4.6
Prospect management

Keep your potential customers organised

Customer Connect is a CRM where you can gather potential customers, see ownership and track contact status. For people who want to structure early conversations before there is a concrete deal.

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Distinguish interest from an opportunity

A prospect is a potential customer you want to get to know better. You may have had an initial contact but need to clarify the need before discussing an assignment.

A separate prospect overview helps you distinguish early contacts from deals already moving towards a decision.

See where the contact stands

The prospect list shows contact details, ownership and status. Distinguish new prospects from those you tried to reach and those who replied. This makes choosing the next contact easier.

Take the next step when the need is clear

Use the first conversation to understand what the customer needs, when it matters and who decides. Once you have something concrete to discuss, continue working with an opportunity.

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 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

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. Start with a prospect. Choose a potential customer you have already contacted once.
  3. Make the status clear. Gather contact details, ownership and status. Use them to choose the next contact.

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

Frequently asked questions

Is a prospect the same as a customer enquiry?

Not always. A prospect describes a potential customer. An incoming enquiry may already concern a concrete assignment and become an opportunity directly through email interpretation.

Can I see which prospects have replied?

Yes, prospects have a status that helps distinguish new contacts from, for example, those who replied.

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.

Give your first customer conversations a clear structure

Start with a prospect and see how contact details, ownership and status help you plan the next conversation. Click Try for free to choose a plan on the pricing page. After registration, we contact you and offer help getting started.