Client Management for Consultants, SMEs and Self-Employed

Store all your client information in a centralized database accessible from any device with an internet connection.

Keep a detailed record of contact information, purchase history, preferences and more.

Update your client information in real time to ensure you always have accurate and up-to-date data.

Keep track of all activities and interactions, including calls, emails, meetings, and notes.

Set up alerts and reminders to ensure you don’t miss any important interactions.

Access the complete communication history with each client for quick and efficient reference.

Segment your client database based on a variety of criteria such as demographics, purchasing behavior, and more.

Create and manage marketing campaigns targeting specific segments of your database.

Generate detailed reports and analysis on different client segments for better decision making.

 Integrate client management with Quantum CRM for detailed tracking and complete administration.

Manage projects and tasks associated with each client from a single platform.

Automate invoicing and collections related to your clients directly from Quantum.

Protect your clients' information with data encryption and secure access policies.

Collaborate with your team in real time, sharing information and instant updates.

Access Quantum from anywhere and on any device, ensuring you always have access to the information you need.