Relationships that drive revenue.
A complete customer relationship platform that helps you find, win, and keep the right clients. Built for all businesses, designed for growth.
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Your customer data shouldn't live in spreadsheets, and your inbox.
If you're like most growing businesses, you're leaving revenue on the table. Leads slip through the cracks. Follow-ups happen too late or not at all. And when you need to know the status of a deal, you're chasing your team for updates instead of closing business.
QBIS CRM changes that.
See your pipeline at a glance
Visual sales pipelines that show you exactly where every deal stands. No more digging through emails. No more guessing.
Automate the busywork
Set it and forget it. Automated follow-up emails, task assignments, and lead scoring so your team focuses on selling, not typing.
Know your customers deeply
Complete contact histories, interaction logs, and custom fields. Every call, email, and meeting in one place.
Built for businesses like yours.
QBIS CRM isn't a one-size-fits-all spreadsheet masquerading as software. We've built specific features for:
- Professional Services
- Wholesale & Distribution
- Manufacturing
- And more!
Need something different? QBIS is fully customisable. We build the features you need.
Lead Management
Capture leads from your website, email, or manual entry. Automatically route them to the right salesperson.
Pipeline Management
Customisable stages that match your sales process. Drag-and-drop simplicity.
Activity Tracking
Calls, emails, meetings, all automatically logged against the contact or deal.
Email Integration
Connect your email (Gmail, Outlook, etc.) and sync conversations directly to QBIS CRM.
Task Automation
Create workflows that trigger follow-ups, assignments, and alerts based on deal stage or activity.
Reporting & Dashboards
Real-time reports on team performance, conversion rates, and revenue forecasts.
Mobile Access
Full CRM functionality on iOS and Android. Your team stays productive anywhere.
Document Storage
Attach proposals, contracts, and files directly to contacts or deals. Everything in one place.
QBIS CRM plays well with others.
Connect QBIS CRM to the tools you already use.
Gmail / Outlook
Email Marketing tools
Payment Gateways
Zapier
Telegram/Whatsapp
Claude Bot
Frequently Asked Questions
Please don't hesitate to contact us if you have any other questions!
Most CRM platforms force you to adapt your business to their way of thinking. QBIS CRM does the opposite.
We start with a powerful foundation, then we build your way. Need a custom field that captures industry-specific data? Done. Want a workflow that matches your exact sales process? Easy. Need integration with your inventory or accounting systems? QBIS CRM connects seamlessly to QBIS ERP, so your sales team sees stock levels and your finance team sees revenue, automatically.
Plus, our implementation + monthly license model means you get enterprise-level customization without enterprise-level price tags. You're not locked into per-seat minimums or surprise upgrade costs.
QBIS CRM gives you the flexibility of custom software with the affordability of SaaS.
Absolutely. QBIS CRM is built to play well with others.
- Email: Connect Gmail, Outlook, or any IMAP-based email. Log conversations automatically against contacts and deals.
- Accounting: If you're using QBIS ERP, integration is seamless. If you use another system (Xero, QuickBooks, etc.), we can build a connector.
- E-commerce: Integrate with Shopify, WooCommerce, or custom online stores. Orders and customer data flow directly into your CRM.
- Everything else: Need to connect to something else? QBIS supports Zapier, giving you access to 3,000+ apps. Or we can build a custom API integration.
You don't have to replace your entire tech stack overnight. QBIS CRM fits into your ecosystem.
Then you've come to the right place.
QBIS CRM is built for businesses that don't fit the cookie-cutter mould. Whether you have complex deal structures, multi-stage approval workflows, or industry-specific data requirements, we build the system around *your* process, not the other way around.
Here's how it works:
1. Discovery: We map your current sales process, pain points, and unique requirements.
2. Configuration: We customise QBIS CRM to match exactly how you work.
3. Refinement: As your business evolves, your CRM evolves with you. Add features, change workflows, or integrate new tools whenever you need.
You're not buying "software." You're buying a system designed for your business!
Security is non-negotiable. QBIS CRM is built on enterprise-grade infrastructure with multiple layers of protection.
- Data centers: Your data is stored in secure, ISO-certified data centers with 24/7 monitoring and biometric access controls.
- Encryption: All data is encrypted in transit (TLS 1.3) and at rest (AES-256). Your information is unreadable to anyone without authorization.
- Backups: Automated daily backups with point-in-time recovery. Accidentally delete something? We can restore it.
- Access control: Granular user permissions so your team sees only what they need. Two-factor authentication (2FA) available.
- Compliance: We can configure QBIS CRM to meet POPIA, GDPR, or other regional data protection requirements.
Optional SLA: Mission-critical clients can add our premium SLA, which includes enhanced monitoring, faster response times, and regular security reviews.
We've designed our onboarding to be thorough but efficient. No six-month implementations. No endless consulting bills.
Step 1: Discovery (1-2 days) – We learn about your team, your sales process, and your goals.
Step 2: Configuration (1-2 weeks) – We set up your QBIS CRM instance: custom fields, pipelines, automation rules, and integrations. You'll see a working system early.
Step 3: Data migration (varies) – We help you import your existing contacts, deals, and history from spreadsheets or your old system.
Step 4: Training (half-day) – Hands-on training for your team. We make sure everyone is confident before you go live.
Step 5: Go live & support – You're up and running. We're here for questions, tweaks, and ongoing support.
Most small-to-medium teams are live within 2-3 weeks. Larger organizations with complex requirements typically take 4-6 weeks.
And because we're QBIS, you're not handed off to a "support team" after implementation. You work with the same people who built your system.
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