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Philipp
Neuberger.
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03 / Use & Observe

kontact.

Look after relationships. See the next step.

kontact connects people, companies and the history of their conversations. It focuses on everyday sales work: who would I like to contact, what have we agreed and what comes next? A daily overview, tasks and playbooks bring these questions together.

The story behind it
A sketch of the idea
Current stage
In use
Who it’s for
Sales teams and people looking after customer relationships
What it changes
Go into the next conversation with a clear overview

01 /

The people behind a project

A good customer conversation starts with an interest in the other person. kontact brings people, companies, notes and activities together to build a picture of the relationship and its history.

Custom attributes and product context help shape that picture around the business.

02 /

A clear start to the day

The daily overview shows due steps and upcoming conversations, with a direct route into the relevant task list. Tasks can be rescheduled, completed and put into the context of new plans.

The timeline records what happened next, helping colleagues pick up the thread and prepare for a conversation.

03 /

Make experience useful across the team

Playbooks capture helpful approaches and guide work throughout a customer relationship. AI supports understanding and preparation, with its instructions and results available in a shared catalogue.

For me, kontact becomes especially useful when individual experience turns into a shared way of working. The team can try it out and keep refining it in practice.

From idea to use

What it makes easier.

  • 01See people, companies and activities in context
  • 02Find due and upcoming steps in a daily overview
  • 03Plan and complete tasks alongside the timeline
  • 04Prepare conversations with notes and relationship context
  • 05Capture shared approaches in playbooks
  • 06Follow AI instructions and their results

What I take away

A helpful CRM fits the conversations a team actually has. The next useful step is a good measure of that.
— Philipp

Keep exploring

One idea leads to another.

The whole workshop