4.6
Deal overview

Know which deals need to move forward

Customer Connect is a CRM for seeing what is happening in sales. Bring deals together and keep track of what you are waiting for and who takes the next step.

In good company
BriabNew CustomersLife InsideBokioOneflowBjörn Lundén

Start with the situation, not the latest email thread

Knowing that a customer got in touch yesterday does not tell you whether a decision is close. To understand the situation, you need to see what you have agreed and what remains. Gather the details in the deal and keep them current after customer contact.

Distinguish waiting from needing to act

Is the customer waiting for your reply, or are you waiting for their decision? Use that distinction to decide what to do first. Assign an owner and set follow-ups for conversations that need to move forward.

Finish the review with a plan

Review deals using three questions: What is the situation? What needs to happen? Who will do it and when? That turns an overview into concrete actions.

Read about the sales process in Customer Connect and how to organise follow-ups.

With Customer Connect CRM, we have gained full control of all inquiries. It makes our work easier and the experience better for our guests.

Erika Medberg

Marketing Manager, Villa Fridhem · Translated from Swedish

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

How to get started

  1. Choose your plan. Click Try for free to see the options and terms on the pricing page, then continue to registration.
  2. Try a customer inquiry. Paste text from an email, let AI interpret it and check the details.
  3. Plan the next contact. Assign an owner and set a follow-up. Return after the customer contact and update the next step.

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

Frequently asked questions

What do we need to keep up to date?

Information that helps you understand the customer’s needs, what you have agreed and the next step. Review the details and follow-up after customer contact.

Does this way of working also suit someone working alone?

Yes. The same questions help you prioritise your own customer conversations and pick up work between jobs.

How does trying it for free work?

The button takes you to the pricing page, where you can see current options and terms before continuing. After registration, we will get in touch to ask whether you need help getting started.

What should I prepare?

Choose an inquiry you want to work on. Start by checking the customer’s needs and contact details, and decide who will make the next contact. Help with getting started is available if you need it.

Try it with the deals you want to move forward

Gather the details, assign an owner and plan the next customer contact. Click Try for free to choose a plan on the pricing page. After registration, we will get in touch to ask whether you need help getting started.