The Complete Guide to QuickQuote CRM

Our infrastructure is designed for multi-tenant isolation. Each organization has its own secure workspace, branding, and data pool.

Key Capabilities:

• Dynamic Branding: Colors and logos update across the entire UI based on your Organization settings.
• Role-Based Security: Granular permissions ensure staff only see what they need (e.g., Sales, Service, or Admin).
• Session Persistence: Secure cookie-based sessions with PWA (Progressive Web App) support for mobile usage.

Manage the entire revenue lifecycle from one interface.

Core Modules:

• Clients: Centralized CRM tracking contact info, order history, and custom tags.
• Quotations: Build line-item quotes with automatic GST calculation. Supports PDF downloads and one-click conversion to Invoices.
• Tax Invoices: Generate legally compliant GST invoices. HSN codes and tax snapshots are captured at the point of sale.
• Payments: Record partial or full payments. Tracks outstanding balances per quotation.

Keep your back-office and warehouse in sync with your sales team.

Core Modules:

• Products: A visual master catalog. Organize items by Top and Sub categories with high-res thumbnails.
• Delivery Notes: Manage shipments. Items can be added to a "Delivery Tray" to generate challans for logistics.
• Service Requests: Track post-sale issues, repairs, and customer support tickets in an organized queue.

Leverage the Meta Cloud API to communicate professionally.

Core Modules:

• WhatsApp Inbox: A shared team workspace for 2-way messaging using your official WhatsApp Business number.
• Campaigns: Send bulk broadcast templates to customer segments (festive offers, new arrivals).
• Social Hub: Aggregate and monitor mentions or reviews across social platforms.

Control your team and platform settings.

• Staff: Add/Remove users and assign roles (Sales, Technician, Admin, etc.).
• Settings: Update GST details, Billing address, and API credentials for WhatsApp.
• Super Admin: Global oversight for multi-tenant organizations (Platform owners only).