Customer Connect CRM vs Siftly

All Leads in One Place

Tired of juggling multiple platforms? Customer Connect gathers all your inquiries in one centralized location. Whether they're from web forms, emails, or social media DMs, you’ll never lose track of a valuable lead again.

Easy to Use Interface

No tech-savvy skills required! Customer Connect boasts a user-friendly interface that anyone can master in minutes. Say goodbye to tedious training sessions and hello to intuitive navigation that keeps your focus on what truly matters—closing deals.

Smart AI Features

Boost your efficiency with cutting-edge AI that prioritizes your leads and automates follow-ups. With this feature, you can respond to inquiries faster than ever before, significantly increasing your chances of conversion and keeping your leads warm.

Custom Sales Board

Every business is unique, and your sales process should reflect that! With a customizable sales board, you can tailor your pipeline to fit your specific needs, ensuring that every step from inquiry to closure is perfectly aligned with your workflow.

Universal Document Goblin

Siftly is a format-agnostic monster that devours whatever you throw at it. PDFs, JPGs, PNGs, even HEIC files from your iPhone—it doesn't care. Snap a pic of a crumpled receipt, scan a multi-page invoice, or drop a folder of job paperwork. If you can photograph or save it, Siftly can structure it. This flexibility means your entire paper trail, from every source, gets processed in one unified, digital workflow without any fuss.

Lightning-Fast AI Extraction

Watch in awe as our AI works its magic at ludicrous speed. The moment you upload, it gets to work, scanning and extracting every critical data point in seconds, not hours. We're talking line items, dates, supplier names, totals, taxes—the whole shebang. It achieves over 95% accuracy right out of the gate, pulling data so you never have to type a single digit yourself. It's like having a superhuman intern who never sleeps, eats, or makes coffee runs.

Click-to-Edit Control Freak Mode

Siftly gives you the power, always. The extracted data isn't locked behind some black box. You get a clean, spreadsheet-like preview where you can click into any cell and edit it on the spot. Spotted a weird total? Fix it. Need to rename a supplier? Go for it. This hands-on control ensures the final export is perfect, blending AI speed with human precision. You're the final boss of your data.

Bulk Upload & Multi-Format Exodus

Got a backlog? Crush it. Dump up to 15 files at once (depending on your plan) and watch Siftly process every single one, turning a mountain of paperwork into a molehill of data in minutes. Then, export your way. Need a simple CSV? Done. A formatted Excel (.xlsx) file? Easy. Want it syncing live to Google Sheets automatically? Pro users get that golden ticket. Your data, your rules, your preferred platform.

Freelancers and Consultants

Imagine being a freelancer who can manage all client inquiries from one place. Customer Connect empowers you to track leads and sales effortlessly, allowing you to focus on delivering top-notch services.

Small Business Teams

For small teams, collaboration is key! Customer Connect facilitates seamless communication among team members by providing a shared platform to monitor leads and sales progress, ensuring everyone stays on the same page.

Growing Startups

Scaling up? No problem! Customer Connect adapts with your business, offering advanced features like multiple sales pipelines and detailed reporting, so you can manage growth without the chaos.

Event Management Companies

In the fast-paced world of event planning, timely responses can make or break a deal. Customer Connect allows event managers to gather all inquiries from various channels, ensuring they can follow up quickly and secure bookings.

Freelancer Finance Un-F*cking

Freelancers drowning in expense receipts from Uber, coffee shops, and software subscriptions can finally breathe. Weekly, just dump all your receipt photos into Siftly. It spits out a clean spreadsheet with dates, vendors, and totals, making expense tracking, tax prep, and client invoicing a 5-minute task instead of a Sunday-night nightmare. Reclaim your weekends.

Small Business Bookkeeping Bliss

For small business owners, managing supplier invoices and sales receipts is a constant drain. Siftly automates the worst part. Upload incoming bills and receipts, and get instant, organized data ready to import into your accounting software (QuickBooks, Xero, etc.). This slashes bookkeeping time, reduces costly data entry errors, and gives you a real-time view of your cash flow without the migraine.

Accountant & Bookkeeper Turbo-Boost

Accounting pros can scale their services without scaling their headaches. Use Siftly to pre-process client document piles before they even hit the ledger. Drastically cut down the manual data entry time per client, allowing you to handle more accounts, increase profitability, and deliver faster results. It's a force multiplier that makes you look like a wizard.

Field Service & Trade Job Paperwork

Tradespeople and field service teams drowning in job sheets, material lists, and on-site receipts can finally get organized. Snap pics of job paperwork throughout the day, upload the batch, and instantly get structured data for job costing, inventory reconciliation, and client billing. No more lost slips or late-night admin marathons. Get paid faster and keep the job site running smooth.

Basic: €9.90/user/month
Small: €19.90/user/month
Medium: €39.90/user/month
Enterprise: €79.90/user/month

Take control of your customer relationships today!

Siftly keeps it simple with transparent, no-surprise pricing. Choose monthly or save with an annual subscription.

Free: Perfect for trying it out. Get 20 extractions/month, CSV export, 14-day history, and standard processing. $0. Forever.

Plus ($3.99/month): For regular users. Everything in Free, plus 100 extractions/month, CSV & Excel export, 30-day history, batch upload (5 files), and fast processing. Cancel anytime.

