How Connect4 works
Prepare, meet, act. → Progress
What is Connect4?
Connect4 is the client meeting platform. It is uniquely designed to help client-centric teams deliver smarter client meetings. First-class client meetings lead to happy clients, strong relationships and healthy recurring business.
More about client management on Connect4
A client centric meeting workflow for the whole team
Move from fragmented workflows & throw-away meetings to valuable client experiences.
Prepare
- Create and share agendas before you meet.
- Make your own agenda templates or use one from our professional library.
- Share documents and resources ahead of time.
Meet
- Works seamlessly alongside Microsoft Teams, Zoom and Google Meet.
- Record public and private meeting notes in the same place as you meet.
- Set actions for you, your team and your clients.
Act
- Monitor actions as they get completed.
- Access clear and transparent records of every decision.
- Make progress and demonstrate your value.
What is a pod?
Connect4 is built around the concept of pods. A pod is a central workspace for teams and clients. It’s a consistent location to plan, talk and do with total transparency.
- Upcoming meetings and shared resources at a glance.
- A complete record of all past meetings, actions and decisions.
- Seamless handover of clients between team members.
Features
Connect4 has everything teams need to deliver a truly client-centric experience.
Branded pods
Your company logo in full view.
Meeting agendas
Collaborate on talking points.
Agenda templates
Pre-built or make your own.
Actions
Assign, track and complete.
Meeting notes
A transparent record of decisions.
Shared resources
Every document in one place.
Summary emails
Notes, actions and follow-up schedule.
Email agendas
Share a plan ahead of time.
Video recap
Record a summary or embed a Loom.
Private notes
Personal and team accessible records.
Video meetings
Reliable in-browser video calls.
Relationship insights
Client meeting health score.
Ready to get connected?
Start hosting smarter client meetings today.
Try for free No credit card requiredClient centric companies choose Connect4
