CRM for consultants & service providers

From first contact to project, without lost context

Connect leads, proposals, tasks, projects and time records.

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Save time

Less manual work, more time for clients.

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Reduce admin overhead

Keep processes in one place.

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Work anywhere

At the office, on site or on the go.

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AI assistance

Support for communication and organisation.

CRM for consultants & service providers

CRM for consultants and service providers: from first contact to project

In consulting, continuity decides: who promised what, which quote is open, which tasks are due in the project? QCRM links leads, quotes, tasks, projects and time so information survives the handover from sales to delivery.

  1. Qualify leadsEnquiries and conversations are recorded in a structured way and managed in the pipeline.
  2. Manage quotesQuotes and their status are linked to the customer.
  3. Start projectsTasks and owners are derived from the won engagement.
  4. Collaborate as a teamEveryone sees the same status – no follow-up questions or spreadsheets.

Frequently asked questions

Can I record projects and time in QCRM?

QCRM links leads, quotes, tasks, projects and time. The scope depends on the setup.

How many users can I add?

QCRM Team starts with two users; more users can be added at any time.

More industry solutions: Real estate agents · Property management · Dealerships & workshops · Trades & service businesses · Insurance & financial brokers · Recruitment & staffing · Agencies & marketing services

EXPLORE QCRM

Your clients and workflows. One central solution.

Turn a first meeting into a proposal, then a project with tasks and time tracking.

  • Manage contacts and prospects
  • Coordinate appointments and tasks
  • Keep offers and documents organised
  • Collaborate across your team
POTENTIAL TIME VALUE

What could your saved time be worth?

Explore an illustrative scenario, not a measured or guaranteed QCRM result.

25Hours per month
875 €Illustrative monthly time value
Illustration assumes 20 working days. No guaranteed savings; time value is not a direct cost saving.
FLEXIBLE AND MOBILE

Your CRM, wherever you work.

Access QCRM in your browser on desktop, laptop, tablet or smartphone. Features may vary by device.

  • Desktop and laptop
  • Tablet and smartphone
  • Office and on site
QCRM on laptop and smartphone – illustration with fictional data

Your benefits at a glance

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Less admin

Less manual work, more time for clients.

◎

Clear overview

Keep processes in one place.

▣

Work flexibly

At the office, on site or on the go.

✧

Team collaboration

Support for communication and organisation.

Optional: Omnesto AI calling

Omnesto is a separate optional service, not included in a QCRM subscription.

Omnesto.pro ↗

Ready to simplify your workflows?

Try QCRM free for seven days.

Try free for 7 days →