- Representatives need more live B2B conversations without manually dialing and navigating phone systems: ConnectAndSell executes parallel dials and transfers a live connection to the representative, while its current editions combine human assistance with AI optimization.
- The team is willing to speak with the first live person reached: Express Connect is specifically packaged around first-live-voice connection and hands that person to the customer's representative.
- The campaign requires direct access to named decision-makers behind phone trees or gatekeepers: Precision Connect uses human agents to navigate those obstacles and transfers the call only after reaching the named target.
- The buyer wants predictable seat-based costs rather than metered call-volume charges: The current pricing page states seat-based pricing and explicitly says there are no consumption-based fees.
- The outbound workflow must synchronize activity with established CRM or sales-engagement systems: The platform publishes CRM updates and named integrations including Salesforce, HubSpot, Microsoft Dynamics, Outreach, and Salesloft.
Sales & CRM / Sales Dialer Software
ConnectAndSell Review, Pricing, Pros & Cons
ConnectAndSell is a sales acceleration platform that uses Express Connect and Precision Connect to bypass voicemail, phone trees, and gatekeepers and connect reps with live prospects.
Research by Global Tool Radar Research SystemEvidence checked: Jul 28, 2026AI-assisted · No Global Tool Radar hands-on testView research methodology
Buying snapshot
Quick buying snapshot
A compact view of who this tool fits, what it costs, and what to confirm before choosing it.
- The buyer requires public numeric pricing or a self-service checkout decision: Both current software editions require a sales quote and publish no numeric seat rate.
- The organization wants an AI-only autonomous dialer with no human-in-the-loop service: Both current editions are explicitly human-assisted and AI-optimized; human involvement is central to the service and compliance model.
- The use case involves consumer or residential calling: The public online services agreement limits the service to legitimate business conversations and prohibits using it to call contacts in their homes.
- The buyer needs a publicly documented maximum number of parallel lines, mobile campaign operation, or local-presence controls before evaluation: The public materials establish parallel dialing but do not publish those exact product limits or controls.
- Seat-based custom quotes for Express Connect and Precision Connect, with no consumption-based fees.
- Express Connect · Requires quote · per seat · custom quote
- No permanent free plan is published. ConnectAndSell offers a free one-day Test Drive Experience as a time-limited evaluation.
Product scope
Product functionality and purchase scope
This review covers the current ConnectAndSell B2B sales-acceleration platform and its two seat-based, quote-priced connection editions. The service combines platform software, AI-optimized parallel dialing, human-assisted connection work, CRM workflows, analytics, coaching, and customer-success support.
Product checked: Jul 28, 2026
- Express Connect, which hands the first live voice reached to the customer's sales representative
- Precision Connect, which uses human agents to navigate phone systems and gatekeepers until the named target is reached and then transfers the call
- Shared ConnectAndSell platform services and current features explicitly shown for the target editions
- Test Drive Experience, a free one-day evaluation rather than a permanent plan
- Flight School, a separate instructor-led training program that includes Precision Connect use only during the program
- Standalone or separately packaged CASSi capabilities beyond the CASSi AI Assistant and phone-number enrichment explicitly listed for the target editions
- Third-party CRM, sales-engagement, and conversation-intelligence products connected through integrations
- Flight School: A separate instructor-led cold-call training program for up to five students. Precision Connect use is included only during the program, so Flight School is not a ConnectAndSell software edition.
- Requires quote · per seat · custom quote · Up to 5 students
Pricing plans
ConnectAndSell pricing table
Pricing checked: Jul 28, 2026
Official factConfidence 96%1 linked source
Express Connect and Precision Connect are sold per seat through Contact Sales. Both pricing cards include human-assisted, AI-optimized operation, unrestricted phone-number coverage, unlimited phone-number enrichment, CASSi AI Assistant, and a dedicated customer success manager. The official pricing model says call volume does not create consumption-based fees. Numeric seat rates, contract terms, payment timing, renewals, and implementation charges are determined through the sales quote. Flight School is a separate seat-based training purchase that includes temporary Precision Connect use during the program.
Official pricing pagePlanPriceBest for
Express ConnectConnectAndSell Express Connect
- Requires quote · per seat · custom quote
Precision ConnectConnectAndSell Precision Connect
- Requires quote · per seat · custom quote
Plan upgrade triggers
Verified plan boundaries that can change the required edition.
The team needs ConnectAndSell human agents to broker gatekeeper and executive-assistant interactions and deliver the named target rather than the first live voice.
