Connect4

Founded 2019

Manage client meetings with collaborative agendas, notes, and action items

You can use Connect4 to plan and run structured meetings with your clients. The software lets you create collaborative agendas, take shared notes during discussions, and automatically track action items so nothing falls through the cracks. It connects directly with your calendar and video conferencing accounts, allowing you to centralize meeting preparation and follow-up in one location. By keeping historical records of past discussions easily accessible, you can deliver consistent client reviews and advisory consultations without scrambling through disorganized notes.

What Connect4 does

Create shared meeting agendas before client callsAssign action items to clients and internal colleaguesRecord meeting notes in real time during video conferencesSync scheduled client calls with Google Calendar and OutlookBuild reusable meeting templates for recurring advisory sessionsTrack task completion status from previous client meetingsExport meeting summaries and send updates to participantsCollaborative agenda builder with reusable templatesReal-time shared note taking during client discussionsAction item assignment with due dates and notificationsNative integration with Zoom and Microsoft TeamsCalendar synchronization for Google Calendar and Microsoft OutlookCentralized client workspaces holding historical meeting logsPre-meeting email reminders with direct access to agendas