4.6

CRM for builders to keep track of customers and deals

Customer Connect is a simple CRM that helps builders and tradespeople collect customer enquiries, follow up quotes and keep the entire sales process in one place.

From first building enquiry to a won job.

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In good company
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Collect quote requests

A homeowner emails about a renovation while you are out on another job. Turn the email into an opportunity and gather the details for the quote and site visit.

Follow up with customers and projects

In Customer Connect, the customer’s message, your notes and follow-up are kept together in the deal. You can see who owns the next contact after the site visit or quote.

Less administration, more building

Let AI turn incoming emails or pasted text into opportunities. Check the details and fill in what is missing, giving you a starting point for the next customer conversation.

See how deals work.

We were looking for a simpler CRM, and now we save a lot of time on administration that we can spend closing more deals instead.

Zeljko Raketic

CEO of Palma Bygg · Translated from Swedish

I have worked with many systems over the years, but Customer Connect is brilliant. User-friendly, business-focused and spot-on!

Mats Winblad

Founder and CEO of MaWin AB · Translated from Swedish

Integrations

CRM integrations for your tools

From customer enquiries to contracts and accounting. Bring your tools together with Customer Connect.

View all integrations

How to get started

  1. Choose your plan. Click Try for free to see options and terms on the pricing page, then continue to registration.
  2. Try an enquiry. Start with an enquiry about building or renovation work. Paste the email text, let AI interpret it and check the details.
  3. Plan the next contact. Assign an owner and set a follow-up based on what the customer needs answered.

After registration, we will contact you to ask whether you need help getting started.

Frequently asked questions

Can I keep site visit information together?

Yes. The deal has room for notes, the customer’s message and next steps. Record what you have agreed and set a follow-up before the next contact.

How does the free trial work?

The button takes you to the pricing page, where you can see current options and terms before continuing. After registration, we will get in touch to ask whether you need help getting started.

Start with your next renovation enquiry

Gather the customer’s information, assign an owner and plan the next contact. Click Try for free to choose a plan on the pricing page. After registration, we will ask whether you need help getting started.