Solutions/Quantus CRM

Quantus CRM

Customer Relationship & Operations Platform

A comprehensive customer relationship and business operations platform designed to streamline lead management, sales tracking, customer communication, service workflows, and analytics through a centralised digital ecosystem.

Sales Pipeline — This MonthLive
New Leads142
Qualified89
Proposal Sent45
Negotiation23
Won ✓12
8.4% conversion · 4 sources connected · 0 missed leads
4
Core Solution Areas
40+
CRM Modules
9
Industry Verticals
360°
Customer Lifecycle View

Solving Modern Customer Management Challenges

Most businesses struggle to manage customer relationships effectively across fragmented tools and disconnected teams. Quantus CRM addresses these challenges head-on.

Challenge

Scattered Customer Information

Centralise customer interactions, communication, and business records into one unified platform.

Challenge

Poor Lead Visibility

Track leads, opportunities, and customer pipelines through structured workflows and kanban stages.

Challenge

Delayed Customer Response

Improve engagement and service responsiveness through centralised communication tracking and alerts.

Challenge

Manual Sales Processes

Automate sales follow-ups, reminders, stage transitions, and operational workflows.

Challenge

Limited Business Insights

Access real-time customer analytics, sales performance metrics, and operational dashboards.

Challenge

Disconnected Teams

Enable collaboration between sales, operations, support, and management through shared workflows.

Four Pillars of CRM Excellence

Rather than a list of disconnected features, Quantus CRM organises capabilities into four strategic areas that mirror how businesses actually manage customer relationships.

Lead & Opportunity Management

Track and manage customer leads from initial inquiry through to conversion across structured pipeline stages.

Lead Registration & Capture
Opportunity Tracking
Lead Status Management
Sales Pipeline Monitoring
Follow-Up Scheduling
Lead Assignment & Routing
Conversion Tracking

Customer Relationship Management

Maintain centralised customer profiles and full communication history across every interaction.

Customer Profiles
Contact Management
Interaction History
Customer Segmentation
Communication Logs
Activity Tracking
Account Management

Sales & Business Operations

Support sales teams with structured workflows, operational visibility, and task coordination.

Quotation Management
Proposal Tracking
Task Management
Sales Activities
Business Follow-Ups
Team Collaboration
Approval Workflows

Service & Support Coordination

Manage customer service requests and post-sales interactions through structured resolution workflows.

Customer Requests
Ticket Tracking
Service Follow-Ups
Complaint Management
Resolution Monitoring
Escalation Tracking

From First Click to Closed Deal

Every step of the sales process is tracked, automated, and visible in Quantus CRM.

01

Capture

Leads enter from Meta ads, website chat, webforms, or Excel import — automatically tagged by source.

02

Qualify & Score

Custom questionnaires qualify leads at entry. Scoring rules rank them — your team works the hottest first.

03

Pipeline

Deals move through your customised pipeline stages with rules, automations, and kanban visibility.

04

Engage

Calls, emails, meetings, tasks, and notes logged against every lead — full context for every conversation.

05

Campaign Track

Every lead is linked to its campaign — Meta ad, UTM source, or manual entry — for full ROI visibility.

06

Analyse & Win

Real-time dashboards show pipeline health, team performance, and conversion rates by source and stage.

Lead Sources

All Your Leads. One Place.

Quantus CRM captures leads from every channel automatically — no manual entry, no missed opportunities.

Meta Ads

Facebook & Instagram lead ads sync directly into your pipeline in real time.

Website Chatbox

Visitor chats become CRM leads automatically — with full conversation history.

Client Webforms

Embed lead forms on any website — submissions go straight to the pipeline.

Excel Import

Bulk upload existing leads from spreadsheets with intelligent field mapping.

Analytics

Customer & Sales Analytics

Transform customer and sales data into actionable business intelligence through interactive dashboards and analytical reporting.

Lead Conversion Rates
Sales Pipeline Value
Customer Engagement Trends
Opportunity Status Analysis
Follow-Up Performance
Service Resolution Metrics
Revenue Trends
Customer Retention Insights
Team Performance Analytics
CRM Performance DashboardLive Data
1,284
Total Leads
+18%
8.4%
Conversion Rate
+2.1%
$2.4M
Pipeline Value
+31%
67
Active Deals
+12
23
Won This Month
+5
1.2h
Avg Response Time
-18%

Managing the Complete Customer Lifecycle

Quantus CRM enables organisations to manage the full customer journey — from lead generation and sales engagement through to service delivery and long-term relationship management.

