Turn the next customer contact into a plan
Customer Connect is a CRM for keeping the next customer contact organised. Assign an owner and set a follow-up when you send a reply, so the conversation has a plan even when the customer’s decision takes time.
A sent reply needs a next step
You have answered an enquiry or sent a price proposal. Then other tasks get in the way. Set a follow-up while the conversation is current, so there is a plan even if the customer does not reply straight away.
Make ownership clear
Assign an owner to the opportunity and set a follow-up. Working alone, you get structure for the things you need to return to. In a team, everyone can see who is taking the conversation forward.
Build a routine that lasts
Review follow-ups as you plan your day. Get in touch, update the deal and decide the next step based on the customer’s reply.
For example: the customer wants to consider the price proposal until Friday. Set the follow-up for then and agree who will call. See how deals and the sales pipeline work together.
We use Customer Connect to keep track of sales opportunities in a smooth, structured way. It is easy to use and getting started took very little time — exactly what we needed!
Agnes Lagevald
Project Manager at Novoterm · Translated from Swedish
We were looking for a simpler CRM, and now we save a lot of time on administration that we can spend closing more deals instead.
Zeljko Raketic
CEO of Palma Bygg · Translated from Swedish
How to get started
- Choose your plan. Click Try for free to see options and trial terms on the pricing page, then continue to registration.
- Choose a deal awaiting a reply. Start with an enquiry or price proposal you want to follow up.
- Plan the contact. Assign an owner and set a follow-up. Include it in your daily planning routine.
After registration, we will contact you to ask whether you need help getting started.
Frequently asked questions
Can we decide who follows up?
Yes. You can assign an owner to the opportunity and plan the follow-up.
Do I need to move everything over to get started?
Try a small, specific example from your working day. This lets you see whether the workflow suits you before planning a larger move. After registration, we will ask whether you need help getting started.
How does the free trial work?
Click Try for free to reach the pricing page. You can see plans and current trial terms before continuing to registration. If you want to see how Customer Connect works first, you can book a demo.
Give the next follow-up a clear place
Try a deal where you are waiting for a reply. Decide who gets back in touch and when. Click Try for free to choose a plan on the pricing page. After registration, we will contact you and offer help getting started.