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ConnectAndSell

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What ConnectAndSell is

ConnectAndSell is a web-based B2B sales platform designed to connect sales teams with decision-makers who can be difficult to reach. Express Connect routes a representative to the first live voice encountered. Precision Connect uses human agents to work through executive assistants and gatekeepers and direct calls to a named target. CASSi AI enriches contact records with phone numbers, ranks numbers using intent signals, transcribes and summarizes conversations, and scores calls against a skill rubric. The platform also offers live coaching, pipeline attribution, targeting and analytics, and real-time reporting. Listed integrations include Salesforce, HubSpot, Microsoft Dynamics, Outreach, Salesloft, Gong, and Chorus. ConnectAndSell says it uses encryption in transit, multi-factor authentication, role-based access control, continuous monitoring, and threat detection. Its security page describes GDPR, SOC 2, and TCPA compliance, including human agents in the TCPA process. Customer Success offers tailored onboarding, training, coaching, feedback, and scheduled or ad-hoc support. The company was founded in 2006. Pricing is on request, and its free Test Drive Experience lasts one day and requires no CRM integration.

Who it suits

The platform is intended for CEOs and founders, sales leaders and representatives, sales operations, and marketing teams seeking ways to reach decision-makers. The listed support includes onboarding, training, and ongoing coaching.

What it does well

  • Two calling approaches support live-voice or named-target routing.
  • CASSi enriches, prioritizes, transcribes, and scores calls.
  • Real-time reporting and live coaching are available.
  • Listed integrations include Salesforce and HubSpot.
  • One-day free trial requires no CRM integration.

What to know first

  • Pricing for paid plans is available on request.
  • The free Test Drive Experience lasts one day.

Limits

The free Test Drive Experience is limited to one day and does not require CRM integration. Flight School is for up to five students and includes four structured three-hour cold-call training sessions; prices for the seat-based plans are available on request.

Plans

PlanBilled and limitsPrice
Test Drive Experience1 day · expert-led · use your data and messaging · no CRM integration requiredFree
ConnectAndSell listed starting priceper user / per month · starting price shown by GetApp$300 a month
Flight Schoolseat-based · up to 5 students · messaging workshop · four 3-hour cold-call sessions · Precision Connect includedOn request
Express Connectseat-based · human-assisted and AI-optimized · first live voice · unlimited phone-number enrichment · CASSi assistant · dedicated customer-success managerOn request
Precision Connectseat-based · human-assisted and AI-optimized · named-target connection · unlimited phone-number enrichment · CASSi assistant · dedicated customer-success managerOn request

As connectandsell.com lists them, read 15 Oct 2026. The maker's own page has the final word.

Getting started

  1. Visit https://connectandsell.com/.
  2. Choose the free Test Drive Experience for one day without CRM integration.
  3. Request pricing for a seat-based Express Connect or Precision Connect plan.
  4. Consider Flight School for a program of four structured cold-call training sessions for up to five students.

Overview

ConnectAndSell is a cloud B2B sales platform for teams trying to reach decision-makers who are difficult to contact. It is best suited to organized sales teams that want calling, contact intelligence and management tools in one service. Its two distinct routing approaches are useful, but the one-day free experience and custom pricing make it a poor fit for buyers who need a longer trial or a clear budget upfront.

Key features

Express Connect puts a rep through to the first live voice it encounters, bypassing phone trees, gatekeepers and voicemail. That is a good match for teams focused on increasing live conversations, but less suitable when each call must reach a specific person. Precision Connect uses human agents to work through assistants and gatekeepers and route calls to a named target. It better serves targeted executive outreach, though its human-assisted process may be more than teams seeking a straightforward dialer need.

CASSi AI enriches contact records with phone numbers, ranks numbers using intent signals, transcribes and summarizes calls, and scores conversations against a skill rubric. Alongside live coaching, pipeline attribution, targeting, analytics and real-time reporting, it gives managers ways to oversee both call quality and sales activity. Integrations include Salesforce, HubSpot, Microsoft Dynamics, Outreach, Salesloft, Gong and Chorus.

ConnectAndSell describes security controls including encryption for data in transit, multi-factor authentication, role-based access, monitoring and threat detection. Its security page 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. This makes the platform more compelling for teams prepared to work with an ongoing support relationship than for buyers seeking a self-serve tool.

