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.
- 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.
- 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.
- 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.
Connect4 has everything teams need to deliver a truly client-centric experience.
Your company logo in full view.
Collaborate on talking points.
Pre-built or make your own.
Assign, track and complete.
A transparent record of decisions.
Every document in one place.
Notes, actions and follow-up schedule.
Share a plan ahead of time.
Record a summary or embed a Loom.
Personal and team accessible records.
Reliable in-browser video calls.
Client meeting health score.