Everything in Pipeline Intelligence—live AI briefings, Signal copilot, analytics—plus a browser softphone, workspace email, ticket queues, and a live ops wallboard for managers.
Risk score 87 · Renewal $84k · Last briefed 2h ago No exec contact on file — Signal draft ready
Qualified → Proposal
Browser
Softphone — no desk phone required
Shared inbox
Workspace email routed to accounts
Connect Ops
Live calls map & usage wallboard
From $79
Per seat · includes full CRM
Built for phone-first teams
Voice, email, and tickets tied to the same account record.
Connect is a separate product instance with everything in Pipeline Intelligence, plus the channels your reps actually work in—without switching tabs or losing CRM context.
Browser softphone
Inbound and outbound calls in the browser. Caller ID matches a CRM account—the dossier opens before you answer. Click-to-dial from any contact. Dedicated business line provisioned per rep.
Workspace shared inbox
Connect your team's work mailbox once. Incoming threads route to the right account—or flag unassigned mail for triage. Reply from the shared inbox; every send logs to Activity.
Ticket & voice queues
Support queues linked to CRM accounts—plus shared inbound numbers with ACD routing for customer care teams. Tickets, queued calls, and email all live on the same dossier.
SMS from the dossier
Text customers from the rep's Connect line. Threads attach to the account record alongside calls and email—full conversation history in one place.
Connect Ops wallboard
Managers get a dedicated ops view: live calls map, voice queue depth, agent line status, call logs, and usage reporting. Separate admin surface—reps stay in the CRM.
Full Intelligence included
Live AI briefings, Signal copilot, analytics hub, at-risk scoring, reports, and calendar—everything in Pipeline Intelligence ships with Connect. One workspace, not a bolt-on dialer.
How a call works
Briefed before you say hello.
1
Call rings in browser
Inbound to the rep's Connect line. Softphone accepts without a desk phone or separate app.
2
Account matched instantly
Caller ID resolves to a CRM account. Dossier, risk score, and last intel briefing load automatically.
3
Signal on the call
Ask Signal for talking points, draft a follow-up email, or log the outcome—all without leaving the workspace.
Connect pricing
Voice minutes included. CRM and intel included.
Connect plans include the full Pipeline Intelligence platform. Voice and SMS allowances are per seat; intel uses the same shared workspace pool as standard plans.
How is Connect different from Pipeline Intelligence?
Connect is a separate product that includes everything in Pipeline Intelligence plus browser voice, SMS, ticket queues, workspace shared inbox, and Connect Ops. CRM-only teams use Intelligence; phone-first teams use Connect.
Do I need a desk phone?
No. Connect uses a browser softphone—keep the tab open while signed in and allow microphone access. Calls can also ring a mobile number if configured.
What email providers work for shared inbox?
Any work mailbox your team uses—Google, Microsoft, IMAP, Yahoo, iCloud, or custom SMTP hosts. Connect is provider-agnostic; admins connect once under Workspace profile.
What is Connect Ops?
A manager-facing ops surface with live calls map, agent line provisioning, call logs, and usage reporting. Reps work in Connect; admins monitor from Ops.
Are intel runs included?
Yes. Connect includes the full Intelligence platform. Intel usage draws from the same shared monthly pool as standard plans—choose Growth-equivalent capacity or upgrade intel separately.
Can we try Connect before committing?
Yes. 7-day free trial at pipelineconnect.tryedent.com—no credit card required. Sign up and provision your first line in Admin.
Run calls, email, and CRM from one workspace.
Start a 7-day Connect trial—browser softphone, shared inbox, and full AI intelligence included.
