Save time
Less manual work, more time for clients.
CRM for insurance & financial brokers
Keep customer relationships moving
Organize contacts, follow-ups, meetings and offer status.
By starting, the terms of service and the privacy notice apply.
- ✓ Save time
- ✓ Reduce admin overhead
- ✓ Work anywhere
- ✓ AI assistance
Reduce admin overhead
Keep processes in one place.
Work anywhere
At the office, on site or on the go.
AI assistance
Support for communication and organisation.
CRM for insurance and financial brokers: managing client relationships systematically
Long-term client relationships need structure: follow-ups, call notes and quote status must be findable at any time. QCRM organises contacts, conversations and next steps centrally so no client and no deadline slips out of view.
- Structure contactsClients, prospects and contacts are in one place.
- Document conversationsNotes and agreements are linked to the contact and traceable for the team.
- Set follow-upsTasks remind you of follow-up calls and upcoming appointments.
- Keep quotes in viewThe status of open quotes is always visible.
Frequently asked questions
Does QCRM replace my broker management software?
QCRM is a CRM for contacts, conversations, tasks and quotes. Whether it replaces or complements an existing management system depends on your needs.
Where is the data stored?
QCRM runs on servers in Germany. Details are in the privacy notice.
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EXPLORE QCRM
Your clients and workflows. One central solution.
After a consultation, create a follow-up task and document the next contact.
- Manage contacts and prospects
- Coordinate appointments and tasks
- Keep offers and documents organised
- Collaborate across your team
⌕ QCRM
DEMODashboard
Total orders0
Active pipeline0
Open tasks0
Recent activity
✓New enquiry receivedDemo
✓Viewing appointment scheduledDemo
✓Quote draft savedDemo
Illustrative interface – fictional data
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
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
Your benefits at a glance
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.
Ready to simplify your workflows?
Try QCRM free for seven days.