CRM for electricians with customers and quotes in view
Customer Connect helps electrical companies keep customers, enquiries and quote discussions in one place. See which deals are open, who owns the conversation and when to get back in touch.
Give every electrical enquiry a place in your customer workflow
An email about an EV charger, lighting or an electrical installation for a renovation becomes a sales opportunity in Customer Connect. AI interprets incoming emails and can also interpret text you paste in. Enquiries are brought together so you can assign responsibility and continue the conversation.
Keep customer requirements close after a site visit
Customer details, the customer’s message and your notes are gathered around the deal in Customer Connect. When the customer asks about installation requirements or the scope of electrical work, you have earlier information at hand. A colleague taking over can use the same context.
Keep quote discussions moving between jobs
You can assign an owner and set a follow-up in Customer Connect. When the customer is considering a quote or waiting for a decision from the property owner, you can see who makes the next contact and when. The visual sales pipeline also shows which electrical opportunities are still open.
CRM integrations for your tools
From customer enquiries to contracts and accounting. Bring your tools together with Customer Connect.
View all integrations
Common questions about Customer Connect for electricians
How does Customer Connect help us follow up quotes for electrical work?
You can keep the customer conversation in the deal, assign an owner and set a date for the next contact. Deal status shows where the conversation stands, helping you track open enquiries while other electrical jobs are underway.
Can we keep several enquiries from the same customer separate?
Yes. In Customer Connect you can gather the customer and their contacts and track separate sales opportunities. A request for lighting in commercial premises and a later request for charging points can each have their own conversation and follow-up.
How do we get started with Customer Connect?
Choose Try for free to see current options and terms. After signup, we contact you to ask whether you need help getting started. You can also book a demo to explore Customer Connect with us.
Keep track of your next electrical deal with Customer Connect
Bring customer conversations together and make the next contact clear. Try Customer Connect for your electrical company.