Customer Connect CRM
CRM with AI.Less hassle. More deals.
About
CRM with AI Less hassle. More deals. Gather all inquiries and follow up faster – without wasting unnecessary time on admin. All leads in one place Easy to use Smart AI features
Key Features
Centralized Lead Inbox
Automatically gather inquiries from web forms, email inboxes (Gmail, Office365) and manual entries into one unified lead view to avoid lost opportunities.
AI Lead Scoring & Suggestions
AI analyzes incoming leads and suggests priorities, next steps and likely deal value so teams can focus on the highest-impact opportunities.
Customizable Sales Pipelines & Lead Cards
Visual sales boards with configurable stages, custom tags and fields so you can map the CRM to your exact sales process.
Automations & Integrations
Automate follow-ups, notifications and tasks; connect to external tools and services (contracts via Oneflow, email/calendar integrations) to streamline admin work.
Reports & Notifications
Dashboards, email/SMS notifications and reporting help teams track performance, response times and deal progress.
How to Use Customer Connect CRM
1) Create an account or book a demo: Sign up for a free trial or request a demo to see the product in action. 2) Connect channels: Link your email account(s), web forms and import existing leads so all inquiries flow into Customer Connect. 3) Configure your sales board: Set up pipelines, stages, custom fields and tags to match your sales process. 4) Use AI and automations: Enable AI suggestions and automations to prioritize leads, generate next-step recommendations and automate follow-ups. Monitor dashboards and update lead cards as deals progress.