Start with an enquiry and a next step
Try Customer Connect with a task from your working day. Follow a customer enquiry, assign an owner and plan when to get back in touch.
1. Choose an enquiry you want to work on
Start with a real customer need. You can paste text from an email and let AI turn it into an opportunity. Read the result and add any missing information.
2. Decide who makes the next contact
Assign an owner to the opportunity. If you work as a team, choose the person who will keep the conversation together. Then set a follow-up based on what you and the customer need to do next.
3. Make follow-up a habit
Return to the deal after speaking with the customer and update the information. Decide the next step while the conversation is fresh. Read more about follow-ups and the sales pipeline.
Get help if you need it
After registration, we will contact you to ask whether you would like help getting started. You can also contact us with questions about your workflow.
Try your next customer enquiry
See how Customer Connect helps you organise ownership and next steps.