Karbon & Connect4
Ensure actions set in every client meeting are seamlessly integrated into your team’s Karbon workflow and client work delivery.
With Connect4 and Karbon together, effortlessly turn every client meeting action into an actionable task to ensure client work delivery. Never miss an action, assign work across your team, and deliver a consistent client experience in every meeting.
- Client meeting management made easy. Create consistent meeting workflow of template agendas, meeting minutes and actions for every client meeting with your team.
- Turn Connect4 client meeting actions into Karbon tasks. Seamlessly transfer set and assigned actions in Connect4 meetings to team members in Karbon for task and work completion.
- Avoid missing client delivery or upsell. Easily reference assigned tasks across your team to ensure no client work is missed for delivery or upsell opportunity before the next meeting.
- Create pods in Connect4 from Karbon contacts. Start meeting quickly with your clients in Connect4 using your Karbon contact database.
Progress client relationships one meeting at a time with Connect4’s “Prepare. Meet. Act.” workflow. Make meeting management and delivery easy for your team, and say goodbye to unproductive client meetings. With Connect4, every meeting turns into an actionable client experience to retain business and upsell services.