Northpoint Software

CRM Connect

Keep contacts, companies, opportunities and follow-up in one organized workspace.

CRM Connect

What CRM Connect does

CRM Connect is designed for organizations that need a straightforward customer relationship system without unnecessary enterprise complexity.

Core capabilities

Contacts

Centralize people, communication details, notes and relationship history.

Companies

Organize accounts and connect the people who belong to each organization.

Opportunities

Track active prospects, stages, values and next steps.

Follow-Up

Keep tasks and reminders connected to the customer record.

Activity History

See important interactions without searching across multiple tools.

Reporting

Give managers a clearer picture of pipeline and customer activity.

Built for real operational work

Capture a relationship once, keep the history with it, and give staff a shared view of what has happened, what is next and who owns the follow-up.

See CRM Connect in action.

Tell us how your organization works and we will show you how Northpoint can fit the workflow.