CRM module

Customers, deals, and orders — in one place

Q9 CRM is a workspace for your team: customer profile, interaction history, orders and deals — all connected and role‑aware.

Operator / manager
Find customers fast, keep context, run the process.
Leadership
Monitor process quality and discipline with data.
Marketing
Work with the customer base and SMS/Email/Push preferences.
Sales team
Manage deals linked to customer context.
Architecture principles

CRM as a core: roles, security, and a unified data loop

CRM is the single source of truth for customers and workflows. Q9 strengthens it with role‑based UI, security by design (including GDPR-oriented encryption), and a unified B2B/B2C core.

Role‑based UI
Different roles get different screens and allowed actions — fewer mistakes, faster operations.
Security by default
A paradigm shift: sensitive data isolation and access control by role and tenant/company scope.
B2B + B2C in one core
One data core for retail, chains, and enterprise scenarios — no duplicated customers or flows.
Workflow discipline
Controlled status transitions and critical actions enable auditability and reduce manual agreements.
Security paradigm shift
Security paradigm shift
Role-aware access and data isolation.
Role‑based UI
Role‑based UI
Dynamic screens per role.
Hybrid B2B + B2C core
Hybrid B2B + B2C core
Different models on one data core.
Landing screenshots

Screens that explain CRM in 30 seconds

These screens exist in Q9 admin and work well for a landing page.

Customers list
Customer table with quick access to the profile.
Admin: /crm/clients
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Customer profile
Contacts + SMS/Email/Push preferences and history.
Admin: /crm/clients/[id]
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Orders list
Filters, statuses, and day‑to‑day order operations.
Admin: /crm/orders
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Deal page
Deal details and related tabs.
Admin: /crm/deals/[id]
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Capabilities

CRM built for operations

Real workflows around customers, orders, deals, and team control.

Customers

Unified profile with data, subscriptions, and connections.

  • Contacts and profile
  • SMS / Email / Push preferences
  • Order context and activity

Orders in CRM context

Statuses, conditions, and operational control.

  • Statuses and transitions
  • Delivery / pickup / banquet
  • Validations on key actions

Deals

Manage deals and related context inside CRM.

  • Deal list and details
  • Change history
  • Linked to customer context

Workflows and permissions

Control actions and scenarios via roles and rules.

  • Roles and permissions
  • Configurable workflow rules
  • Action transparency and audit
Used in

CRM is the foundation of Q9 solutions

Across solutions, CRM connects customers, processes, and analytics.

Food service

Customers + orders + promos + analytics.

View solution

Healthcare

Communication, patient context, and process control.

View solution

ERP

A single customer base for sales, service, and finance flows.

View solution

Retail

Customer base, order history, segmentation.

View solution

Hospitality

Guests, bookings/events and communications.

View solution

Manufacturing

Customers, deals and operational order context.

View solution
Implementation

How we roll out CRM fast

Scenarios → setup → pilot. No long projects.

1) Scenarios and roles
Define roles and daily workflows.
2) Setup profiles and flows
Customers, orders, deals, permissions.
3) Pilot and iterate
1–2 weeks in production-like mode and adjustments.

Simple pricing

Choose a plan that fits your business. All plans include a 14-day trial.

Starter

For small teams

9 900 /mo
  • Pick 3 modules
  • Up to 5 users
  • 5 GB storage
  • Email support
Popular

Business

For growing companies

29 900 /mo
  • All 9 modules
  • Up to 25 users
  • 50 GB storage
  • Priority support
  • AI analytics
  • API access

Enterprise

For large organizations

Custom
  • Everything in Business
  • Unlimited users
  • Unlimited storage
  • Dedicated manager
  • SLA 99.99%
  • On-premise option
FAQ

Common questions

Will it become another spreadsheet?
No — it’s tied to daily operations like orders and deals.
Can we restrict access by roles/companies?
Yes — role-aware and tenant-aware by design.
Do you support messaging preferences?
Yes — SMS/Email/Push preferences in the customer profile.

Want a CRM demo on your scenario?

We’ll tailor a demo for your roles and flows.