Supporting pricing evidenceProduct scope
What is included, connected, or sold separately
Material capabilities are separated by their verified relationship to the target product.
CASSi AI Assistant in both editionsIncluded capability
The pricing cards include CASSi AI Assistant; separately marketed CASSi capabilities are not assumed to be included unless named.
Plan: Express Connect: Included · Precision Connect: IncludedCASSi
CRM synchronization, conversation logging, and follow-up updatesIncluded capability
The agreement establishes CRM updates when integrated; the platform page names current CRM connections.
Human-assisted, AI-optimized dialing in both editionsIncluded capability
Both current pricing cards use the same human-assisted, AI-optimized designation.
Plan: Express Connect: Included · Precision Connect: Included
Live coaching and AI conversation scoringIncluded capability
Current official pages describe both live human coaching and CASSi scoring against a skill rubric; plan-specific packaging is not separately stated.
CASSi
Optional two-channel recording with area-code-based compliance handlingIncluded capability
The public agreement describes optional recording and reporting but does not establish separate pricing or edition-level availability.
Platform parallel dials after a user Go RequestIncluded capability
The public agreement establishes simultaneous parallel dials but does not publish a plan-specific line maximum.
Unlimited phone-number enrichment in both editionsIncluded capability
The current pricing cards explicitly include unlimited phone-number enrichment for both editions.
Plan: Express Connect: Included · Precision Connect: IncludedCASSi
HubSpot CRM integrationNative integration
The platform describes automatic synchronization of sales activities to HubSpot.
HubSpot
Microsoft Dynamics CRM integrationNative integration
The platform describes real-time synchronization to Microsoft Dynamics.
Microsoft Dynamics
Salesforce CRM integrationNative integration
The platform describes Salesforce as fully integrated for CRM updates and management.
Salesforce
First-live-voice connection in Express ConnectPlan-dependent capability
The official site presents Express and Precision as distinct modes; first-live-voice handoff is the defining Express connection state.
Plan: Express Connect: Included · Precision Connect: Unavailable
Human-brokered named-target connection in Precision ConnectPlan-dependent capability
Precision uses human agents to navigate phone systems, executive assistants, and gatekeepers until the named target is reached.
Plan: Express Connect: Unavailable · Precision Connect: Included
Flight School instructor-led training programSeparate product
Flight School is a separate seat-based training service; included Precision Connect use is limited to the program.
Flight School
Scoring method
How the score is calculated
The score uses the category-specific buying dimensions below and their displayed weights.
This page is based on public product information, official sources, structured feature data, and multi-model AI evaluation. It is not a hands-on lab test unless explicitly stated.
- Evidence confidence
- 85%
- AI claim confidence
- 96%
- Required-field evidence status
- 100%
- Evidence freshness
- 66%
- Field traceability
- 100%
- Model agreement
- 91%
Why this confidence level
- Evidence confidence uses source level and claim-to-source support; AI claim confidence is shown separately.
- Required-field evidence status measures whether weighted required claims have evidence links; it does not mean every product behavior was independently verified.
- 8 of 8 weighted claims have evidence links.
- 2 A1 documentary official sources and 7 A2 official product sources are linked.
- 5 independent review sources are retained, including 0 professional sources with an explicit hands-on method.
- No weighted claim is past the review window.
- No blocking evidence conflict was identified.
Dialing productivity modes25%
89The product supports two distinct outbound productivity modes: Express Connect transfers the first live voice reached, and Precision Connect keeps human agents working through phone systems and gatekeepers until the named target is reached, which gives buyers clear options for throughput-focused and named-account outreach.
Connection quality and answer rates15%
85The dialing model is built to bypass voicemail, phone trees, and gatekeepers and to connect reps with live prospects, which directly supports connection-oriented outreach, although the facts do not provide answer-rate metrics or capacity limits for a fuller performance assessment.
Call automation efficiency12%
78AI-optimized parallel outbound dialing and the CASSi AI Assistant automate list support and agent assistance, while the live connection step still depends on human-assisted operation rather than fully unattended end-to-end dialing.
Calling compliance controls12%
69The platform describes optional two-channel recording and a human-in-the-loop TCPA approach, which supports controlled calling practices, but the customer remains responsible for lawful sourcing, calling, and Do Not Call compliance, so governance still depends heavily on the buyer.
Recording, QA, and analytics12%
84Both main software editions support optional two-channel conversation recording, live coaching, AI conversation scoring, analytics, and reporting.
