QrX CRM · Customers and sales
Know every customer.Close every deal.
A CRM built into the platform that already knows every order, parcel and conversation.
People and companies get one profile with their orders, emails, calls, notes and tasks on a single timeline. Calls go through your own CloudTalk account, deals move through pipelines, automations do the follow-up, and your team takes it all along in the QrX app.
One lead, start to finish
From first email to signed deal.
Follow a single lead through the CRM. Every step is logged on the profile, so anyone on the team knows where things stand.
Someone writes to your sales address or fills in a form. The CRM creates the person and company and assigns an owner.
What is inside
Everything your sales team needs, nothing it has to copy by hand.
People and companies, calls, deals and reports share one record, so nobody asks the customer the same thing twice.
One profile for every customer.
Shoppers who order from you appear as people with their order facts. Add leads by hand, by import or from an inbound email.
- Timeline with orders, emails, calls, notes and tasks in one list.
- Companies group people, deals and history under one organization.
- Tags, custom fields and segments to filter and act on the right group.
- Notes with mentions and private file attachments that are scanned first.
- Import, merge and export a CSV in, duplicates merged, a person exported as JSON.
Sales mailbox
An unknown sender becomes a lead.
Point your sales address at the Message Centre. The conversation opens as usual, and the CRM adds the person, the company and, if you want, a deal.
- Reply from the CRM with the sales address as the sender.
- Pick the mode per mailbox: lead only, or lead and deal.
- Assign an owner automatically, so no lead sits unseen.
- Private where it should be because the CRM only shows conversations the viewer may open in the Message Centre.
Automations and scoring
The follow-up happens, even when you are busy.
Build rules that act when something happens, test them on a real record first and read every run in the log. Let lead scoring tell you who to contact first.
- Replied in the last 30 days+20
- Linked to a company+15
- Paid an order+25
- Has a phone number+8
- When, if, then rules with templates to start from.
- Preview before you switch on a rule on a real record, without changing anything.
- A run log for every rule, so you can see what happened and why.
- Scores with reasons so everyone can see why a lead is hot.
The QrX app
Your CRM in your pocket.
Link your work account to the QrX app and take the CRM along to customers, the warehouse and the road.
- Look up anyone and see the profile, timeline and open deals.
- Call, note and task with one tap, in the same app.
- Alerts for reminders and deal changes, without message text on the lock screen.
- Capture a lead on the spot and keep working offline, it syncs when you are back.
Control
Your customers' data, under your control.
Roles decide who may view, edit, call and export. Private by default where privacy matters.
Roles per action
View, edit, delete, import, export, call, manage deals: each is a separate role setting, so access matches the job.
Files are scanned first
Attachments on notes stay unavailable until the security scan accepts them.
Export and erasure
Export everything held about a person as JSON, or erase the person when the law asks for it.
Why one platform
Fewer tools, a clearer customer.
Most shops piece their customer view together from several tools. Here is the difference.
| Separate tools | QrX CRM | |
|---|---|---|
| One customer view | Orders in one tool, conversations in another | Orders, emails, calls, notes and tasks on one timeline |
| Calls | Call logs copied over by hand | CloudTalk calls logged with outcome and recording |
| New leads | Inbound emails pasted into a spreadsheet | An unknown sender becomes a lead the moment they write |
| Team access | Everyone sees everything, or nothing | Role settings per action and private conversations stay private |
| Cost | Another per-seat bill on top of your other tools | A free plan to start and per-seat plans when you grow |
Part of QrX
Works with the rest of QrX.
The CRM reads from the same platform as your payments, parcels and support.
Plans and prices for CRM
Start free and upgrade when you grow. Every QrX price is on one page.
Questions
Good to know before you start
What is QrX CRM?
A customer and sales CRM inside QrX. It keeps people, companies, calls, tasks and deals together with their orders and conversations, so your team works from one record.
Is it really free?
Yes. Every organization can start on the Free plan. Paid plans add things like calling, deals, forecasts, automations, lead scoring and the public API, plus more seats. See the pricing page for the exact plans.
Do I need CloudTalk?
Only for calling. You connect your own CloudTalk account with your own API keys. Without CloudTalk the rest of the CRM works as usual.
Does it use my order data?
Yes. Shoppers who order from you appear as people with their order facts, and you can create a deal from an order. The CRM only reads this data and never changes your orders or payments.
Can I bring my existing contacts?
Yes. Import a CSV, map the columns, and the CRM skips or updates duplicates as you choose. You can also merge duplicates later.
Can I use it on my phone?
Yes. Link your work account in the QrX app to look up people, call, add notes and tasks, follow deals and capture leads, even offline.
How is personal data handled?
Roles control who sees what, private notes and conversations stay private, files are scanned before use, and you can export or erase a person when you need to.
Ready when you are
Start free, grow when it pays off.
Create your account, switch on the CRM and import your first contacts today. Book a demo if you want to see it with your own data.