Why Palma Bygg chose Customer Connect and gained full control of its deals
How Palma Bygg gained better control of incoming inquiries and deals with Customer Connect.
CRM for small businesses
Keep track of customers even when you have plenty else to do
In a small business, sales, customer conversations and delivery often share the same working day. Customer Connect brings customers, sales opportunities and follow-ups together, so you can see what the next contact is about and who will handle it.
In good company
When does a small business need CRM?
Perhaps you search several lists for customer details, lose track of quotes awaiting a reply or need to ask a colleague what happened. CRM becomes useful when you want a shared place for that information.
Start with a recurring situation. If follow-ups get left behind, bring ongoing deals together and decide on the next contact. If customer information is scattered, start with a shared customer register.
Working alone? See the examples for solo business owners. If several people share customer responsibility, read about working together in small teams.
Start with the features you use every day
In Customer Connect, you can bring the customer and contacts together, create a sales opportunity and assign an owner. Set a follow-up and note what the next conversation should cover.
Incoming emails can be interpreted as sales opportunities. You can also paste text, such as a copied email, and let AI interpret it. Check the information and add what you need before the next contact.
Read about contacts, deals and follow-ups to see how the parts fit together.
Choose a plan for the work and calculate the full cost
Write down who will use Customer Connect and what they need to do. Starter includes customers, contacts, deals and AI interpretation. Professional adds features such as custom fields and lead tracking. Business includes API access and personal onboarding.
All plans are priced per user. The pricing page shows cost examples for one, three and five users and compares monthly and annual billing. Also allow time to prepare customer information and learn the routine.
Need to connect customer work to other tools? Start with the integration overview and review the actual workflow before choosing your setup.
Try a customer conversation you recognise
Imagine a small service business where one person talks to the customer and another prepares the quote. Add that kind of deal and gather the customer’s needs, supporting information and open questions. Assign an owner and plan when the customer will receive a reply.
Then ask the person taking the next contact to read the information. Can they understand the customer’s needs and continue the work? If you work alone, do the same check when you return to the deal the next day.
This is a concrete way to assess whether Customer Connect fits your business. Use the CRM selection checklist if you are comparing several options.
Give getting started a place in your week
- Choose a few current customers. Start with ongoing deals you already know. Gather the information needed for the next contact.
- Try the whole task. Go from the customer’s question to an owner, a next step and a follow-up. If several people work on the deal, let everyone try.
- Review and continue. Check that you can find the information and know what needs doing. Then decide which other customers and deals to bring in.
After registration, we contact you to ask whether you need help getting started. For a shared plan, see the CRM implementation guide.
Questions when choosing CRM for a small business
Which CRM is best for a small business?
Start with your tasks and budget. Try finding a customer, reviewing a live deal and planning the next contact in each option. Then compare the plan’s cost and the help available at the start. Customer Connect suits businesses that want to bring customer work together and clarify ownership and follow-up.
Can I start as the only user?
Yes. Plans are priced per user and also work when you operate alone. The pricing page shows what is included and how costs change as more people join.
How do we decide whether to move away from Excel?
Look at how you find information, keep deal status current and share responsibility. If several people update separate lists or struggle to find the next contact, try the same work in Customer Connect. Read CRM or Excel for more questions to consider.
How does the trial work?
You can try Starter, Professional and Business free for 14 days. Choose a plan and read the current trial terms on the pricing page before registering. You can also book a demo to review your setup first.
Start with a deal that needs your reply
Gather the information and decide on the next contact. Try Customer Connect with a real task and see how it works for you and your business.