Questy CRM

Control your sales process and keep operations in sync

Questy CRM helps sales teams follow one clear pipeline, stay on top of activities, and get reporting you can trust, built to connect around your ERP.

One shared sales process that everyone follows
Reports without admin overload
Quotes & sales documents built in
Built around your ERP stack

30 days free. No credit card required.

Trusted for day-to-day sales control.

ISO 27001 certified + GDPR-ready

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ERP-friendly by design

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Built to scale teams

Core capabilities

Why teams choose Questy CRM

Everything you need to standardize your sales funnel, eliminate manual admin, and finally trust your sales data.

Visual pipeline control

Standardize your funnel with clear stages and owners. Turn guesswork into reliable forecasts that the board can trust.

Activity management

Log every call and email in one shared place. Ensure seamless team handovers and zero missed follow-ups.

Advanced quoting

Instantly convert quotes to orders and PDFs. Branded templates linked to every deal. Pro documentation, no retyping.

30 days free. No credit card required.

Pain → Outcome

From “everyone has their own system” to one clear process

If your pipeline lives in inboxes and spreadsheets, you don’t have a sales process. Standardize sales, keep operations in sync.

Before

When every rep has their own system....

No single pipeline: Everyone tracks deals differently, so forecasts are guesswork.
Reports take forever: The board asks for a report and it takes hours to assemble.
Risky handovers: Customer knowledge stays in people’s heads, so handovers are risky.

With Questy CRM

One clear process

One shared pipeline: a process with clear stages, owners, next steps.
On-demand reporting: Reports in minutes, so decisions happen on time.
Clean handovers: Full history per account, easy takeovers, fewer dropped follow-ups.

CRM Features

Everything else you need for operational excellence

Go beyond basic deal tracking with integrated tools designed to manage your team, your data, and your compliance in one place.

360° Customer View

Full Customer History. Every email, quote, and service ticket in one view. Ensure seamless handovers and zero missed details.

Mobility & sales app

Access client data anywhere. Log meeting notes and manage your daily tasks directly from your smartphone.

Analytics & insights

Generate real-time reports instantly. Stop manual processing and get insights your board can trust.

Sales Doc Automation

Create professional PDF orders instantly. Reduce manual typing errors and close deals faster.

Granular Permissions

Control exactly what each user can edit. Protect sensitive data with ISO-certified, role-based access.

Team Leave Management

Track vacation requests inside your CRM. Ensure constant coverage by knowing your team's availability.

KPI Goal Setting

Set individual targets and monitor progress. Keep your team motivated with transparent performance tracking.

Sales Forecasting

Predict future revenue with real-time data. Stop guessing and start planning with accurate pipeline visibility.

Audit Trail History

Track every change made to your customer data. Maintain a full history for internal accountability.

Contextual Team Chat

Use context-based messaging for every deal. Reduce email clutter and keep all knowledge in one place.

Central File Hub

Store contracts and technical files securely. Stop searching through folders and find documents in seconds.

Opportunity Lifecycle

Monitor the full history of every prospect. Understand exactly which actions lead to 'closed-won' results.

Centralized Product Data

Real-time pricing, inventory, and attributes. Power your quotes and orders with data synced directly from your ERP or Excel.

Email & Calendar Integration

Access full customer correspondence history via IMAP. Maintain a unified schedule with seamless CalDav integration for mobile calendars.

Task & Activity Management

Assign tasks instantly and track team progress. Stay organized with shared calendars, events, and reminders to streamline your daily workflow.

Project Management

Streamline project timelines and workflows using Gantt charts and Kanban boards.

30 days free. No credit card required.

Questy Integrated Ecosystem

Need more features? Connect Questy CRM to other solutions or go fully custom when you’re ready

Questy CRM can do a lot as a ready-to-use solution for your sales processes. However, we are a modular system and if your processes require unique logic or deep vertical integrations, you can always expand adding Questy Service and/or Commerce or directly into Questy Business. It’s the same ecosystem, but with a full customization layer tailored specifically to your needs.

Ready to give Questy CRM a go?

You can try any of our paid plans for free for 30 days without entering payment details.

Need more than CRM? See our full ecosystem pricing & bundles.

Questy CRM FAQ

Frequently Asked Questions

What is Questy CRM?

How do I get started with Questy CRM?

Can you help us migrate data from our old system?

Are there mandatory setup or 'hidden' fees?

How difficult is it to connect Questy CRM to my ERP?

Not sure if CRM is your first step?

Start with the operational pain that matters most. If sales control is your priority, begin with Questy CRM. If service delivery or wholesale ordering is the bigger bottleneck today, you can start with Questy Service or Questy Commerce and add CRM later.