual Configuration Images can be displayed of options to enable users to visualize product options as it is being configured Show More ##### ## Pricing (6) Pricing Flexibility Ability to support multiple pricing models for one-time, recurring, and other items Discounting Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements Commerical Rules Allows rules to be written in commercial process so that users don't make errors in pricing, terms, and other commercial considerations Terms and Conditions Ensure that users automatically include the right terms based on items being quoted Approval Workflow Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly Renewals Allows users to renew existing contracts based on contracted pricing and existing assets already owned Show More ##### ## Quoting (4) Grouping Ability to easily group items on quotes; apply and manage discounts and pricing by group Quote Document Generation Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word) Ordering Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration Contracts Ability to convert accepted quotes into contracts; set up of required assets and contracts Show More ##### ## Admin (3) Configuration Ease of Admin Easily build and maintain configurator; flexibility to easily embed all desired business logic Pricing Administration Can easily build and maintain pricing logic required by business Workflow Management Easily build and maintain workflows, misc commercial fields, commercial rules Show More ##### ## Channels (2) Mobile User Support Supports users working on a mobile devide (phone and/or tablet) Channel Partner Support Provides functionality for channel partners to configure, price, quote and buy products in a self service environment Show More ##### ## Platform (11) CRM Integration CRM integration is flexible and easy to maintain Integration API System provides API's that can be used to easily integrate to financial and other 3rd party systems Scalability Provides ability for very large quotes, number of products, users, rules, required by enterprise level customers Reporting and Dashboards Easily generate desired reports and dashboard on configurations, pricing, and quoting ERP Integration ERP integration is flexible and easy to maintain Search Provides users with search tools in order to find the data they need quickly User, Role, And Access Management Allows users to grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Mobile User Support Allows software to be easily used on multiple mobile devices, including phone and tablet devices Alerts Provides features for email and messaging alerts surrounding contact and company updates Collaboration Allows multiple users to access and collaborate on the platform Compliance Provides features for users to follow domestic and international privacy and data colelction compliance laws Show More ##### ## Cartography (4) Map Design Ability to create a map from different perspectives and with varying geographic features. Vector Mapping Create a map made up of points and lines that may have additional information assigned to them. Data Visualization Ability to translate data and metrics into charts, graphs, and other ways to communication information. Overlaying Visualize different forms of data in one single image. Show More ##### ## Analysis (7) Predictive Analysis Make informed decisions and predict patterns based on data. Distance Analysis Select a point on the map and display data within a certain radius. Spatial Analysis Use data to gather information about a specific location's geographic features. Data Stream Study data in live time to analyze any changes happening in the location. Custom Dashboards Allows users to create custom market intellignece dashboards Reports Allows users to build and export reports for market data Integrations Allows users to inegrate dashboards with analytics platforms, CRMs and marketing automation software Show More ##### ## Reporting (3) Data Transformation The ability to convert the format of source data to one required for the reporting system. WYSIWYG Design Easily design and refine dashboards and reports. API Integrations Integrating APIs that allow you to customize your tool as needed. Show More ##### ## Data collection (5) Natural Language Processing (NLP) Provides NLP features for filtering data collection down to specific data points Data Sources Provides a wide selection of data sources for aggregated news and MARKET data Custom Research Sources Allows users to make custom data collection queries Lead Enrichment Provides features for users to verify, correct, and include additional information to a lead in order to enhance data accuracy Advanced Data Collection Provides advanced data points including but not limited to company size, org charts, technology installs, company funding history, Show More ##### ## Segment Trending (4) Web Provides features for tracking competitors websites including information such as pricing changes or new product features Social Provides features for tracking competitor activity on social media Benchmarks Allows users to benchmark their product against other competitors in order to understand competitive position in the market Finance Allows users to know how much financing has flowed to a particular industry with real deal activity visualizations Show More ##### ## Generative AI - cpq (3) Dynamic Quoting Generate personalized quotes and proposals that corresponds with each customer's tailored preferences and buying behavior Dynamic Pricing Analyzes data to suggest price adjustments instantly based on competitor pricing, demand, market prices, production costs, and other factors Personalized Sale Recommendations Enhances guided selling by learning customer preferences and suggesting the most suitable products and services based on their individual needs Show More ##### ## Agentic AI - Market Intelligence (2) Cross-system Integration Works across multiple software systems or databases Proactive Assistance Anticipates needs and offers suggestions without prompting Show More [ ![Alteryx](https://images.g2crowd.com/uploads/product/hd_favicon/5200f776b24b5976b8f7d151d1d2e8fd/alteryx.svg "Alteryx") Sponsored Alteryx 4.6/5 (817) Visit Website ](javascript:void(0)) ## Top-Rated Alternatives [ ![Esri ArcGIS](https://images.g2crowd.com/uploads/product/hd_favicon/1530900667/esri-arcgis.svg "Esri ArcGIS") Esri ArcGIS 4.5/5 (515) ](https://www.g2.com/products/esri-arcgis/reviews) [ ![Agentforce Revenue Management (formerly Salesforce Revenue Cloud)](https://images.g2crowd.com/uploads/product/hd_favicon/826ce87155a61f72d3dfd92c5283eed8/agentforce-revenue-management-formerly-salesforce-revenue-cloud.svg "Agentforce Revenue Management (formerly Salesforce Revenue Cloud)") Agentforce Revenue Management (formerly Salesforce Revenue Cloud) 4.2/5 (1,408) ](https://www.g2.com/products/agentforce-revenue-management-formerly-salesforce-revenue-cloud/reviews) [ ![GTM Workspace - Powered by ZoomInfo](https://images.g2crowd.com/uploads/product/hd_favicon/36867c47db8f838807091d68c3f2f753/gtm-workspace-powered-by-zoominfo.svg "GTM Workspace - Powered by ZoomInfo") GTM Workspace - Powered by ZoomInfo 4.5/5 (8,870) ](https://www.g2.com/products/gtm-workspace-powered-by-zoominfo/reviews) [ View All Alternatives ](https://www.g2.com/products/connectbase/competitors/alternatives) Connectbase Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_bf759656c2fc2418d024f021d5828442/esri-arcgis.png "Product Avatar Image") Esri ArcGIS 4.5/5 (539) [ Compare Now ](https://www.g2.com/compare/connectbase-vs-esri-arcgis) ##### Categories on G2 [ Location Intelligence ](https://www.g2.com/categories/location-intelligence)[ Market Intelligence ](https://www.g2.com/categories/market-intelligence)[ CPQ ](https://www.g2.com/categories/cpq) ##### Explore More [ Which social media advertising platform offers the best audience targeting? 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