Connect4

Connect4 is a client meeting platform that helps organize meetings and track follow-up actions to enhance client relationships and accountability.

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Connect4 helps professional services teams organize client meetings and turn discussions into clear follow-up. Teams can prepare agendas, invite clients to suggest talking points, and share documents and other resources before a meeting. Video meetings can be held alongside the agenda, with notes and action items recorded for the team and client. Connect4 integrates with Microsoft Teams, Zoom and Google Meet. Each client has a shared pod that brings meeting agendas, resources, notes and outstanding actions together in one place. Teams and clients can use it to prepare for upcoming meetings, review past discussions and track next steps between meetings. Connect4 is suited to firms that want a consistent process for client meetings and follow-up.

Categories: BusinessMeeting Management

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