Answers before your first CRM
Read how Customer Connect works, what you can try and how to get help with your next step.
About Customer Connect
What is Customer Connect?
Customer Connect is a CRM that helps you organise customers, opportunities and next steps. You can assign an owner to an opportunity and plan the follow-up.
Who is it for?
Customer Connect suits anyone who wants a better overview of customers and sales, working alone or in a team. It can be your first CRM or a simpler way to work when your current solution feels too complicated.
Opportunities and follow-ups
How does AI help with customer enquiries?
AI interprets incoming emails and creates opportunities from customer enquiries. You can then assign an owner and a follow-up so it is clear who takes the next step.
Can I decide who follows up?
Yes. You can assign an owner and set a follow-up on the opportunity. In a team, this helps distribute the work. Working alone, you can organise what you need to follow up on.
Can I use text from an email I already received?
Yes. Paste the text, for example from a copied email, and the same AI that interprets incoming emails can help interpret the content.
Where can I find information about integrations?
The integration overview explains connections to other tools. Contact us to discuss how Customer Connect can fit your workflow.
Try it and get started
Can I try it for free?
Yes. Choose Try for free to continue to registration and see current options and terms.
Will I get help getting started?
Yes. After registration, we contact you to ask whether you need help getting started. To see how Customer Connect works before trying it, you can book a demo.
How do I get an answer to another question?
Contact us and tell us what you want to know. Describe how you work with customers and follow-ups today so we can start with your situation.
Organise customers and next steps
Try Customer Connect for free and see how you can bring together opportunities, ownership and follow-ups.