ERP Module

Turn Leads Into Projects with a Smarter CRM

Manage contacts, leads, campaigns, deals, proposals, and project handoffs with one connected CRM platform

Lead to Project Lifecycle
BOQ & Cost Estimation
Proposal & Deal Tracking

Capabilities

What CRM unlocks

Manage customers, automate sales activities, and connect awarded deals with project execution through one streamlined CRM workflow

Lead & Opportunity Management

Manage leads, companies, contacts, and deals in one place. Track opportunities through the sales pipeline and keep customer information organized from first contact to conversion

See features

Sales Automation & Proposal Management

Streamline campaigns, email sequences, proposals, and e-signatures to reduce manual sales work and keep customer interactions moving through a structured process

See features

Seamless Project Handoff

Connect awarded deals with project management so that important customer and deal information can move into project execution without starting the process again

See features

CRM WORKFLOW

How CRM Takes Leads to Projects

A connected workflow that moves customer relationships from first contact through sales and into project management

1
Capture Customers & Leads
Bring companies, contacts, and leads into one organized CRM. Keep customer information accessible as prospects enter your sales process
2
Manage Deals & Outreach
Run campaigns and email sequences while tracking deals through the opportunity pipeline. Keep sales activities and customer interactions connected
3
Create & Close Proposals
Generate proposals with e-signatures and manage payment milestones with structured templates as opportunities move toward closing
4
Handoff Awarded Projects
Once a deal is awarded, move it into project management with the relevant customer and deal context, creating a smoother transition from sales to delivery

Challenges

Problems CRM solves

The day-to-day pain points this module removes — and what it puts in their place.

Scattered Customer Information

Centralize companies, contacts, and leads in one CRM so your team can manage customer information from a single organized system

Disconnected Sales and Project Processes

When deals, proposals, and project handoffs are managed separately, important customer and sales information can get lost between teams

About

From Leads to Successful Outcomes

Overview

From Leads to Completed Projects, Effortlessly

QTO CRM brings companies, contacts, leads, campaigns, deals, proposals, and projects into one connected workflow. Manage customer relationships from the first interaction through opportunity management and proposal creation, then move awarded projects into project management without losing important information or context.

Features

Powerful CRM Features for Every Stage

Manage customer relationships, automate sales activities, streamline proposals and payments, and connect awarded deals with project management through one integrated CRM

Company & Contact Management

Organize companies, contacts, and customer information in one centralized CRM. Keep important relationship details structured and accessible, making it easier for teams to manage customer records throughout the sales process.

Company & Contact Management

Lead & Campaign Management

Manage leads with dynamic classification while organizing campaigns and outreach activities from one place. Keep prospects properly categorized and make customer engagement easier to manage as they move through the sales journey.

Lead & Campaign Management

Email Automation & Sales Pipeline

Automate email sequences and manage deals through a structured opportunity pipeline. Track sales activities, follow-ups, and deal progress in one connected workflow to keep opportunities moving forward.

Email Automation & Sales Pipeline

Proposal & Payment Management

Create professional proposals with e-signatures and configure payment milestones using structured, versioned templates. Keep important commercial details organized while moving opportunities smoothly toward completion.

Proposal & Payment Management

AI & Intelligent Automation

Use AI and intelligent automation to support CRM workflows and reduce repetitive processes. Bring smarter assistance into everyday sales activities while keeping key customer and opportunity workflows organized.

AI & Intelligent Automation

Awarded Project Management

Connect successful deals with project management once an opportunity is awarded. Carry relevant customer and sales information into project execution, creating a smoother transition from closing the deal to delivering the project.