QUONCRM
One customer story, from first contact to finished work.
A CRM is a shared place for your customer relationships. QUONCRM extends that picture into follow-up, opportunities, appointments and the projects your team needs to deliver.
For solo owners and teams who are outgrowing scattered spreadsheets, inboxes and disconnected sales and project tools.
From a useful idea to everyday work.
People & companies
Keep contact and company records, ownership, custom fields and saved views together. CSV import supports bringing an existing contact list into the workspace.
Pipeline & forecasting
Move opportunities through your own stages, see deals that need attention, and examine expected business by close month.
Projects & Project Room
Carry the relationship beyond a won deal into client boards, milestones, sprints and risks. Delivery stays part of the customer conversation.
Booking & follow-up
Offer booking, organize tasks and use campaign or recall workflows to keep next steps visible. Email and other provider connections require setup.
Documents & payments
The product site describes e-signatures and Stripe payment links alongside the customer record. Your payment provider remains a separate service.
AI & automation
Explore a business-data AI consultant and rules for recurring work. AI, email and payment providers use your own connections; configure and test them before relying on an automation.
Follow the work.
A consultant receives an enquiry, records the contact, tracks the opportunity, then organizes the promised work as a project. The useful change is a visible next step at each handoff.
Illustrative scenario, not a customer outcome claim.- 01Bring together customer records
- 02Give opportunities an owner and next action
- 03Connect the sale to delivery and follow-up
What to know before you start
The screenshot is the public product website, not a signed-in customer workspace. The CRM demo requires sign-in. Review feature availability, provider requirements and fit on the product site before adopting it.
Product information reviewed against the public QUONCRM site ↗ on September 16, 2026. Visit the product for current availability and terms.
The tool is one part. Getting it working is the other.
QUONtech can help you define the problem, choose a starting point, connect the right systems and prepare your team. Start with one piece of work and agree what a useful result looks like.
Talk about your business →