The platform helps organisations build lasting customer relationships by providing every team member with the context, tools, and visibility needed to act decisively at every stage of the customer journey.

Improve customer engagement across all touchpoints
Increase operational visibility across the sales pipeline
Strengthen sales coordination between teams
Enhance response times and service quality
Build stronger, longer-lasting customer relationships
Support data-driven business decisions with live analytics

Customer Journey Stages

1
Lead Generation
Multi-channel lead capture from ads, chat, webforms
2
Qualification
Scoring, questionnaires, and pipeline assignment
3
Sales Engagement
Calls, emails, meetings, proposals, and follow-ups
4
Conversion
Deal closure, quotation approval, and handover
5
Service Delivery
Project tracking, ticket management, and support
6
Relationship Growth
Account management, retention, and upsell opportunities

Every Interaction. Logged.

Sales teams lose deals because leads fall through the cracks — missed follow-ups, no visibility, no context. Quantus CRM keeps a complete history on every lead.

Call Logging
Log calls with outcome, duration, and follow-up
Email Tracking
Send and track emails within the CRM
Meeting Scheduling
Schedule, log, and record meeting outcomes
Tasks & Checklists
Due dates, assignees, and completion tracking
Notes
Rich-text notes linked to each lead

Streamlined Team Collaboration & Workflow Management

Enable seamless coordination between business teams through centralised workflows, task tracking, approvals, and customer activity monitoring.

Task Assignments
Assign tasks to individuals or teams with due dates and priority levels.
Follow-Up Reminders
Automated reminders ensure no lead or customer request falls through the cracks.
Internal Notes
Add context and commentary to any lead, customer record, or service ticket.
Approval Workflows
Route quotes, proposals, and service requests through structured approval chains.
Team Coordination
Shared task boards and activity feeds keep cross-functional teams aligned.
Notifications & Alerts
Real-time alerts for pipeline changes, overdue tasks, and new lead arrivals.
Activity Monitoring
Centralised activity dashboard giving managers full visibility into team actions.

Enterprise-Ready CRM Architecture

Built for organisations that need more than a basic contact database — Quantus CRM delivers enterprise-grade capabilities at every layer.

Multi-Department SupportRole-Based Access ControlWorkflow AutomationActivity NotificationsCentralised Communication TrackingWeb-Based AccessMobile-Friendly InterfaceAudit Logs & Activity TrackingIntegration CapabilitiesCloud or On-Premise Deployment

Suitable for Diverse Business Environments

Quantus CRM is designed to adapt to the unique customer management requirements across a wide range of industries and business types.

IT & Technology Services

Healthcare

Construction

Industrial Services

Consulting

Corporate Enterprises

Trading & Distribution

Facility Management

Professional Services

Security

Secure & Centralised Customer Data Management

Quantus CRM is designed with enterprise-grade security and governance controls to ensure safe and reliable management of customer and business information.

Role-Based Permissions

Granular access controls ensuring users only see what they need.

Secure Authentication

User authentication with session management and access controls.

Audit Trails

Full audit log of every action taken on customer records and leads.

Data Access Controls

Field-level permissions restrict visibility of sensitive business data.

SSL Encryption

All data transmitted securely via SSL/TLS encryption protocols.

Centralised Data Management

All customer data stored and managed in a single governed repository.

Backup & Recovery Support

Regular data backups with recovery protocols to ensure business continuity.

Scalable Platform for Business Growth

Quantus CRM is designed to support evolving business operations and future digital transformation initiatives — growing with your organisation as needs expand.

Marketing Automation

Automated campaign workflows and targeted communication sequences.

Customer Portals

Self-service portals for customers to track requests and communication history.

AI-Driven Insights

Machine learning models to predict lead conversion and customer churn.

Workflow Intelligence

Smart workflow suggestions based on historical activity patterns.

ERP Integration

Native connectors to SAP, Oracle, and other ERP platforms.

Mobile Applications

Dedicated mobile apps for field sales and remote customer management.

Advanced Analytics

Predictive dashboards and automated reporting across all CRM dimensions.

