4.6

CRM for plumbers to keep track of enquiries and quotes

Customer Connect helps plumbing companies collect customer enquiries, follow quote discussions and keep track of who makes the next contact.

From the first plumbing enquiry to a won deal.

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Turn installation enquiries into sales opportunities

Customer Connect interprets incoming emails and creates sales opportunities from customer enquiries. A request for new pipework or a bathroom installation gets its own place, with the customer’s message as the starting point. You can also paste text and have the same AI interpret it.

Read about collecting customer enquiries.

Keep the conversation together after the customer visit

Customer details, messages and notes stay together in the deal in Customer Connect. That makes it easier to find what was discussed when the customer returns with questions about the scope or quote. The colleague taking the next call has access to the same customer information.

See how customer details and contacts stay together.

See which plumbing deals need the next contact

The visual sales process gives you an overview of deal status. With an owner and follow-up for each deal, you can see who is handling the conversation and when the next contact is planned, even when several people receive enquiries.

Read about follow-ups in Customer Connect.

Frequently asked questions

Can we keep several enquiries from the same customer separate?

Yes. You can keep customer details and contacts in Customer Connect while handling different enquiries as separate sales opportunities. This lets you follow the conversation and next contact for each deal.

How does Customer Connect help after we send a quote?

You can track the deal’s status, assign an owner and set a follow-up. The customer’s message and your notes stay with the deal, ready for the next conversation.

How do we get started?

Try for free takes you to the pricing page with current options and terms. After registration, 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 plumbing enquiry 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.