Lead Management
Capture leads from web forms, social, and ads. Automated scoring, pipeline stages, and follow-up reminders.
Multi-source captureAuto scoringPipeline viewFollow-up auto
Customer Database
360° customer profiles with interaction history, purchase records, notes, and smart segmentation tags.
360° profilesTimelineTags & segmentsImport/export
Order Tracking
Full lifecycle order management — placement to delivery. Real-time status, shipping integration, and customer alerts.
Real-time statusShippingSMS alertsReturns
Inventory Control
Track stock across warehouses. Low-stock alerts, batch tracking, and automated supplier management.
Real-time stockMulti-warehouseLow-stock alertsSuppliers
Task Management
Assign tasks, set deadlines, track progress. Kanban boards, priority levels, and team-wide visibility.
Kanban & listDeadlinesPriorityTeam assign
Invoicing & Billing
Generate professional invoices, track payments, automate reminders. Multi-currency for international clients.
Auto invoicesPayment trackingMulti-currencyReminders
Quotations & Estimates
Create, send, and track quotes. Approval workflows, one-click convert to invoice, and client e-signatures.
Quote templatesApproval flow→ InvoiceE-signatures
Reports & Analytics
Visual dashboards with the metrics that matter. Revenue, conversions, team performance — all in real-time.
Custom widgetsRevenue chartsPDF/Excel exportScheduled emails
Workflow Automation
Automate repetitive tasks with if-then logic. Stage transitions, email triggers, assignments — hands-free.
Visual builderConditionsAuto-assignScheduled
Email Campaigns
Drip sequences, promotional blasts, and follow-up emails from within Quantum. Track opens, clicks, conversions.
Drag-drop builderDrip sequencesOpen trackingSegments
Notifications & Alerts
Smart notifications for every critical event — email, SMS, and in-app alerts with custom trigger rules.
EmailSMSIn-app pushCustom triggers
Appointment Scheduling
Built-in calendar with booking links, team availability, and automated reminders. Google Calendar sync.
Booking linksGoogle CalRemindersAvailability
Document Management
Store proposals, contracts, and files linked to deals. Version control, templates, and quick sharing.
Cloud storageTemplatesVersioningShare links
Role-Based Access
Control who sees what. Define roles, set granular permissions, and maintain an audit log of every action.
Custom rolesPermissionsAudit logsTeam mgmt