4.6
Contact management

Find the right person before your next call

Customer Connect is a CRM for keeping contact details close to the customer’s context. Gather names, roles and phone numbers so you know who to speak to before the next conversation.

In good company
BriabNew CustomersLife InsideBokioOneflowBjörn Lundén

Who should you get back to?

One person sends the enquiry and another makes the decision. With contact details together, you do not need to search for an email signature to find the right name or phone number.

Save more than an email address

The contact card has room for a name, job title, email, phone and notes. Record what helps you understand the person’s role in the conversation.

A contact can be linked to a customer. You can then move from the customer overview to the people you need to speak to and on to the deal.

I have worked with many systems over the years, but Customer Connect is brilliant. User-friendly, business-focused and spot-on!

Mats Winblad

Founder and CEO of MaWin AB · Translated from Swedish

We were looking for a simpler CRM and now save lots of time and money

Daniel Friberg

Marketing Manager, Briab · Translated from Swedish

Getting started

  1. Choose your plan. Click Try for free to see options and trial terms on the pricing page, then continue to registration.
  2. Add a contact person. Gather the name, phone and email from an ongoing customer conversation.
  3. Link the contact to the customer. Add the person’s role and notes that help before your next call.

After registration, we contact you to ask whether you need help getting started.

Frequently asked questions

Can a business customer have multiple contact people?

Yes, the customer view has a dedicated space for the company’s contact people.

What can I save on a contact?

You can save information including name, job title, phone, email and notes, and link the contact to a customer.

Do I need to move everything over to begin?

Start with a focused example from your working day when you try it. This lets you see how the workflow suits you before planning a larger move. After registration, we ask whether you need help getting started.

How does the free trial work?

Click Try for free to reach the pricing page. There you can see plans and current trial terms before registering. To see how Customer Connect works first, you can book a demo.

Have the right contact ready for the next call

Start with one contact person and gather what you need to get back in touch. Click Try for free to choose a plan on the pricing page. After registration, we contact you and offer help getting started.