Routing and queue management12%
75Precision Connect provides human brokerage through phone systems and gatekeepers to a named target and Express Connect hands off the first live voice, delivering specialized connection paths rather than a broad traditional multi-queue ACD feature set.
CRM logging workflow8%
81The platform integrates with major CRMs including Salesforce, HubSpot, Microsoft Dynamics, Outreach, and Salesloft to automatically sync call statistics, log conversations, and create follow-up tasks.
Operational reliability4%
58The public 99% availability commitment is restricted to a narrow daily weekday window of 12:00 AM to 5:00 PM Pacific Time, leaving potential coverage gaps for teams operating outside these hours.
Public review signals
ConnectAndSell has public ratings across several major B2B software review platforms.
The strongest public signal is G2’s 4.3/5 from 234 reviews for ConnectAndSell. Smaller exact-product aggregates on Capterra, GetApp, and Software Advice each show 4.0/5 from 13 reviews, while TrustRadius shows 7/10 from 25 reviews.
Public review signals updated: Jul 28, 2026
Commonly reported strengths
- G2 and TrustRadius both surface efficiency and faster prospect connection as commonly reported strengths for ConnectAndSell.
- Capterra/GetApp/Software Advice reviews commonly emphasize ease of use and helpful support on the shared review-network pages.
Commonly reported concerns
- G2 and TrustRadius commonly surface connection delays, dropped calls, or handoff lag as concerns.
- Capterra/GetApp/Software Advice reviews commonly mention value-for-money as a weaker area on the shared review-network pages.
Capterra4/5
- Review count
- 13 reviews
- Source context
- Capterra ConnectAndSell reviewsExact product
G24.3/5
- Review count
- 234 reviews
- Source context
- G2 ConnectAndSell reviewsExact product
GetApp4/5
- Review count
- 13 reviews
- Source context
- GetApp ConnectAndSell reviewsExact product
Software Advice4/5
- Review count
- 13 reviews
- Source context
- Software Advice ConnectAndSell reviewsExact product
TrustRadius7/10
- Reviews and ratings
- 25 reviews and ratings
- Source context
- TrustRadius ConnectAndSell reviewsExact product
ConnectAndSell tag profile
Company size
- Enterprise
- Small business
- Mid-market
Business function
- Sales development
Use case
- Outbound prospecting
- Sales call coaching
Integration ecosystem
- Salesforce
- HubSpot
Compliance requirement
- Call recording consent
- TCPA and Do Not Call compliance
ConnectAndSell core capabilities
- Human-assisted, AI-optimized parallel outbound dialing
- Express Connect handoff at the first live voice
- Precision Connect human brokerage to the named target
- Unlimited phone-number enrichment on both current editions
- CASSi AI Assistant on both current editions
- CRM synchronization, conversation logging, follow-up tasks, and call statistics
Detailed strengths and purchase cautions
Why it is worth considering
- Express Connect is designed to transfer the first live voice reached, which supports teams focused on maximizing conversation throughput.
- Precision Connect is designed to keep human agents working through phone systems and gatekeepers until the named target is reached, which fits named-account outreach.
- Both current editions include unlimited phone-number enrichment, CASSi AI Assistant, and a dedicated customer success manager, which gives the buyer a defined operating bundle around dialing and support.
- The platform supports CRM synchronization, conversation logging, follow-up tasks, and call statistics when integrated with a customer CRM, which can reduce manual post-call admin.
What to confirm before buying
- Pricing is quote-based per seat, so buyers must confirm seat rates, billing cadence, contract duration, and implementation charges during procurement.
- The customer remains responsible for lawful contact sourcing, Do Not Call compliance, calling conduct, and recording compliance, which keeps legal review on the buyer side.
- The public availability commitment is limited to the stated service window, so buyers with coverage needs outside that window should verify operating fit.
- The published materials do not provide a maximum simultaneous parallel-line limit, so very high-volume capacity needs validation in the sales process.
Multi-AI review
Cross-model buying perspectives
Multiple AI models assess this tool against the same buying criteria, so you can compare scores, confidence, fit, cautions, and final views.
