Keep your agency’s new customer conversations together
Give every incoming brief an owner and a next step. Customer Connect helps you track deals while you work on client projects.
A new brief should not get lost between deliveries
A customer asks about a new website, campaign or ongoing partnership while the team is busy with existing projects. Gather the opportunity and decide who will handle the first conversation.
Turn an email into details you can work with
Let email interpretation create the opportunity, or paste the brief’s text for AI interpretation. Review what the customer needs and which questions to cover in the next conversation.
Frequently asked questions
Which part of agency work does the CRM help with?
The focus here is customer inquiries and sales: details, contact people, ownership and follow-up before the customer’s decision.
Can we get help trying it with our workflow?
Yes. After registration, we will contact you to ask whether you need help getting started. You can also book a demo.
Try it with your next customer inquiry
See how Customer Connect helps you keep ownership and next steps organised.