Shape your sales process – your way
Add as many (or as few) steps as you like. Customize the flow to match how you work – from first contact to closed deal.
See where your leads come from
Wondering which channel brought in a new inquiry?
With Customer Connect, you’ll know exactly where each website lead came from – no guessing.
Easily prioritize the marketing efforts that actually work.
Paste a message – let AI do the rest
Save time on admin!
Paste in an email, DM or even a line from a spreadsheet – Customer Connect’s AI reads the content, picks out what matters, and fills in the details for you.
You get everything in the right place, instantly – so you can focus on closing your next deal.
No need to fill in everything yourself
Let the AI handle it.
When a new inquiry comes in, Customer Connect automatically fills in contact details, company info, and even your own custom fields.
You save time and avoid mistakes – giving you more time to focus on selling and serving your customers.
When you open a lead, everything’s already in place. It really doesn’t get easier than that.
Capture what matters most to you
Tailor Customer Connect to your business.
Create custom fields to collect the exact info you need – like industry, budget, buying stage or anything else that matters to you.
You decide what to track for each lead, so nothing important slips through the cracks.
Examples of custom fields:
- Industry or project type
- Budget or deal value
- Buying stage or priority
- Customer-specific requests
Tag, filter and prioritize – your way
Use tags like Hot lead or Waiting for reply to stay organized. Filter your views and focus on the right deals at the right time.
Work comfortably – day or night
Easily switch between light and dark mode. Comfortable on the eyes – and easy on your style.
Frequently asked questions about Customer Connect
- Do I need any tech skills to get started?
- No, Customer Connect is designed to be simple. You can start using it right away – no setup, no training required.
- Can I create my own fields and customize the process?
- Yes! You can add custom fields and create a sales process that fits your business – whether you sell products or services.
- How does Customer Connect collect inquiries?
- All inquiries from web forms and email are automatically gathered in one place – no more searching through inboxes.
- Is support included?
- Yes, support via email and chat is always included.
- Can I try it before I commit?
- Absolutely! Book a free demo – we’ll walk you through how Customer Connect works and answer all your questions. No credit card needed.
- How does the AI help me?
- The AI reads your messages, fills in contact details automatically, and keeps things organized – so you save time and avoid repetitive tasks.