Customer Connect CRM 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.