AI assessment updated: Jul 28, 2026
Score comparisonGeminiGPTxAIRange
Dialing productivity modes8590916
Connection quality and answer rates8087877
Call automation efficiency85747611
Calling compliance controls75686312
Recording, QA, and analytics8579889
Routing and queue management70827212
CRM logging workflow8077869
Operational reliability6061529
- Calling compliance controls: 63–75 (12-point range)
- Routing and queue management: 70–82 (12-point range)
- Call automation efficiency: 74–85 (11-point range)
GeminiAI-assisted buyer perspective78
ConnectAndSell is a high-velocity parallel dialing platform that combines AI optimization with a human-agent network to bypass gatekeepers and phone trees, making it suitable for B2B outbound teams using major CRMs who are comfortable negotiating custom seat-based contracts and managing strict compliance guidelines.
- Review confidence
- 78/100
Model details
- Strengths
- The platform offers dual outbound dialing options: Express Connect for immediate voice transfer upon any live response, and Precision Connect which uses human agents to navigate gatekeepers and reach named targets.
- The pricing model charges a flat rate per seat with no consumption-based dialing fees, helping organizations avoid unpredictable calling costs.
- Both standard editions include unlimited phone-number enrichment and a dedicated customer success manager to assist with outbound operations.
- Cautions
- All commercial terms, including numeric seat prices, minimum quantities, billing cadences, and contract durations, are non-public and require a custom sales quote.
- The 99% service availability commitment is contractually limited to a weekday window of 12:00 AM to 5:00 PM Pacific Time.
- The buyer bears total contractual responsibility for lawful contact sourcing, calling conduct, and Do Not Call registry compliance.
GPTAI-assisted buyer perspective77
ConnectAndSell fits outbound B2B teams that want more live conversations through human-assisted dialing and can work through a sales quote for seat pricing, compliance responsibility, and plan-specific fit between first-voice transfer and named-target pursuit.
- Review confidence
- 77/100
Model details
- Strengths
- Express Connect is designed to transfer the first live voice reached, which supports teams focused on maximizing conversation throughput.
- Precision Connect is designed to keep human agents working through phone systems and gatekeepers until the named target is reached, which fits named-account outreach.
- Both current editions include unlimited phone-number enrichment, CASSi AI Assistant, and a dedicated customer success manager, which gives the buyer a defined operating bundle around dialing and support.
- The platform supports CRM synchronization, conversation logging, follow-up tasks, and call statistics when integrated with a customer CRM, which can reduce manual post-call admin.
- Cautions
- Pricing is quote-based per seat, so buyers must confirm seat rates, billing cadence, contract duration, and implementation charges during procurement.
- The customer remains responsible for lawful contact sourcing, Do Not Call compliance, calling conduct, and recording compliance, which keeps legal review on the buyer side.
- The public availability commitment is limited to the stated service window, so buyers with coverage needs outside that window should verify operating fit.
- The published materials do not provide a maximum simultaneous parallel-line limit, so very high-volume capacity needs validation in the sales process.
xAIAI-assisted buyer perspective77
ConnectAndSell fits B2B outbound teams that want human-assisted parallel dialing for more live conversations, using Express Connect for first-live-voice handoff or Precision Connect for named-target brokerage, provided the buyer can work with quote-only seat pricing, a weekday Pacific service window, and full customer ownership of calling compliance.
- Review confidence
- 77/100
Model details
- Strengths
- Express Connect and Precision Connect give outbound teams two human-assisted parallel dialing paths that hand live prospects to representatives after navigating voicemail, phone trees, and gatekeepers, without consumption-based fees tied to call volume.
- Both current editions include unrestricted phone-number coverage, unlimited phone-number enrichment, the CASSi AI Assistant, live coaching with AI conversation scoring, analytics and reporting, and a dedicated customer success manager.
- When integrated with a customer CRM, the service can update status, log completed conversations, create follow-up tasks, and refresh call statistics.
- Cautions
- Numeric seat prices, minimum quantities, billing cadence, contract duration, renewal terms, and implementation charges are available only through a custom quote.
- The published 99% availability commitment applies only from 12:00 AM to 5:00 PM Pacific time, Monday through Friday, unless otherwise noticed.
- The customer remains responsible for lawful contact sourcing, Do Not Call compliance, calling conduct, and recording compliance even when optional area-code-based recording and human-in-the-loop TCPA handling are used.
- A published maximum for simultaneous parallel lines is not available, so expected peak capacity must be validated during procurement.
Research transparency
How this page was researched
A compact record of the evidence used, what was not tested, and which conclusions still need verification.
- Official sources
- 9
- Broad product review sources
- 5
- Marketplace and app-store sources
- 0
- Editorial sources
- 0
- Latest evidence check
- Jul 28, 2026
Research basis
Global Tool Radar generated this assessment from structured facts linked to public sources. No Global Tool Radar hands-on test is recorded in this page's research data. Any external hands-on assessment is identified separately and does not affect the Global Tool Radar score.
