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CRM & client management

Your entire business, finally connected

GRADO Connect will be the CRM for SMEs that stops being complicated: clients, opportunities, tasks, services and integrated support. Your customers will log into the portal, open tickets and chat with your team — all in one platform.

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Coming soon · We will notify you at launch
What's included
Clients & contacts
Centralised records.
Pipeline & deals
Stages and closing probability.
Tasks & activities
Assignment and deadlines.
Integrated support
Tickets and in-app chat.
Service catalogue
Customer access to your services.
Team & permissions
Granular roles and access.
Full CRM
Manage clients, contacts, referrals and the complete communication history in a single view.
Visual pipeline
Opportunity Kanban: move deals from stage to stage with drag & drop.
Tasks & deadlines
Create tasks, assign to team members, set deadlines. Everything tracked and notified automatically.
Customer portal
Each customer accesses their portal, views their active services and requests support.

What's included

Client, company and contact records
Pipeline: opportunities, stages, value and closing probability
Tasks: create, assign and monitor activities per client
Service catalogue: your products visible to clients
Support: tickets opened by clients on active services
In-app chat for each ticket or conversation
Automatic notifications for tasks, tickets and deadlines
Reports and dashboard on sales, deals and support

Deep dive

Each client has access to a personalised portal where they see their active services, open support tickets, track request status and chat with the team. No lost emails, no untracked requests.

View all opportunities in a Kanban. Set sales stages, track deal value, closing probability and expected date. Automatic alerts for deals that have been stuck too long.

Create tasks linked to clients, deals or tickets. Assign them to team members, set deadlines and priorities. Each task has its own comment and attachment history.

Manage the team with granular roles:
Admin — full access: configuration, users, reports and all companies.
Agent — operational: manages assigned clients, deals, tasks and tickets.
Viewer — read-only: views data without editing.
Client — external portal: sees only their own services and tickets.
How it works

From contact to loyal customer

A complete flow: acquisition, management and support in one platform.

How it works

1
Add a company or contact
Enter manually or import from CSV. Link contacts to companies and assign tags and categories.
2
Create a deal in the pipeline
Open an opportunity, set the estimated value, stage and expected close date.
3
Assign tasks and follow-ups
Create activities linked to the deal, assign to an agent and receive alerts before the deadline.
4
Activate the service and client portal
When the deal closes, activate services. The client receives portal access and can open tickets.
5
Handle support in chat
Tickets land directly in your panel. Reply in chat, update the status and keep everything tracked.
CSV/Excel import
Bring your existing clients in minutes, without retyping anything.
Complete client history
Every interaction, note, call, email and ticket saved in chronological order.
Automatic alerts & reminders
Email and in-app notifications for task deadlines, stalled deals and new tickets.
Real-time sales dashboard
Total pipeline value, deals by stage, average close time and conversion rate.
connect.gradotech.it
Open
Opportunity — Q2 services proposal
da Mario Rossi · 2h fa
In progress
Follow-up scheduled — Thursday 10:00
da Acme Srl · 1g fa
Risolto
Aggiornamento dati fatturazione
da Laura Bianchi · 3g fa
Client confirmed the call ✓
In practice

Pipeline and support integrated

Every opportunity has its thread: notes, tickets and updates at a glance.

Want to be among the first to use GRADO Connect?

The platform is coming soon. Write to us and we will notify you at launch.

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