CRM for heat pump installers from enquiry to deal
Customer Connect helps heat pump and ventilation companies collect customer enquiries and track deals from first contact to the customer’s decision.
From an installation enquiry to the customer’s decision.
Collect heating and ventilation enquiries
Customer Connect uses AI to turn incoming email enquiries into sales opportunities. The customer’s description of a heat pump replacement or ventilation installation stays in the message. Pasted text can also be interpreted, reducing manual data entry.
Keep the context throughout the quote discussion
When a customer gets back in touch after a call or visit, their message and your notes are together in Customer Connect. The information they have provided about the property and installation is close at hand as the conversation continues.
Track installation deals in a shared view
Customer Connect shows where opportunities stand in the sales process. You can assign an owner and set a follow-up for each deal. Your team can see which customer conversations are waiting for the next contact and who will take them forward.
Frequently asked questions
Can we manage both heat pump and ventilation enquiries?
Yes. Each enquiry can be managed as a separate opportunity in Customer Connect, with the customer’s description and your notes as background. You track ownership and status for each deal.
Can several colleagues work on a customer conversation?
Customer Connect brings customer information together so colleagues can see the earlier details. An assigned owner and a planned follow-up make it clear who handles the next contact.
How do we get started?
Try for free takes you to the pricing page with current options and terms. After signup, we contact you to ask whether you need help getting started. You can also book a demo to see Customer Connect before trying it.
Get an overview of your next installation deal
Keep customer information, deal status and the next contact in one place. Try Customer Connect and see how it fits the way your team works with customers.