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 teams
Make it clear who takes the next customer contact
Customer Connect is a CRM for small teams receiving customer inquiries. Bring deals together, assign an owner and make it clear who takes the next customer contact.
In good company
Stop an inquiry falling between two people
One colleague reads the email; another knows the customer. Who replies? Decide who will keep the conversation together and assign an owner to the opportunity. You then have a clear starting point for the next step.
Hand over a plan alongside the details
Before a handover, gather what the customer wants, what you have already answered and what remains. Assign an owner and set a follow-up so the colleague knows when to continue the contact.
Keep the message, notes and next step together in the deal.
Review what needs your attention
Review which customers are waiting for you and which replies you are waiting for. Assign the next contact and identify deals that lack a plan.
See how to organise follow-ups and get an overview of deals.
Still choosing a plan and planning your start? Read about CRM for small businesses.
We were looking for a simpler CRM, and now we save a lot of time on administration that we can spend closing more deals instead.
Zeljko Raketic
CEO of Palma Bygg · 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
- Choose your plan. Click Try for free to see the options and terms on the pricing page, then continue to registration.
- Try a customer inquiry. Paste text from an email, let AI interpret it and check the details.
- 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 you mean by a small team?
Several people need to coordinate customer conversations. There is no specific employee threshold for this way of working.
How can we try it together?
Choose an inquiry and review who owns it, what details you need and when to get back in touch. After registration, we will ask whether you need help.
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 a clearer way to share customer work
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.