QBASE CRM
Keep calls, texts, follow-up, and pipeline in one operating view.
QBase helps teams capture inquiries, see every conversation, assign the next step, and keep opportunity activity visible. CallsInQ configures the operating workflow with you.
INQUIRY TO NEXT STEP
CONNECTED
01
Inquiry captured
Call, text, form, or contact
Call, text, form, or contact
CAPTURED
02
Conversation visible
History stays with the record
History stays with the record
VISIBLE
03
Team member assigned
The right person gets context
The right person gets context
OWNED
04
Follow-up runs
Tasks, reminders, and workflows
Tasks, reminders, and workflows
ACTIVE
05
Pipeline updated
Next step and activity stay visible
Next step and activity stay visible
MEASURED
WHAT QBASE MANAGES
One place for the customer record and the work around it.
QBase is built for teams that cannot afford to lose context between communication, ownership, and the pipeline.
Conversations and contacts
Keep customer details, calls, texts, email activity, and conversation history connected.
Explore multichannel communication · See high-volume SMS
Explore multichannel communication · See high-volume SMS
Pipeline and ownership
Track opportunities, stages, appointments, assigned owners, and the next action.
Explore sales pipeline management
Explore sales pipeline management
Follow-up and visibility
Run reminders and workflows while keeping activity and reporting available to the team.
Explore follow-up automation · See CRM reporting
Explore follow-up automation · See CRM reporting
IMPLEMENTATION
Configure QBase around the way the team works.
The useful system is the one that reflects real stages, ownership rules, and communication paths.
QBase fit
A strong fit for outbound sales teams, local service businesses, and other phone-driven teams that need conversations, pipeline, and follow-up in one system. Exact channels, entitlements, and implementation scope are confirmed during the sales process.
01
Map the operating workflow
Define lead sources, stages, owners, contact paths, appointments, and escalation rules.
02
Connect and configure
Set up channels, pipeline, fields, routing, permissions, and the required workflows.
03
Train and improve
Help the team use the system, correct weak handoffs, and expand automation after the core process is working.
Bring your current lead workflow.
We will show you how QBase would organize the conversations, ownership, and follow-up.