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
Connect4 client meetings

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.
Connect4 pod

Features

Connect4 has everything teams need to deliver a truly client-centric experience.

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Branded pods

Your company logo in full view.

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Meeting agendas

Collaborate on talking points.

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Agenda templates

Pre-built or make your own.

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Actions

Assign, track and complete.

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Meeting notes

A transparent record of decisions.

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Shared resources

Every document in one place.

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Summary emails

Notes, actions and follow-up schedule.

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Email agendas

Share a plan ahead of time.

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Video recap

Record a summary or embed a Loom.

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Private notes

Personal and team accessible records.

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Video meetings

Reliable in-browser video calls.

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Relationship insights

Client meeting health score.

Ready to get connected?

Start hosting smarter client meetings today.

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Client centric companies choose Connect4