CRM for awning companies with customer conversations in one place
Customer Connect helps awning and shading companies bring enquiries, customer notes and follow-ups together from first contact to a deal.
From the first shading enquiry to the customer’s decision.
Collect awning and shading enquiries
Customer Connect interprets customer emails and creates sales opportunities. The customer’s description of the shading they want stays in the message, alongside contact details in your customer records. You can also paste an enquiry and let the same AI interpret the text.
Keep customer preferences together throughout the conversation
When a customer gets back in touch after a home visit or wants to discuss another option, their message and your notes are together in Customer Connect. This makes it easier to continue the conversation with earlier information at hand and share the details with a colleague.
Follow up quotes with clear ownership
In Customer Connect, you can assign an owner and set a follow-up for each deal. The visual sales process shows where enquiries stand. You get an overview of ongoing customer conversations and who is handling the next contact.
Frequently asked questions
Can we manage several shading proposals for the same customer?
The customer’s preferences and your notes can stay together in the deal in Customer Connect. This gives you shared information for discussing different options. Separate enquiries can be managed as their own sales opportunities.
How does Customer Connect help when someone else takes the next customer call?
Customer details, the message and notes are together. Assigning an owner to the deal also makes it clear who takes the conversation forward after the handover.
How do we get started?
Try for free takes you to the pricing page with current options and terms. After you sign up, we contact you to ask whether you need help getting started. You can also book a demo to see Customer Connect before trying it.
Bring your next shading deal into Customer Connect
Keep customer information, deal status and the next contact in one place. Try Customer Connect and see how it fits the way you work with customers.