petruco digital
The CRM that thinks with you

Less admin.
More momentum.

Conecta brings contacts, deals, meetings and intelligent next steps into one calm workspace built for teams that want to move.

Setup in minutes Built for humans

Overview

Monday, October 14, 2024

JD

Good morning, Jordan

Here's your momentum.

Open pipeline

$184.6k

+18.4%

Won this month

$42.8k

+12.8%

New contacts

248

+24.1%

Pipeline health

Last 30 days

On track
Sep 14Oct 14

Today's focus

4 tasks
Follow up with Northstar
Send Vertex proposal
Prepare Maya's brief

Recent contacts

SM

Sofia Martin

Northstar Studio

EC

Ethan Cole

Vertex Labs

MP

Maya Patel

Arc & Co.

Everything in one place

Your whole customer motion, made visible.

Conecta replaces scattered tools and half-remembered follow-ups with a shared source of truth your team will actually use.

Contacts

Every relationship, finally connected.

Keep people, conversations, notes and next steps in one living profile. Conecta gives your team the context to follow up like they actually remember the conversation.

  • Smart contact timelines
  • Automatic activity capture
  • Segments that update themselves

Deals

See revenue before it happens.

Move opportunities through a pipeline that stays current. Forecast with confidence, spot stalled deals early and know exactly where to focus today.

  • Visual pipeline stages
  • Weighted revenue forecasts
  • One-click deal handoffs

Calendar

Turn momentum into meetings.

Your calendar, availability and customer context work together so every meeting has a purpose and every follow-up has a home.

  • Shared team availability
  • Meeting preparation briefs
  • Follow-up reminders

AI assistant

Your best operator is always on.

Ask Conecta to summarize a call, find a deal at risk, draft a follow-up or tell you what deserves attention next.

  • Natural-language search
  • Instant call summaries
  • Suggested next actions

Company

Understand the account, not just the contact.

See the full relationship around every business. Map stakeholders, open work and account health in one clear view.

  • Account relationship maps
  • Shared company notes
  • Health and activity signals

Tasks

Make the next move obvious.

Conecta turns good intentions into a focused workday. Every task is tied to a person, deal or meeting so nothing gets lost in a list.

  • Priority-based work queue
  • Recurring workflows
  • Team ownership and due dates

Pricing

Simple plans. No surprises.

Start free and upgrade when your team is ready. Every plan includes unlimited notes, full activity history and the workspace you saw above.

Starter

$0forever

For solo operators getting their customer motion organized.

  • Up to 500 contacts
  • One pipeline and one calendar
  • Email and calendar sync
  • Tasks and reminders

Growth

Most popular
$29per user / month

For teams turning relationships into consistent revenue.

  • Unlimited contacts and deals
  • Conecta AI assistant
  • Revenue forecasts and reports
  • Shared inbox and team tasks

Scale

$79per user / month

For organizations that need control, clarity and scale.

  • Advanced permissions and roles
  • Custom reporting and exports
  • SSO and audit logs
  • Priority support

A quieter kind of intelligence

Your CRM should tell you what matters next.

Conecta watches the signal across your customer motion, then turns it into a clear recommendation. No dashboards to decode. No prompt engineering required.

Conecta AI

Your daily brief is ready

You have three high-intent opportunities today. Sofia at Northstar opened your proposal twice this morning. I drafted a follow-up and held a 15-minute slot tomorrow at 10:30.