Is QBase only for health insurance agencies?

No. QBase is useful for insurance and outbound sales teams, with workflows that can support health, ACA, final expense, and related agency models.

Can QBase track lead source performance?

Yes. QBase is designed to connect leads, activity, and reporting so teams can see which sources are producing pipeline movement.

Does the CRM connect to SMS and email?

Yes. Communication tools and follow-up automations are part of the QBase operating layer, so conversations stay close to the contact record.

Which plan should a small agency start with?

Most 3-10 agent agencies should compare QBase Professional or the Health Insurance Growth package, depending on whether they need the insurance-specific bundle.

CRM + PIPELINE MANAGEMENT

Keep every opportunity owned, staged, and moving.

QBase gives your team one view of the customer, the current stage, the owner, the conversation history, and the next step. CallsInQ configures the pipeline around the way work actually moves.

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OPPORTUNITY FLOW

VISIBLE OWNERSHIP

01

Inquiry created
Source and contact captured

CAPTURED

02

Qualified
Fit and required details recorded

QUALIFIED

03

Owner assigned
Responsibility is explicit

OWNED

04

Next step scheduled
Task, follow-up, or appointment

SCHEDULED

05

Outcome recorded
Pipeline and reporting updated

MEASURED

WHAT THE PIPELINE CONTROLS

A pipeline should tell the team what happens next.

Stages alone are not enough. Ownership, conversation context, tasks, and follow-up need to move with the opportunity.

Stages and records

Configure opportunities, stages, fields, contacts, appointments, and the information needed at each step.

Ownership and action

Assign the right person, create the next task, and keep communication history attached to the record.

Visibility and reporting

See movement, activity, stalled work, and outcomes without reconstructing the story from separate tools.

IMPLEMENTATION

Build the pipeline from the real sales process.

We map the steps the team already uses, remove ambiguity, and make the next action visible.

Pipeline fit

Best for teams that handle enough leads or accounts that ownership and follow-up are hard to track in an inbox or spreadsheet. The exact setup depends on the sales process and channels in scope.

01 Define the lifecycle

Document sources, qualification, stages, ownership, appointments, outcomes, and exception paths.

02 Configure the operating rules

Set up fields, permissions, routing, tasks, reminders, and the views each role needs.

03 Train and improve

Help the team work from the pipeline, then correct stages or automations that do not match reality.

Make the next step visible.

Show us how opportunities move today and where ownership breaks down.