4.6

CRM for restoration companies to keep enquiries and conversations together

Customer Connect helps restoration companies collect customer enquiries, assign responsibility and keep track of the next contact during quote discussions.

From a restoration enquiry to an agreed job.

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Collect restoration quote requests

Customer Connect interprets incoming emails and creates sales opportunities. The customer’s description of the planned restoration stays available for further contact. You can also paste text from an enquiry and let the same AI interpret it.

Read about collecting customer enquiries.

Keep the details close throughout the conversation

In Customer Connect, customer details, messages and notes stay together in the deal. When the customer gets back in touch after a call or visit, you can find what you discussed. The colleague making the next contact also has access to the same information.

See how customer details and contacts stay together.

Assign responsibility for ongoing deals

Customer Connect lets you assign an owner and set a follow-up for each opportunity. The visual sales process shows where quote discussions stand. This makes it easier to keep an overview when several customers and enquiries need attention.

Read about follow-ups in Customer Connect.

Frequently asked questions

Can we collect enquiries from property owners and businesses?

Yes. Customer Connect brings customers and contacts together and lets you manage enquiries as sales opportunities. The customer’s message and your notes are linked to the relevant deal.

How can we see who is handling the customer conversation?

Each opportunity can have an owner and a planned follow-up in Customer Connect. Together with the deal status, this shows who is taking the conversation forward.

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.

Bring your next restoration enquiry into Customer Connect

Keep customer information, deal status and the next contact in one place. Try Customer Connect and see how it fits your customer work.