Get started in 3 easy steps
1
Connect your communication platforms
Link your email, whatsapp and other popular communication platforms to keep track of all your clients in one place.
2
Upload your client contact list
Connect CRM will automatically filter out any incoming messages that are not client related, to help you focus on what’s important; closing deals!
Receiving messages from unknown sources? The system will ask you automatically if you would like to add the contact as a new potential client.
3
Create your sales pipeline
Keep track of your progress per client opportunity making sure you keep track of every potential customer. With automated reminders and direct messaging options you will never miss out on a deal!