Lead capture
Record new opportunities with their source, business context, requested workflow, and contact details.
Current product interface
See Connect CRM with its complete working sidebar
These privacy-reviewed captures come from the original web app, use safe demonstration data, and keep the platform navigation in view so the surrounding workflow remains clear.
Tour all 12 modulesCaptioned walkthrough assembled from reviewed Connect CRM module captures.
Original Plus mobile app
Connect CRM native evidence
The reviewed Plus session does not expose a Connect CRM workspace, so another platform's mobile screen is not borrowed.
Review available Plus evidencePlatform-specific app media will appear here after a reviewed native flow is available.
Platform overview
What ConnectCRM brings together
ConnectCRM helps teams retain the context around every prospect and customer interaction. Leads, conversations, planned follow-ups, commercial documents, and wider suite activity can support a more consistent next action without isolating CRM from execution.
Core capabilities
The operating areas inside ConnectCRM
Start with the modules your workflow needs and keep the surrounding business context connected as the platform expands.
Follow-up planning
Organize the next action, due context, ownership, and continuing activity around the relationship.
Communications and history
Keep customer interactions and relevant account activity visible alongside the commercial record.
Quotations and campaigns
Connect outreach and campaign context to the proposals and sales work that follow.
Typical workflow
How ConnectCRM work moves from start to follow-through
- 1
Capture the opportunity
Bring a lead or existing customer into a structured relationship record.
- 2
Understand the context
Review source, needs, conversations, prior transactions, and the requested outcome.
- 3
Plan the next action
Assign follow-through, prepare communication, or move into quotation and sales work.
- 4
Continue the relationship
Keep future interactions connected to customer history and the wider operational suite.
Shared suite foundation
Context that can move with the work
Leads and customersCommunicationsQuotations and salesNotes and activity context
Exact module availability, configuration, and data scope are confirmed for each implementation.
Go deeper
Review the workflow before rollout
Use the product tour for a broader suite walkthrough or continue to the closest focused product or solution page.
Connected platforms
Extend ConnectCRM without rebuilding the foundation
Sales
Run structured B2B selling and direct B2C transactions with shared customers, products, inventory, documents, suppliers, and reporting.
View SalesService
Coordinate intake, customer and product context, technicians, status movement, documents, notes, commercial activity, and service history.
View ServiceSurvey
Create branded questionnaires, collect responses through public experiences, review results, and bring feedback into customer and operational decision-making.
View SurveySee how ConnectCRM fits your current workflow
Tell us which teams, locations, modules, and customer journeys you need to connect. We will shape the demo around that operating context.