Pricing

The Test Drive Experience costs nothing and lasts one day; it requires no CRM integration. That makes it a low-friction way to experience the service, but too brief for a substantial evaluation. The paid plans use seat-based billing and have custom pricing.

  • Flight School: Up to 5 students receive four structured three-hour cold-call training sessions, with Precision Connect included during the program. It is aimed at teams prioritizing training; it is not a substitute for an ongoing calling plan.
  • Express Connect: Includes first-live-voice routing, no phone number restrictions, unlimited phone number enrichment, CASSi AI Assistant and a dedicated Customer Success Manager. It suits teams seeking volume-oriented connections and coaching support.
  • Precision Connect: Includes named-target routing, no phone number restrictions, unlimited phone number enrichment, CASSi AI Assistant and a dedicated Customer Success Manager. Choose it when reaching designated decision-makers matters more than connecting to the first person who answers.

Seat-based billing makes team size relevant to the eventual cost, and buyers will need a custom quote to compare the ongoing plans against a fixed per-user budget.

Platforms

ConnectAndSell is available on the web. Teams needing a mobile or desktop app should consider alternatives with those platforms.

Who it's for

The platform addresses CEOs and founders, sales leaders, sales representatives, sales operations and marketing teams. Its combination of routing, enrichment, coaching and analytics is strongest for organizations running structured outbound sales, especially where reaching named executives or improving call execution are priorities. Solo users or small teams looking only for basic dialing may find its broader sales-management focus unnecessary.

Pros and cons

  • Two purposeful calling modes: First-live-voice and named-target routing accommodate different outreach goals.
  • Call intelligence and management tools: Enrichment, intent prioritization, call summaries, scoring and real-time reporting bring prospecting and oversight together.
  • Support and compliance emphasis: Tailored onboarding and ongoing coaching are paired with stated security controls and compliance practices.
  • Brief free evaluation: A one-day test drive is limited for teams that need time to assess a sales workflow.
  • Budget uncertainty: Seat-based plans have custom pricing, making upfront cost comparisons difficult.
  • Web-only availability: The platform may not suit teams that require mobile or desktop apps.

Alternatives

For a broader comparison, browse Sales Dialer Software.

CallTools is another paid option, with a Power Contact Center plan offering unlimited local and domestic long-distance inbound and outbound minutes. Channels is worth considering for buyers who want a freemium service and a Plus plan with 5,000 web calls and three users included at $24 a month billed annually. PaulSpeaks Dialer starts at £99 a month for small teams, with custom quotes depending on team size, call volume and phone numbers.

JustCall Sales Dialer offers a Team plan at $29 a month billed annually, with a business phone system and CRM integrations, as well as a free trial. DialerJazz is a free option. Mojo Dialer has paid plans, including a Mojo Caller ID option at $10 a month billed monthly. DialerBee offers a Starter plan at $69 a month, with up to 20 agents and inbound queues and DIDs. MySalesDialer is another web and mobile dialer option.

Verdict

ConnectAndSell is a strong candidate for structured sales teams that need either high-volume live connections or human-assisted access to named decision-makers, with coaching and call intelligence alongside. The main reasons to choose it are the distinct routing methods and the breadth of sales oversight tools; the main reasons to look elsewhere are the one-day free experience, custom seat-based pricing and web-only platform support.

Verdict

ConnectAndSell combines call routing, contact enrichment, coaching, and sales analytics for teams pursuing hard-to-reach decision-makers. The free option is a one-day test drive; ongoing plan pricing is on request.

Questions

Is ConnectAndSell free?

The Test Drive Experience is free for one day. Pricing for the other plans is available on request.

What platforms does ConnectAndSell support?

The listed platform is web.

What is the difference between Express Connect and Precision Connect?

Express Connect routes a representative to the first live voice encountered. Precision Connect uses human agents to work through assistants and gatekeepers toward a named target.

Does ConnectAndSell integrate with CRM and sales tools?

Listed integrations include Salesforce, HubSpot, Microsoft Dynamics, Outreach, Salesloft, Gong, and Chorus.

Who founded ConnectAndSell, and when?

The company says Shawn McLaren founded it in 2006.

What does Flight School include?

