Lead Management
Capture leads from web forms, social media, and ads. Automated lead scoring, pipeline stages, follow-up reminders, and conversion tracking.
- Multi-source lead capture
- Automated lead scoring
- Pipeline visualization
- Follow-up automation
Order Tracking
Full lifecycle order management — from placement to delivery. Real-time status updates, shipping integration, and customer notifications.
- Real-time order status
- Shipping integration
- Customer SMS/email alerts
- Returns & refund tracking
Reports & Analytics
Visual dashboards with the metrics that matter to your business. Revenue, conversions, team performance, trends — all in real-time.
- Custom dashboard widgets
- Revenue & conversion charts
- Export to PDF/Excel
- Scheduled report emails
Invoicing & Billing
Generate professional invoices, track payments, automate reminders. Multi-currency support for international clients.
- Auto-generated invoices
- Payment tracking
- Multi-currency support
- Overdue reminders
Inventory Control
Track stock levels across warehouses. Low-stock alerts, batch tracking, and supplier management — all automated.
- Real-time stock levels
- Multi-warehouse support
- Low-stock alerts
- Supplier management
Task Management
Assign tasks to team members, set deadlines, track progress. Kanban boards, priority levels, and team-wide visibility.
- Kanban & list views
- Deadline tracking
- Priority levels
- Team assignments
Customer Database
Centralized customer profiles with interaction history, purchase records, notes, and tags for segmentation.
- 360° customer profiles
- Interaction timeline
- Tags & segmentation
- Import/export contacts
Notifications & Alerts
Stay on top of everything with smart notifications — email, SMS, and in-app alerts for every critical event.
- Email notifications
- SMS alerts
- In-app push notifications
- Custom trigger rules
Email Campaigns
Launch drip sequences, promotional blasts, and follow-up emails right from Quantum. Track opens, clicks, and conversions.
- Drag-and-drop email builder
- Drip campaign automation
- Open & click tracking
- Audience segmentation
Workflow Automation
Automate repetitive tasks with if-then logic. Stage transitions, email triggers, status changes, and assignment rules — hands-free.
- Visual workflow builder
- Conditional triggers
- Auto-assign & escalate
- Scheduled actions
Quotations & Estimates
Create, send, and track quotes directly from Quantum. Approval workflows, one-click convert to invoice, and client e-signatures.
- Professional quote templates
- Approval workflows
- Convert quote → invoice
- E-signature support
Appointment Scheduling
Built-in calendar with booking links, team availability, and automated reminders. Perfect for sales calls, demos, and consultations.
- Shareable booking links
- Google Calendar sync
- Automated reminders
- Team availability view
Document Management
Store proposals, contracts, and files linked to deals or clients. Version control, templates, and quick sharing built in.
- Cloud file storage
- Document templates
- Version history
- Share links & permissions
Role-Based Access
Control who sees what. Define roles, set granular permissions, and maintain an audit log of every action across your system.
- Custom user roles
- Granular permissions
- Activity audit logs
- Team management