Conflict handlingNo unresolved evidence conflict is currently recorded.
View research methodologyVerified findingsNo permanent free plan is published. ConnectAndSell offers a free one-day Test Drive Experience as a time-limited evaluation.
- Seat-based custom quotes for Express Connect and Precision Connect, with no consumption-based fees.
- Human-assisted, AI-optimized parallel outbound dialing Express Connect handoff at the first live voice Precision Connect human brokerage to the named target Unlimited phone-number enrichment on both current editions CASSi AI Assistant on both current editions CRM synchronization, conversation logging, follow-up tasks, and call statistics Live coaching, AI conversation scoring, analytics, and reporting Optional two-channel conversation recording with area-code-based compliance handling Dedicated customer success manager on both current editions
- Requires quote per seat
- Express Connect and Precision Connect are sold per seat through Contact Sales. Both pricing cards include human-assisted, AI-optimized operation, unrestricted phone-number coverage, unlimited phone-number enrichment, CASSi AI Assistant, and a dedicated customer success manager. The official pricing model says call volume does not create consumption-based fees. Numeric seat rates, contract terms, payment timing, renewals, and implementation charges are determined through the sales quote. Flight School is a separate seat-based training purchase that includes temporary Precision Connect use during the program.
Verification notes and unresolved itemsVerified on 2026-07-28 using current official product, pricing, platform, security, support, request-demo, and public online-agreement resources.
- The official pricing page publishes no numeric amount for Express Connect, Precision Connect, or Flight School.
- It also does not establish payment timing, minimum seat count, contract duration, renewal mechanics, implementation amount, or optional-feature fees
- those properties remain quote-specific.
- The Test Drive is a free one-day evaluation and is excluded from pricing.plans and purchasePaths.
Sources checked
ConnectAndSell source links
Request Demo Lead CaptureConnectAndSellLevel A2Linked to 0 scored claimsChecked Jul 28, 2026
SupportConnectAndSellLevel A2Linked to 0 scored claimsChecked Jul 28, 2026
Security & ComplianceConnectAndSellLevel A1Linked to 1 scored claimChecked Jul 28, 2026
ConnectAndSell Online Services AgreementConnectAndSellLevel A2Linked to 1 scored claimChecked Jul 28, 2026
PlatformConnectAndSellLevel A2Linked to 1 scored claimChecked Jul 28, 2026
Precision ConnectConnectAndSellLevel A2Linked to 1 scored claimChecked Jul 28, 2026
Express ConnectConnectAndSellLevel A2Linked to 1 scored claimChecked Jul 28, 2026
Sales Acceleration & AI-Powered Dialing | ConnectAndSellConnectAndSellLevel A2Linked to 1 scored claimChecked Jul 28, 2026
FAQ
ConnectAndSell FAQ
What is the difference between Express Connect and Precision Connect?
Express Connect transfers the first live voice reached to the customer's sales representative. Precision Connect uses human agents to continue through phone systems and gatekeepers until the named target is reached, then transfers that person.
Does ConnectAndSell publish its price?
No numeric seat price is public. Express Connect and Precision Connect are both seat-based quote plans reached through Contact Sales or the official request-demo form.
Does ConnectAndSell charge by dial or call volume?
The current pricing page says the model is seat-based with no consumption-based fees and no surprise charges for call volume.
Is there a free plan or free trial?
No permanent free plan is published. A free one-day Test Drive Experience is available as a temporary hands-on evaluation and is not a software plan.
Is Flight School a ConnectAndSell software edition?
No. Flight School is a separate instructor-led training program for up to five students. Precision Connect use is included only during that program.
What is included in both current software editions?
The pricing cards list human-assisted, AI-optimized operation, unrestricted phone-number coverage, unlimited phone-number enrichment, CASSi AI Assistant, and a dedicated customer success manager for both editions.
Can ConnectAndSell update a CRM automatically?
Yes. The public agreement describes updating status, logging completed conversations, creating follow-up tasks, and updating call statistics when the service is integrated with a customer's CRM.
How does ConnectAndSell handle recording and calling compliance?
The platform describes optional two-channel recording managed according to the dialed number's area code and a human-in-the-loop TCPA approach. The customer remains responsible for lawful contact sourcing, calling, recording, and Do Not Call compliance.
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