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
Prepare
Everything you need to ensure your meetings are as organised as possible.
Meet
One-click access to reliable web-based video meetings. No download needed.
Act
A process to make sure stuff gets done. Assign actions and monitor progress.
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
