Client Connect

A first look at Client Connect: how to sign in, what your dashboard shows, how to update your profile, and how to install it as an app on your phone or computer.

Client Connect CRM provides a central place to manage your contacts, companies, sales opportunities and follow-up tasks. Rather than keeping customer details across spreadsheets…

Create tracking links with UTM tags in Client Connect to find out which campaigns, emails and posts bring visitors to your website.

See planned maintenance, announcements and resolved problems in Client Connect, so you know whether something is down or just being worked on.

See what you owe, find any invoice and look back over your payments in Client Connect, with a guide to the Billing and Payments page.

Check the structured data on any web page with the Schema Validator in Client Connect, to help search engines understand your content.

Client Connect’s QR Code Tracking tool lets you create downloadable QR codes, change where they lead after they have been printed and measure how often they are scanned.

How to view, add, edit and remove DNS records for your domains in Client Connect without raising a ticket, with a guide to the record types and how to change them safely.

Keep your customers, suppliers and leads in one shared address book in the Client Connect CRM (beta), with tags, companies and CSV import and export.

Never let a follow-up slip with tasks and due dates, and see what is coming in at a glance with the sales pipeline board in the Client Connect CRM (beta).

See the card we hold on your account and add a new one securely in Client Connect, and why a card on file matters for renewing services.

Move the mail in an existing mailbox across to your new O’Brien Media mailbox with a guided IMAP sync in Client Connect, and follow its progress.

Read and send email from any web browser with one click from Client Connect, with no app and no setup needed.

How to ask us for help from Client Connect: raise a helpdesk ticket at any hour, follow it through to a fix, reply in one place and keep an eye on your support time.

See who visits your website, where they come from and what they look at, using the website statistics in Client Connect, and what the main figures mean.

Use the activity log in Client Connect to see logins, changes and support activity on your account, in date order, and filter it by type or date.

See everything we look after for you, what each service costs and when it renews, and get a plain-English explanation, in Client Connect.

How to get messages from your website’s contact forms into one searchable Client Connect inbox, using self-service Connect Forms and its automatic field matching.

Tell us what would make Client Connect more useful, vote on other customers’ ideas and see what is planned, in progress or done.

Create tracked links and an open-tracking pixel in Client Connect to see who opens and clicks your email campaigns, with results kept by campaign.

Keep the contracts, reports and guides we share with you in one safe place in Client Connect, ready to download, and upload your own files for us.

Find the estimates and quotes we have prepared for you in Client Connect, review them in your own time and keep them in one place.

Do you know how to pay a bill or check your balance in your O’Brien Media’s account? It’s very simple.. Check the way here.