CRM

CRM for sales and customer management

This section contains key CRM subsystems: from managing client bases to controlling funnels, communications, automation, and analytics.

Client Database

Unified client card: contacts, interaction history, agreements, statuses, and segmentation.

Client card
Segmentation
Financial control
Search and filters

Sales Funnel

Tracking deal stages, priorities, and responsible managers from lead to payment.

Deal stages
Priorities and deadlines
Responsible managers
Sales forecast

Communications

Recording calls, emails, tasks, and reminders in a unified customer work process.

Interaction journal
Tasks and reminders
Team comments
Quick context transfer

Task Automation

Coming soon

Action templates, triggers, regulations, and SLA control for repetitive CRM processes.

Event triggers
Process templates
SLA control
Unified data discipline

CRM Analytics

Coming soon

Reports on conversion, manager activity, lead sources, and deal loss reasons.

Stage conversion
Lead sources
Manager efficiency
Loss reasons

What QUINCEFIN CRM offers

CRM works in a unified circuit with accounting, finances, inventory, and reporting. This creates a transparent cycle: customer request → deal → document → payment → result analytics.

Unified client base

Contacts, history, documents, and financial context collected in one card without duplication.

Manageable funnel

Deals aren't lost between managers because every stage, responsible person, and deadline are recorded.

Quick reaction

Communications, tasks, and reminders help not to lose requests and to proceed quickly to the next steps.

Analytics for growth

See which channels provide better leads, where conversion lags, and which processes need automation.

For which scenarios

Processing new requests from websites, phone, email, and messengers
Managing deals from first contact to invoice, payment, and repeat sale
Coordinating sales managers, service, and back-office in one process
Quality control of lead processing, reaction speed, and funnel discipline

Frequently asked questions

Are all CRM features available?

No, some features are currently under development. We mark them with a "Coming soon" badge and add them to the release plan so you can see a transparent status.