The seat-based program is for up to five students and includes four structured three-hour cold-call training sessions, with Precision Connect included during the program.

Facts from ConnectAndSell's own pages

Acquisition
Banzai International completed its acquisition of substantially all ConnectAndSell assets effective July 2, 2026, announcing the deal on July 6, 2026 for $13.2 million total consideration. · banzai.gcs-web.com, 15 Oct 2026
Business scale at acquisition
Banzai said ConnectAndSell served about 250 B2B organizations, generated $14.7 million in fiscal-2025 revenue and facilitated 4.8 million live conversations annually. · banzai.gcs-web.com, 15 Oct 2026
CASSi AI
CASSi enriches contact data with phone numbers, prioritizes numbers using intent signals, transcribes and summarizes conversations, and scores calls against a skill rubric. · connectandsell.com, 5 Oct 2026
CASSi intent prioritization
CASSi orders phone-number outreach using intent signals so representatives call the numbers most likely to be answered first. · connectandsell.com, 15 Oct 2026
CASSi phone enrichment
CASSi finds and supplies additional phone numbers that its system considers more reliable for reaching prospects. · connectandsell.com, 15 Oct 2026
Chrome extension
The ImportNow extension imports Salesforce prospects into ConnectAndSell, requires an account and login, and discloses handling personally identifiable, authentication and website-content data. · chromewebstore.google.com, 15 Oct 2026
Coaching and analytics
The platform offers live coaching, pipeline attribution, targeting and analytics, and real-time reporting. · connectandsell.com, 5 Oct 2026
Company history
The company says Shawn McLaren founded ConnectAndSell in 2006. · connectandsell.com, 5 Oct 2026
Company profile
LinkedIn lists ConnectAndSell, Inc. as a privately held software-development company headquartered in Los Gatos, California, founded in 2007, with 201–500 employees. · linkedin.com, 15 Oct 2026
Compliance
The security page describes GDPR, SOC 2 and TCPA compliance, including human agents in the loop for TCPA compliance. · connectandsell.com, 5 Oct 2026
Compliance claims
ConnectAndSell states that it supports GDPR rights and DPAs, SOC 2 controls, and TCPA compliance through human involvement in dialing. · connectandsell.com, 15 Oct 2026
Conversation scoring
CASSi scores conversations against a skills rubric and identifies moments that managers can coach. · connectandsell.com, 15 Oct 2026
Conversation transcription
CASSi provides live transcription and automatically summarizes notes and follow-up items from conversations. · connectandsell.com, 15 Oct 2026
Customer support
Customer Success offers tailored onboarding, training, ongoing coaching, real-time feedback and scheduled or ad-hoc support. · connectandsell.com, 5 Oct 2026
Express Connect
Express Connect routes a representative to the first live voice it finds while bypassing phone trees, voicemail and gatekeepers. · connectandsell.com, 15 Oct 2026
Founded
2006 · connectandsell.com, 28 Sept 2026
Headquarters
The company page lists a Los Gatos, California address at 50 University Ave. · connectandsell.com, 5 Oct 2026
Integrations
The platform documents integrations with Salesforce, HubSpot, Microsoft Dynamics, Outreach, Salesloft, Gong and Chorus. · connectandsell.com, 15 Oct 2026
Intended users
The company identifies CEO/founders, sales leaders, sales reps, sales operations and marketing as audiences for its platform. · connectandsell.com, 5 Oct 2026
License and API restriction
The agreement grants customers a limited proprietary service license and expressly forbids access through APIs, scraping or user-emulation software. · connectandsell.com, 15 Oct 2026
Limit: call delays and integrations
G2 reviewers report occasional call delays, disconnects, slow loading and CRM-integration problems. · g2.com, 15 Oct 2026
Limit: quality and implementation
TrustRadius complaints include shaky call quality, robotic-sounding connections, bugs, difficult implementation and insufficient dashboard guidance. · trustradius.com, 15 Oct 2026
Live coaching
The platform lets coaches listen to representatives in real time and provide guidance during calls. · connectandsell.com, 15 Oct 2026
Pipeline attribution
ConnectAndSell attributes conversations to pipeline progression so teams can examine how calls relate to closed deals. · connectandsell.com, 15 Oct 2026

Where ConnectAndSell stands on Freedom251

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