Connect CRM brings your sales, customer data, and revenue insights together in one intelligent system. Track every interaction, manage deals with confidence, and empower teams with the insights they need to close faster and grow smarter.
From lead capture to contract signing, Connect CRM keeps every customer interaction connected and visible.
360° Customer Profiles - Bring together every interaction, purchase, support case, and communication into a single customer record for a complete view of relationships.
Automatically detect and merge duplicate records to maintain a clean and reliable source of customer data.
Keep customer information consistent across CRM, marketing, finance, and support systems through live integrations.
Track every touchpoint with Omnichannel integration of emails, calls, meetings, deals, invoices, and support activity.
Visualise organisational hierarchies to understand key stakeholders and influence networks.
Manage complex organisations with parent and subsidiary relationships for complete enterprise account visibility.
Map all stakeholders within an opportunity, including all key decision makers, buyers and influencers.
Capture emails, calls, meetings, and communications automatically without manual data entry.
Measure customer engagement based on interaction frequency and activity to identify high-value contacts using AI.
Identify upsell and cross-sell opportunities across existing customer accounts through AI analysis.
Manage different sales processes for new business, renewals, partnerships and expansions in separate pipelines.
Design automated multi-step outreach campaigns across email, calls, SMS, and LinkedIn.
Streamline discount approvals, contract reviews, and deal exceptions through automated workflows.
Move seamlessly from quote generation to contracts and invoicing without leaving the CRM platform.
Maintain centralised product catalogues with pricing tiers, bundles, and configuration options. Helps sales team recommend the right product combinations using structured configuration workflows.
Apply volume discounts, promotional pricing, and contract-based pricing rules automatically.
Create accurate branded quotes instantly based on deal and product data.
Send quotes and contracts for digital signature directly from the CRM.
Generate accurate sales forecasts with AI-driven predictions and projections.
Monitor win rates, deal size, sales cycle length, and pipeline velocity to optimise revenue performance.
Track sales targets across teams, territories, and representatives with real-time performance visibility.
Identify seasonality patterns, growth trends, and year-over-year performance insights.
Gain real-time visibility into revenue metrics such as annual and monthly recurring revenue, annual contract value and pipeline revenue.
From first contact to signed contract. Manage every deal, customer, and opportunity in one intelligent system.