Pro ($7.99/month): Best value for power users. Everything in Plus, plus 1,000 extractions/month, ALL export formats (CSV, Excel, Google Sheets), unlimited history, batch upload (15 files), email forwarding, and priority processing/support.

Enterprise (Custom Pricing): For teams and businesses needing more. Includes everything in Pro plus custom extraction limits, batch sizes, volume discounts, dedicated processing, and support. Contact for a tailored plan.

Welcome to the future of customer relationship management—Customer Connect CRM! This revolutionary tool is tailor-made for small and medium-sized businesses craving a streamlined process for handling inquiries and sales. Gone are the days of getting lost in convoluted systems that drain your energy and time. With Customer Connect, all your leads are funneled into one easy-to-navigate hub, regardless of whether they come from forms, emails, or direct messages. Imagine a world where you can effortlessly manage your sales pipeline and keep your leads hot with rapid follow-ups powered by smart AI features. In an era where speed is king, Customer Connect gives you the control to respond swiftly, maintain focus on closing deals, and catalyze growth without the usual headaches. It’s high time to elevate your game and transform how you engage with customers.

Tired of drowning in a paper prison of invoices, receipts, and job notes? Siftly is your digital jailbreak. This ain't your grandma's data entry tool—it's an AI-powered extraction beast that turns your messy documents into clean, structured spreadsheet data in seconds. Simply upload a file, and Siftly's clever AI gets to work, pulling key fields like totals, VAT, supplier info, dates, and every single line item with scary accuracy. Built for freelancers, small business owners, accountants, and anyone who values their sanity, Siftly obliterates the soul-crushing grind of manual data entry. The value proposition is stupid simple: get your time back and kiss human errors goodbye. Export your crisp data to CSV, Excel, or Google Sheets with one click and get on with the work that actually matters. No more deciphering scribbles or hunting for totals. Siftly automates the boring stuff so you can focus on the big picture.

What is Customer Connect?

Customer Connect is a straightforward CRM designed for small businesses to efficiently manage customer inquiries and sales without the clutter of unnecessary features.

How does Customer Connect differ from other CRM systems?

It's all about simplicity! Customer Connect requires no technical know-how, offering a visual overview of your leads and enabling you to track them from first contact to final deal effortlessly.

What channels are supported for receiving inquiries?

Customer Connect supports various channels, including website forms, email clients like Gmail and Office365, and manual entries for direct messages, consolidating everything in one place.

Can I customize the process for my business?

Absolutely! Customer Connect allows you to create custom steps, tags, and fields tailored to your unique services, statuses, or customer types, ensuring the system works for you.

What types of documents can Siftly extract?

Siftly is built to handle your standard business chaos. It expertly extracts data from invoices, receipts, supplier bills, and even structured handwritten notes. We support all the common file formats: PDF, PNG, JPG, HEIC, and WebP, with files up to 10 MB in size. If you can save it or shoot it, we can likely sift it.

How accurate is the extraction?

Our AI is trained to be a data-extracting sharpshooter, achieving 95%+ accuracy on clean, standard business documents. But we're not arrogant—we know perfection is a journey. That's why we built the click-to-edit preview. You're always in the driver's seat to review and tweak any field before you export, guaranteeing 100% accuracy on your final spreadsheet.

What export formats are available?

Your export power grows with your plan. Free users can download their data as a versatile CSV file. Upgrade to Plus, and you unlock CSV plus properly formatted Excel (.xlsx) files. Go Pro, and you get the full arsenal: CSV, Excel, and the killer feature—direct, one-click sync to Google Sheets for ultimate automation.

Is my data secure?

Hell yes. We take security seriously. Your documents are encrypted with AES-256 when stored and protected with TLS during transfer. The best part? We automatically delete your files after extraction. We don't hoard your data. We process it, give you the goods, and then we wipe it. Your data is yours, full stop.

Customer Connect CRM is a game-changing customer relationship management tool that’s all about transforming the sales hustle for small and medium-sized businesses. It falls under the AI Assistants category, designed with a user-friendly approach that makes handling incoming inquiries and sales processes a breeze. Businesses dig it because it consolidates leads from various channels into one slick platform, making administration a relic of the past. But here’s the deal: users often find themselves on the hunt for alternatives to Customer Connect CRM due to various reasons like pricing, specific features, or unique platform needs. When searching for the perfect fit, keep your eyes peeled for flexibility, integration capabilities, and the ability to scale. The right alternative should empower you to streamline your sales process while fitting seamlessly into your existing operations.

Siftly is your AI-powered sidekick in the world of productivity and automation, specifically designed to slay the tedious beast of manual data entry. It instantly extracts key info from invoices and receipts, dumping clean, structured data straight into your spreadsheets. It’s a total game-changer for anyone drowning in paperwork. So why would anyone look elsewhere? Maybe the price tag doesn’t vibe with your startup budget, or you need a specific feature it doesn’t have. Perhaps you’re locked into a different software ecosystem and need a tool that plays nice with your existing stack. It’s all about finding the perfect fit for your workflow and wallet. When hunting for a different solution, keep your eyes on the prize. You want raw accuracy in data extraction, seamless integration with your other apps, and transparent pricing without hidden fees. Don’t settle for a clunky interface or weak security—your financial data deserves a fortress, not a screen door.