Important information: We’ve made the difficult decision to close Connect4 permanently, effective of the 23rd December 2022. Find out more >

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.


  • 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 pod


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.



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 required

Client centric companies choose Connect4