CRM

Included in every licence

A CRM inside your accounts: your sales team sees balances, overdue invoices and payment habits beside the deals and calls.

Organisations and contacts

  • Organisations and contacts linked to customers and suppliers; Convert to Customer; a timeline of activities, emails, quotes, orders, invoices and payments.
  • An account panel: balance, overdue, credit limit, on hold, last invoice and payment, average days to pay, sales this year and last.
  • Companies House look-up; tags, custom fields and documents; a duplicate finder with merge; lead scoring.

Activities and calendar

  • Calls, meetings and tasks with owners and due dates; two-click call logging; recurring activities; stage playbooks.
  • Reminders at login and when due; a day and week calendar; export to Outlook or Google Calendar.

Opportunities and pipeline

  • Opportunities with lines from stock and services at price-list prices; a drag-and-drop pipeline with stale-deal warnings; Won creates the quotation or order.
  • Lost reasons, lead sources, forecast by month, win rates and conversion; sales targets per person; renewal and win-back lists.

Campaigns and data protection

  • Mailshots to CRM contacts, customers, suppliers, contract holders or a saved list, with consent checked for each one.
  • Wording that changes per reader ("if overdue..."), paragraphs written once and reused, each customer's own statement attached; scheduled sending within an hourly limit, open and click tracking, follow-ups.
  • UK GDPR and PECR: consent records, an unsubscribe line, subject access export, erase or anonymise, and a retention review.
CRM AccountCRM Account

More of QuiSuite: The Home Dashboard Across the Whole Program Sales Ledger Purchase Ledger Inventory and Stock Control Banking and Cash Nominal Ledger and Financial Statements Report Writer Configuration and Multi-currency Administration, Security and Data Safety Email Letters and Documents Web Browser and Desk Tools Intranet and Messaging Optional modules