CRM for property maintenance with customers and new deals in view
Customer Connect helps property maintenance companies gather new sales opportunities and keep conversations with property owners, associations and other customers together.
From a customer enquiry to a new business relationship.
Turn service enquiries into sales opportunities
Customer Connect interprets incoming emails and creates sales opportunities from property maintenance enquiries. The customer’s description stays available, whether the conversation concerns a one-off job or ongoing work together. You can also use the AI interpretation on pasted text.
Keep the organisation and the people behind the deal together
In Customer Connect, customer details and contacts stay together. Messages and notes in the deal provide context when several people at a property owner or association join the conversation. A colleague can take over with the same customer information available.
See the next step in discussions about working together
Customer Connect gives you an overview of opportunity status in the sales process. You can assign an owner and set a follow-up before the next customer contact. New enquiries from existing customers can be tracked as separate deals, keeping a new discussion distinct from previous deals.
Frequently asked questions
Can we keep several contacts for the same customer?
Yes. Customer Connect has customer and contact records, so you can keep the company or association connected to the people you speak with. The information in the deal provides context for the current conversation.
How does Customer Connect help us sell ongoing services?
You can track the opportunity from the first enquiry through conversations and quote discussions to the outcome. An owner, status and follow-up make it clear who is moving the conversation forward.
How do we get started?
Try for free takes you to the pricing page with current options and terms. After you sign up, 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 property maintenance deal
Keep customer information, deal status and the next contact in one place. Try Customer Connect and see how it fits your customer work.