Run every client relationship from one screen. Clone the live Client Connect app and each contact, deal, and conversation gets a stage, an owner, and a next step with a date attached.
The scene this fixes: a great discovery call on the fifth, a promise to send something by the ninth, and a calendar that never learned about either. Three weeks later the account is cold and you cannot honestly say why. Here the next step is on the board with your name on it.
What's Included
- Relationship register: Contact, company, source, owner, last touch, and next step in one row
- Pipeline stages: Drag deals through your own stages on a Board view
- Next-step discipline: Every open record carries one dated action, so nothing sits without an owner
- Pipeline insight: Weighted value, stage aging, and touch recency in Table view
- Follow-up automation: Triggers raise a reminder when a record goes quiet past your threshold
- AI relationship agent: A custom agent reads the log, names the accounts drifting, and drafts the re-open message
How To Use
- Clone the app and import your contacts, however messy the export is
- Set one next step per open relationship — that single habit is most of the value
- Turn on quiet-deal alerts at whatever interval matches your sales cycle
- Review stage aging weekly and move or close, but never leave a record ambiguous
Pair it with the AI CRM Dashboard for deal-value reporting, the Client Status Portal once work is won, or explore more in the Community Gallery.