Sales CRM

Sales CRM

QuarterMaster helps you run a better sales process - with 360º lead histories and scoring, one-click engagement, on-record collaboration, everything-automation, and sales analytics.

Leveraging your Client Engagements

Centralised Interface

See a complete history of each contact in one centralised place

QuarterMaster automatically logs emails, phone calls, notes, deals, and other records related to each contact, subsequently making research effortless, so that you can spend more of your time selling.


Schedule appointments effortlessly

Do away with the back-and-forth emails that usually accompany appointment scheduling. Just share a link to your appointment page to let your contacts choose a time from the free time on your calendar.


Reach out instantly, with one-click emailing and calling

Ready to engage? Place a recorded call or start an email from any contact’s record in just a click. With emails, you can start from scratch or work from a pre-built template that fills in relevant contact information. Then, attach a doc or file from QuarterMaster’s document management system. Afterward, see a contact’s communication history right inside their record.


Share deal-related documents that you can collaborate on in the browser

Share marketing, sales and other documents with built-in collaboration tools that let you collaborate directly on documents with contacts. Any engagement with a document is tracked down to the second, per page. with those documents are tracked by person, to the second, on every page.


Build and send quotes, convert them to invoices, and request payments in just clicks

Create a quote in just a few clicks. If it has a discount that needs management approval, QuarterMaster automates the entire approval process down to just a few seconds. Once approved, send the quote to the customer. And if they accept the quote, convert it to an emailable invoice that’s synced with Quickbooks.

Spend more time nurturing customers. Automate everything else.

Data Capture

Always work with the most up-to-date, complete picture of every contact, with automatic email, phone call, chat, and other record capture.

Deal Assignment

Accelerate deals by getting them to the right team member instantly, automatically, as soon as it’s created - via round-robin, deal-load, or other rules.

Email Messaging

Nurture contacts with the right message at the right time, with event-based, or time-based drip campaigns and autoresponders email delivery.

Internal Notifications

Get notified automatically whenever a contact or deal you follow is updated, or when certain conditions are met like high value deals reaching the closed state.


Accelerate deals by getting them to the right team member instantly, automatically, as soon as it’s created - via round-robin, deal-load, or other rules.

Quote Approvals

Accelerate quote approvals with an automated process. QuarterMaster detects when an approval is required, notifies the right approvers for the scenario, and simplifies how they approve.


Eliminate the back and forths that come with scheduling meetings. Just share a link to your appointment page to let your contacts book the best time for them, on your calendar.

Record Creation & Updates

Save time by letting QuarterMaster automatically update contacts and deals whenever programmable by a rule.

Reports & Analytics

QuarterMaster can automatically build and deliver scheduled pre-built insights or custom reports to employees and managers via email.

Breathe new life into customer-facing documents

Centralise, share, collaborate on, track, and optimize documents. Additionally, integrate with Box, Dropbox, and Google Drive for more free space.

Store, search, and share your documents from right inside QuarterMaster

Help sales and marketing get important information to prospects and customers faster by uploading often used presentations and whitepapers to QuarterMaster. From there, salespeople can search for them using any document metadata, or share them with customers in one click.

Share documents in a click from the email composer

In one click you can upload a document, or to share a link to a document in QuarterMaster’s document library. Document links let recipients view the document in QuarterMaster’s tracked document viewer.

Collaborate privately through the document viewer

Exchange messages right on the document viewer. Need to involve someone else? Invite them using the share button. CRM users receive in-CRM notifications of new comments, while other contacts receive email notifications. This keeps everyone in the loop driving deals forward.

See real-time, page-level, and to the second document engagement metrics

See how every contact engages – in real time, at the page level, and to the second, with every document that you share with them, to help guide your next sales conversation.