ConnectAndSell

ConnectAndSell is a web-based B2B sales platform built around assisted access to difficult-to-reach decision-makers. It suits sales organizations that need calling workflows, contact intelligence, coaching, and management reporting in one service rather than a basic standalone dialer. The trade-off is a short evaluation window and pricing that requires a sales conversation.

Overview

Founded by Shawn McLaren in 2006 and headquartered in Los Gatos, California, ConnectAndSell targets CEOs and founders, sales leaders, representatives, sales operations, and marketing teams. Its central distinction is the choice between rapid connection to whoever answers and human-assisted routing to a named prospect. That makes it particularly relevant to structured outbound teams and account-focused programs, while smaller users wanting a simple self-serve calling app may find its operating model more than they need.

Key features

Two routing approaches

Express Connect puts a representative through to the first live voice it reaches, bypassing gatekeepers, phone trees, and voicemail. It is the practical choice when maximizing live conversations matters more than reaching one specific person. Precision Connect uses human agents to work with executive assistants and gatekeepers, routing the call to a named target. That approach better fits account-based outreach where the identity of the decision-maker is central to the campaign.

Intelligence, coaching, and integrations

CASSi AI adds phone numbers to contact records, prioritizes numbers using intent signals, transcribes and summarizes conversations, and scores calls against a skills rubric. Live coaching, pipeline attribution, targeting, analytics, and real-time reporting extend the product beyond dialing into performance management. Connections for Salesforce, HubSpot, Microsoft Dynamics, Outreach, Salesloft, Gong, and Chorus help teams align calling with their existing sales and conversation systems.

Security and support

ConnectAndSell describes encryption for data in transit, multi-factor authentication, role-based access controls, continuous monitoring, and threat detection. It also describes GDPR, SOC 2, and TCPA compliance, with human agents involved in TCPA compliance. Customer Success provides tailored onboarding, training, ongoing coaching, real-time feedback, and scheduled or ad-hoc support, which is useful for organizations that need implementation guidance rather than a purely self-directed rollout.

Pricing

ConnectAndSell uses paid, seat-based plans with pricing on request. A free option exists, but the no-cost Test Drive Experience lasts one day and requires no CRM integration, so it is a brief introduction rather than a meaningful long-term free tier.

• Test Drive Experience: free for one day. It is suitable for a quick orientation, but the single-day term limits extended workflow evaluation.
• Flight School: Custom pricing, billed seat based, for up to five students. It includes four structured three-hour cold-call training sessions and Precision Connect during the program. This is the training-focused entry for teams building foundational calling skills, not a general production plan.
• Express Connect: Custom pricing, billed seat based. It includes first-live-voice routing, no phone-number restrictions, unlimited phone-number enrichment, CASSi AI Assistant, and a dedicated Customer Success Manager. Choose it when connection volume is the priority.
• Precision Connect: Custom pricing, billed seat based. It includes named-target routing, no phone-number restrictions, unlimited phone-number enrichment, CASSi AI Assistant, and a dedicated Customer Success Manager. It is the stronger fit for executive or account-specific prospecting.

Because prices are not published, budget comparisons require direct contact. The seat-based structure also makes team size a material cost consideration.

Platforms

ConnectAndSell is offered on the web. Its integrations can connect the service to major CRM, sales-engagement, and conversation-intelligence products, but the product itself is not presented as a native desktop or mobile application.

Who it's for

Choose ConnectAndSell for outbound sales teams that need human-assisted access to hard-to-reach contacts, managers who want coaching and call scoring, or organizations that need prospecting activity tied to pipeline reporting. Express Connect favors broad live-contact volume; Precision Connect favors named-account work. It is less suitable for buyers who need transparent monthly rates, a long free period, or a simple dialer without assisted routing and management layers.

Pros and cons

• Pros: Express and Precision Connect support different outreach goals; CASSi combines enrichment, intent-based prioritization, transcription, summaries, and scoring; live coaching and attribution support managerial oversight; broad CRM and sales-tool integrations; documented security controls and compliance commitments; dedicated Customer Success is included in the two main Connect plans.
• Cons: Main-plan prices are custom, making budgeting slower; the free Test Drive lasts only one day; seat-based billing can matter for larger teams; web-only access may not suit organizations requiring dedicated mobile or desktop clients; human-assisted routing is unnecessary for buyers seeking a minimal self-service dialer.

Alternatives

For a wider category comparison, see Sales Dialer Software. Callmaker is preferable if you need API, macOS, web, and Windows access, a long full-function free pilot, or a published 69.00 EUR annual Standard price. DialerJazz suits technically minded users wanting a free, MIT-licensed, self-hosted web/API option.

JustCall Sales Dialer is a better fit when Android, iOS, desktop, extension, and web coverage plus a 29.00 USD-per-month annual Team plan matter. Callingly offers a paid, trial-based model with a 100.00 USD monthly Starter plan and included usage. CallTools is an alternative for contact-center deployments with month-to-month or annual billing and unlimited local and domestic long-distance minutes.

Mojo Dialer fits buyers seeking a 10.00 USD monthly caller-ID option on Android, iOS, and web. Channels is a freemium choice with a 24.00 USD monthly annual-billing Plus plan, five phone numbers, and three included users. DialerBee suits teams wanting Android, iOS, web, and API access with a 69.00 USD monthly Starter plan for up to 20 agents.

Verdict

ConnectAndSell is a strong choice for sales organizations that value assisted access to hard-to-reach decision-makers and want enrichment, coaching, call intelligence, and reporting around that process. Pick Express Connect for live-contact volume or Precision Connect for named targets. Look elsewhere if transparent pricing, a genuinely extended free plan, or platforms beyond the web are essential.