Why Palma Bygg chose Customer Connect and gained full control of its deals
How Palma Bygg gained better control of incoming inquiries and deals with Customer Connect.
CRM for builders
Keep track of the next job while the build is underway
Customer Connect is a CRM for builders and tradespeople who want to keep customer enquiries, site visits and quote follow-ups together. Gather the information for the next building project and see who will get back to the customer.
In good company
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.
Lead management in construction starts with understanding what the customer needs. Note the type of work, address and preferred start date. If the enquiry is incomplete, the next step may be to call the customer or arrange a site visit before spending time preparing a quote.
Follow up with customers and projects
Keep the customer conversation together before the next building project. Note what the customer wants, which questions remain and who will get back in touch 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.
Try the journey from building enquiry to a decision
Choose an enquiry for a job you want to quote for. Gather the customer’s description and site-visit notes. Set who prepares the next information and when the customer should get a reply. After sending the quote, plan a follow-up and update the deal when the customer responds.
Ask the colleague making the call to read the information. Is it clear what is agreed and what remains open? This is a useful task when comparing CRM for builders and tradespeople.
Use the quote follow-up email templates and compare prices for your team.
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
How to get started
- Choose your plan. Click Try for free to see options and terms on the pricing page, then continue to registration.
- Try an enquiry. Start with an enquiry about building or renovation work. Paste the email text, let AI interpret it and check the details.
- 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
How can a tradesperson use CRM after a site visit?
Keep the customer’s wishes and your notes with the deal. Record what needs clarifying, such as scope or material choices. Then assign an owner and set a follow-up for the next conversation. You will have information to return to when preparing the quote.
What should we try when choosing CRM for our building business?
Take a real renovation enquiry and follow it from email to the next customer conversation. Try gathering the details, assigning an owner and planning a follow-up after a quote. Use the CRM selection checklist when comparing ways of working.
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.