Everything CRM. Nothing Missing.

From the first ad click to a signed deal — every step of your sales process is tracked, automated, and visible.

Access Control & Teams

Role-Based Access Control
Define granular permissions per user role — who can view, edit, assign, or delete leads and records.
Team Management
Organise sales teams, assign territories, and set team-level targets and visibility rules.
User Task Management
Each team member has a personal task board — manage daily priorities, deadlines, and assignments in one place.
Audit Trail
Full log of every action taken on every lead and record — complete accountability.

Lead Capture & Import

Meta Integration
Pull leads directly from Facebook and Instagram Lead Ad campaigns — no manual copy-paste, instant sync.
Website Chatbox
Integrated live chat widget for your website — visitor conversations become leads automatically in the CRM.
Client Webform Integration
Embed lead capture forms on any client website — submissions land directly into the CRM pipeline.
Excel Import
Bulk import leads from Excel files with field mapping — migrate existing data in minutes.

Lead Questionnaire & Scoring

Lead Questionnaires
Build custom qualification questionnaires that capture key information at the point of lead entry.
Lead Scoring
Automatically score leads based on responses, source, behaviour, and profile — prioritise your hottest opportunities.
Qualification Rules
Define scoring thresholds that trigger automatic pipeline stage changes or team assignments.
Disqualification Tracking
Record and analyse why leads are lost to improve future campaigns and targeting.

Pipeline Management

Customisable Pipelines
Build multiple pipelines for different products, teams, or sales processes — each with its own stages and rules.
Pipeline Rules & Automation
Set stage-transition rules, automatic task creation, and alerts triggered by pipeline events.
Drag & Drop Kanban
Visual kanban board — move deals between stages intuitively while all activity is logged automatically.
Deal Forecasting
Pipeline-based revenue forecasting with stage probability weighting.

Lead Activity Tracking

Call Logging
Log inbound and outbound calls against leads with outcome, duration, and follow-up scheduling.
Email Tracking
Send and log emails directly within the CRM — full communication history per lead.
Meeting Scheduling
Schedule and log meetings, link to calendar, and record outcomes and next steps.
Tasks & Checklists
Create tasks and structured checklists against any lead — with due dates, assignees, and completion tracking.
Notes
Rich-text notes on every lead — capture meeting minutes, client preferences, or internal commentary.
Activity Timeline
Chronological activity feed per lead — see every call, email, meeting, task, and note in sequence.

Campaigns

Campaign Management
Create and track marketing campaigns — link leads to their source campaign for full ROI visibility.
Meta Campaign Sync
Sync Facebook and Instagram ad campaigns — leads flow in automatically tagged to their campaign and ad set.
Campaign Analytics
Track leads, conversions, and cost-per-lead per campaign to optimise marketing spend.
UTM Tracking
Capture UTM parameters from web sources to understand digital channel performance.

Products & Projects

Product Catalogue
Maintain a catalogue of your products and services — link deals to specific products for revenue tracking.
Project Management
Convert closed deals into projects — track delivery milestones and client handover within the CRM.
Quotation Management
Generate and send product-based quotes directly from a deal record.
Product-level Reporting
See which products are being sold most, at what value, and through which channels.

Website Chatbox

Live Chat Widget
Embed Quantus CRM's chat widget on any website — fully branded and customisable.
Automatic Lead Creation
Visitor details and conversation are captured as a new lead automatically.
Chat-to-CRM Flow
Chat conversations are stored on the lead record — full context for the sales team.
Offline Messages
Capture visitor messages even when no agent is online — leads are never missed.

Analytics & Reporting

Sales Dashboard
Real-time overview of pipeline value, lead volume, conversion rates, and team performance.
Lead Source Analysis
See exactly where your leads come from — Meta, webform, chat, Excel import, or manual entry.
Team Performance Reports
Track calls made, meetings held, tasks completed, and deals closed per user or team.
Conversion Funnel
Visualise drop-off at each pipeline stage to identify where leads are being lost.
Custom Reports
Build and export reports across any CRM data dimension — schedule automated delivery.

Strengthening Customer Relationships Through Digital Transformation

Quantus CRM helps organisations streamline customer operations, improve sales visibility, centralise business communication, and build stronger customer relationships through an intelligent and scalable CRM ecosystem.