The customer's whole history in one profile
Contacts, conversations, purchases, deals and tasks stay connected. The pipeline shows what stage every conversation is at and what the next step is.
- A customer profile with purchases and correspondence
- A sales pipeline in stage columns
- Tasks and next steps on every deal
What changes in your day-to-day work
No more "who is this?"
A customer calls — you open the profile and see orders, complaints and recent conversations. You talk like someone who remembers.
Deals don't slip away
Every sales conversation hangs in the pipeline with an amount and a next step. Nothing dies in an inbox.
A CRM that fills itself in
Purchases and store activity land on the profile automatically — the CRM doesn't need separate feeding.
How it works
CRM in Quantira starts from the data the store already has — so you never begin with an empty base.
The profile builds itself
Customers and their purchases flow into the CRM straight from the store.
Run conversations in the pipeline
Move deals between stages, with amounts and dates on the card.
Close and come back
A won conversation stays in the customer's history — useful for the next sale.
Common questions
Yes — a pipeline with stages, amounts and tasks works well for sales conversations with companies, including longer cycles.
See also
We'll walk you through the panel on a real store and answer your migration questions.