Client Connect.
Smarter reviews. Stronger relationships.
Built for businesses that prioritise long-term client partnerships, Client Connect is a cutting-edge solution that automates feedback collection and enhances relationship management. It empowers teams to create more engaged, loyal clients.
Tailored for B2B industries, Client Connect digitises periodic Business Reviews and seamlessly integrates Customer Satisfaction (CSAT) and Net Promoter Score (NPS) tracking into a single, streamlined platform.
But it doesn’t stop there. With AI-driven insights, interactive response options, and even video feedback capabilities, Client Connect transforms static reviews into dynamic conversations. It also doubles as a powerful account planning tool, making it essential for logistics, facilities management, and IT services, where relationships are key to retention and growth.
Fully integrated with the Serve First suite, Client Connect ensures every client touchpoint is captured, understood, and acted on, boosting engagement, deepening trust, and driving smarter outcomes across the customer journey.

Client Connect complements Serve First by integrating its feedback and retention capabilities into the broader customer experience management ecosystem. This combination creates a unified approach to customer satisfaction and retention, with features that enhance each stage of the customer journey.
Improved Feedback Tools:
Client Connect adds video and interactive responses to Serve First’s tools, making the feedback process more engaging and thorough.
Complete Account Management:
With Client Connect, Serve First users can manage accounts more effectively, keeping all key client information in one place.
Customisable Workflows:
The integration of interactive and video feedback into Serve First workflows ensures that businesses collect actionable feedback for deeper insights and better retention strategies.
Ready to strengthen your client relationships and drive long-term growth?
With Client Connect, you can turn feedback into action, automate your business reviews, and build deeper, more strategic partnerships. Whether you’re in logistics, facilities management, or IT services, our solution is tailored to help B2B businesses like yours lead with insight and grow with confidence.
Let’s explore what Client Connect can do for you.