Customer Connect CRM

All Inquiries in One Place

Imagine a command center for every potential customer conversation. This feature automatically consolidates leads from a multitude of channels you already use, such as email inboxes (Gmail, Office365), website contact forms, and even manually added direct messages. It solves the age-old problem of juggling multiple inboxes and spreadsheets by creating a single source of truth, ensuring you never miss an important inquiry amidst the daily noise.

Smart AI for Leads & Deals

What if your CRM could actively help you work smarter? Available in higher-tier plans, this suite of AI-driven features is designed to augment your sales process. It can help prioritize leads, suggest next steps, and automate routine tasks. This isn't about replacing human intuition but about enhancing it, allowing you to focus your energy on building relationships rather than on manual data sorting and administrative guesswork.

Customizable Sales Board

Curious about building a sales process that mirrors your unique business flow? The customizable sales board lets you do just that. You can create tailored pipelines with stages that fit your service offerings, from initial contact to closed deal. Add custom fields, tags for different customer types or services, and define clear next steps on each visual lead card, creating a personalized and highly actionable overview of your entire sales funnel.

Essential Integrations & Automations

How can you make your existing tools work together more harmoniously? Customer Connect offers integrations with key services, starting with one in the Small plan and scaling up. Furthermore, you can set up automations to trigger actions like notifications or status updates based on specific criteria. This feature explores reducing manual repetition, creating a more connected and efficient workflow that saves valuable time for your team.

The Independent Consultant or Freelancer

For solo professionals wearing many hats, a complex CRM is overkill. Customer Connect provides the perfect structure to track incoming project inquiries, proposals, and communications from a single, simple dashboard. It ensures timely follow-ups, prevents leads from slipping through the cracks, and helps manage the entire client journey without the overhead of a system built for a large sales team.

The Small Service-Based Team

Consider a small marketing agency, a law firm, or a consultancy. These teams receive inquiries from various channels and need a shared system to track opportunities. Customer Connect allows the entire team to have visibility into the sales pipeline, collaborate on leads, and use AI features to prioritize efforts. It replaces chaotic email threads and scattered notes with a unified, accountable process that accelerates deal cycles.

The Hospitality or Event Business

Businesses like hotels and conference centers, such as Villa Fridhem, face a high volume of inquiries for bookings and events. Managing these via email alone is inefficient. Customer Connect centralizes all inquiries for experiences, weddings, and corporate events into a clear board, allowing staff to track each request's status, follow up promptly, and ultimately convert more inquiries into confirmed bookings.

The Growing B2B Company

As a company scales, its sales process needs more sophistication without becoming cumbersome. Customer Connect's Medium and Enterprise plans offer advanced dashboards, multiple sales pipelines, and roles/permissions. This is ideal for a growing B2B organization that needs to segment leads by product line, track complex sales cycles, and generate reports to understand performance and forecast revenue.

What makes Customer Connect different from other CRM systems?

Customer Connect is built from the ground up with a philosophy of simplicity and immediate utility. It deliberately avoids the bloated feature sets of enterprise CRMs that often require extensive training. The focus is on providing a visual, intuitive overview of your leads and deals, allowing you to get started immediately and follow each opportunity from first contact to closed deal without technical barriers.

What channels can I use to capture leads with Customer Connect?

The system is designed to meet your customers where they are. You can seamlessly connect forms embedded on your website, sync email inboxes (like Gmail and Office 365), and manually add leads from direct messages on social platforms or other sources. The CRM automatically aggregates these into your centralized board, creating a comprehensive view of all incoming opportunities.

Can I tailor Customer Connect to fit my specific business workflow?

Absolutely. A key strength of Customer Connect is its flexibility. You are not locked into a rigid process. You can create custom sales pipelines that match your stages, define your own tags for categorizing leads (e.g., by service type, location, or priority), and add custom fields to capture the specific information that matters most to your business and sales approach.

Is Customer Connect suitable for a very small business or a solo entrepreneur?

Yes, this is precisely its core audience. The Basic plan is tailored for freelancers and consultants who need simple, effective control over their inquiries without a high cost or complexity. The system empowers solo operators to professionalize their sales process, ensure consistent follow-up, and build stronger client relationships—all without the burden of a system designed for a large corporation.

Customer Connect CRM offers transparent, tiered pricing to suit different stages of business growth, with all plans including a 14-day free trial.

Basic - €9.90/user/month: Ideal for freelancers and consultants, this plan includes 1 user, email & calendar integration, an essential dashboard, and 1 sales pipeline.

Small - €19.90/user/month: Built for small teams, this popular plan offers unlimited users, introduces AI features for leads & deals, 1 integration, 1 automation, and tags with custom fields.

Medium - €39.90/user/month: For growing teams needing more control, this plan adds advanced dashboards & reports, email & SMS notifications, 3 integrations, 3 automations, roles/permissions, and 3 sales pipelines.

Enterprise - €79.90/user/month: Designed for larger organizations, it includes everything in Medium, plus 10 integrations & automations, dedicated onboarding & Customer Success, tailored support & security, and 10 sales pipelines. Yearly billing is available, offering a discount equivalent to two free months.