QTbrain · CRM and ERP
Your whole company in one system. Connected to your phone.
QTbrain brings customers, sales, invoicing, inventory, purchasing, projects and payroll onto one platform. And because we’re the carrier, every call, WhatsApp and SMS is saved to your customer’s record.
Sales pipeline
New2
Qualified1
Quote2
Negotiation1
Won1
New customer · opportunity created
Activity
Call received on your number and logged
Opportunity qualified by the advisor
Quote sent on WhatsApp
Customer accepted with a 10% discount
Invoice FV-1043 issued
Inventory updated: −50 units
In simple termsQTbrain shows you who’s calling before you answer, and saves everything on the customer record.
What is QTbrain, our CRM and ERP?
A CRM is the system where you keep your customers and track every sale. An ERP organizes the rest of the business: invoicing, inventory, purchasing, projects and payroll. QTbrain brings both together on one platform, so your information isn’t scattered across Excel sheets and programs that don’t talk to each other.
What makes it unique is that it’s connected to your phone. Because we run your number and your phone system, when a customer calls their record opens on its own on the advisor’s screen. Every call is recorded, and every WhatsApp message, email and SMS is saved in the customer’s history, with no copying and pasting.
The system adapts to your business, not the other way around: we learn your processes, adjust fields, formats and approvals, move your data from Excel or another system and support you as you grow. It works from the browser on your computer or phone.
What your business gains
- Your whole business in one system
- The customer record opens on its own when they call
- Sales, receivables and inventory in real time
- Calls and WhatsApp saved in the history
- Adapted to your processes, with data migration
Modules
A module for every area of your company.
CRM and sales
Follow every customer from first contact to close.
- Leads from web, social, calls and email
- Visual pipeline: drag and drop deals
- Automatic lead distribution among advisors
- Quotes, orders, price lists and discounts
Invoicing and accounting
Invoice, collect and see your numbers in real time.
- Invoices, credit notes and recurring billing
- Payments, receivables and bank reconciliation
- Cost centers, budgets and taxes
- P&L, balance sheet and cash flow
Inventory and warehouses
Know what you have, where it is and what it’s worth.
- Multiple warehouses and locations
- Batches and serial numbers
- Receipts, issues, transfers and counts
- Minimum stock alerts
Purchasing and suppliers
Buy better and control every peso spent.
- Requests and supplier quotes
- Purchase orders with approvals
- Supplier scorecards
- Portal for your suppliers
Projects
Plan, assign and see if each project is profitable.
- Tasks, owners and due dates
- Gantt chart
- Timesheets and time-based billing
- Cost and profitability per project
Payroll and HR
Your team organized, from hiring to payroll.
- Employee records and org chart
- Attendance, shifts and mobile check-in
- Leave, permits and approvals
- Payroll, expenses and performance reviews
Customer service
Every request with a number, an owner and a response time.
- Tickets from email, phone and WhatsApp
- Agreed response times (SLA)
- Saved replies and knowledge base
- Portal where customers track their case
Reports and dashboards
Decide with data, not gut feeling.
- Dashboards with live KPIs
- Sales, receivables and inventory reports
- Call and channel reports next to your sales
- Export to Excel or PDF
Our advantage
QTbrain knows who’s calling before you answer.
Because we run your number and phone system, your CRM is truly connected: every conversation lands on the customer’s record automatically, no copy and paste.
- The customer record opens itself when the call comes in
- Click to call, with the recording saved
- WhatsApp and email in each customer’s history
- SMS and voice campaigns to a customer segment
- AI agents create leads and update deals
- Inbound call · 4:12 min
Recording and summary saved
- WhatsApp
“Can you send me the quote?”
- AI agent
Booked a visit for Thursday 10 a.m.
- SMS
Payment reminder delivered
- Invoice FV-1043
Paid · $12,400,000
How we implement it
The system adapts to your company, not the other way around.
We listen
We learn your processes, teams and what slows you down.
We configure
Fields, print formats, approvals and permissions tailored to you.
We migrate
We move your customers, products and balances from Excel or another system.
We train
Your team learns with its own data.
We support
Support and continuous improvements as you grow.
Capabilities
Grow without switching systems.
Multi-company
Run several legal entities from one place.
Multi-currency
Buy and sell in pesos, dollars or other currencies.
Roles and permissions
Everyone sees only what they should.
Approvals
Approval flows for purchases, expenses and discounts.
Automations
Reminders, assignments and tasks that run themselves.
Tailored to you
Your own fields, statuses and print formats.
On your phone
Works in your phone’s browser, like an app.
Import from Excel
Load customers, products and balances in minutes.
Portals
Customers and suppliers check orders and invoices.
Integrations
Online store, payment gateways and your other systems.
Industries
It works for your kind of business.
FAQ about QTbrain CRM and ERP
What’s the difference between a CRM and an ERP?
The CRM organizes your customers and sales; the ERP organizes operations: invoicing, accounting, inventory, purchasing, projects and payroll. QTbrain has both on one platform.
What modules does QTbrain have?
CRM and sales, invoicing and accounting, inventory and warehouses, purchasing and suppliers, projects, payroll and HR, customer service and reports. Also production, point of sale, fixed assets, quality, online store and document management.
How does it connect to my phone?
Because we’re your carrier, when a call comes in the customer record opens on its own, you can call with one click and the recording is saved. WhatsApp, email and SMS are also kept in the history.
Can you move my information from Excel?
Yes. We migrate your customers, products and balances from Excel or another system.
Does it work on mobile?
Yes. It runs in the mobile browser like an app.
Does it work for multiple companies or currencies?
Yes. It handles several legal entities from one place, plus purchases and sales in pesos, dollars or other currencies.
Other services for your business
Let’s talk about your business.
Tell us how your customers reach you today and we’ll send you a free proposal, in plain language with no fine print.