QuickCRM

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About QuickCRM

Deep Dive with Clara AI

QuickCRM is a cloud-based CRM built by Techforce Global for small and growing businesses in the United States and Europe. It covers the core of sales CRM: capturing and managing leads, tracking every customer activity, automating follow-ups and reminders, and moving deals through a clear sales pipeline with reporting. It is quick to set up and simple to use, so teams don't need a dedicated administrator or a long implementation project to get value from it. Core features: - Lead management - Contact management - Activity tracking (calls, emails, meetings, notes) - Automated follow-ups and reminders - Sales pipeline - Sales reports - Multi-currency and time zones - Built with GDPR principles in mind, including consent tracking and data access controls Start free at quickcrm.io - no credit card required.

Screenshots & Videos

Simple cloud CRM for small and growing businesses

Pricing

Free Trial Available
Starts at $20.0.
View Detailed Pricing

Platforms Supported

Browser Based (Cloud)

Organization Types Supported

Medium Business
Small Business

API Support

Available

Modes of Support

Business Hours, Online

QuickCRM Features

Show Feature Explanation

Show Missing Features

CRM Features

Unique Features

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting outcomes based on performance and historical data.

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customization

Helps to customize the system for use in industry-specific use cases

Standard Features

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Referral Tracking

Track and manage your referred customers.

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Document Management

Ability to store and manage various information and documents in electronic format.

Contact Management Features

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Shared Contacts

Facilitates keeping shared phone list/book with a different team or with specific user groups

Search and Filter

Provides with advance and efficient search/ filter tools to get more refined findings or results

Prospecting Tools

Provides tools to help spotting prospects or potential customers and convert them into actual buyers

Group Management

Helps to create multiple group types for managing a set of common records

Customer Pipeline

Helps to manage sales and business prospects and boosting them down the sales funnel

Contact Import-Export

Helps to input and share important contacts from the application with others

Contact History

Helps to store and logging all types of important contacts and reveals the time and duration as well

Activity Management

Helps to organize and prioritize the tasks and activities of the team to enhance productivity

Email Marketing

Helps to do email marketing and customizes emails to make a good impression to audiences

Appointment Management

Helps to manage patient-doctor appointments in an orderly manner

QuickCRM Pricing

Free Trial

Available

No Credit Card Required, Get Started for Free

Pricing Options

Freemium ( Limited Features )

Premium Plans ( Subscription )

Free Free

30-day trial, no credit card required. 3 users, 500 leads, 5 saved filters, 5 tags, basic dashboard, lead management, activity tracking.

Start Free Trial

Basic $20.00 $20.00 per month

Everything in Free, plus: 5 users, 10,000 leads, 15 saved filters, 25 tags, email/SMTP integration, reports & analytics, CSV import/export, client management. Annual billing saves 2 months.

Start Free Trial

Enterprise Custom

Everything in Basic, plus: custom pricing for large teams, dedicated onboarding support, custom contract & billing terms, volume-based discounts.

Start Free Trial

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