Skip to content

CRM · Calls · WhatsApp · AI

The AI CRM that sells with you

Quality CRM is an AI CRM that brings your sales pipeline, recorded and transcribed calls, power dialer, AI Sales Agent, WhatsApp and email into one platform, and recommends the next step to close every deal.

See all features
  • No setup fee
  • Calls, WhatsApp and AI in one place
  • Building software since 2010

More than 900 education networks have been Quality customers since 2010

  • PBF English Español
  • Edukids
  • The Camp English Training
  • Bateras Beat Music School
  • CML COC

CRM with artificial intelligence

What is an AI CRM?

An AI CRM is a customer and sales management system that, besides organizing contacts, companies and deals in a pipeline, uses artificial intelligence to work alongside your reps: it summarizes the history, transcribes calls, suggests the next step, estimates the chance of closing and drafts messages.

The difference from a regular CRM is that it does not depend only on what reps write down. Calls, emails and WhatsApp conversations are logged automatically, and the AI turns that history into action.

Quality CRM is the AI CRM by Quality Software: sales, communication, activities and dashboards in a single platform, with built-in telephony, a voice AI Sales Agent and the official WhatsApp API.

At a glance

What it is
An AI CRM for sales teams, with built-in calling and WhatsApp
Key features
Kanban pipeline, recorded and transcribed calls, power dialer, AI Sales Agent, Messaging Hub and tickets
Pricing
Per user per month, for teams of 3+ users, monthly or annual, no setup fee. Quote in your demo
Get started
Free demo with a specialist, then a 7-day free trial
Platform
Online, in your browser (cloud)
Company
Quality Software, building business software since 2010

The sales team challenge

Without the right tools, your team works hard and sells less

The most common bottlenecks for teams that sell by phone, WhatsApp and email, and that Quality CRM solves.

  • Scattered information

    Contacts and deals split across spreadsheets, email and each rep's personal WhatsApp.

  • Forgotten follow-ups

    Without reminders or clear next steps, opportunities go cold before the proposal.

  • Repetitive tasks

    Manual dialing, note-taking and messaging eat up the time that should go to selling.

  • No pipeline visibility

    Managers lack reliable data to coach the team and forecast the month.

  • Untracked calls

    Reps call from their own phones and nobody knows what was agreed with the customer.

  • Slow lead response

    Leads from ads and your website wait too long for a first contact and lose interest.

Sales pipeline + AI

A visual sales pipeline, with AI that recommends the next step

Organize contacts, companies and deals and follow every opportunity until it closes, dragging cards across the stages of your sales process.

The AI analyzes the history of each deal and guides your reps: it summarizes what has happened, suggests what to do now and shows the chance of closing, so they focus on the right opportunities.

  • Linked contacts, companies and deals
  • Kanban with custom stages and multiple pipelines
  • Status, value and win probability for every deal
  • History summary before every contact
  • Next best step suggested by the AI
  • Saved filters, tags and sales reports

Calls, recording and transcription

Call, record and transcribe without leaving the CRM

Every conversation with a customer is logged and searchable. Reps call from the browser, right from the record, and the call is recorded, transcribed and summarized by the AI in the deal history.

For prospecting, follow-up or customer success, the power dialer calls a list in sequence.

  • Calls to landlines and mobiles in one click
  • Recording saved to the contact history
  • Automatic call transcription
  • AI-generated call summary
  • Power dialer for call lists
  • Copilot that suggests what to say

AI Sales Agent

Two ways to sell with AI

Choose the right level of automation for each stage of prospecting.

  • Human rep + AI

    Your rep leads the sale and the AI works alongside: it calls and sends email and WhatsApp with AI-written messages.

    • Lead summary and history before every contact
    • Email and WhatsApp follow-ups drafted by the AI
    • Next steps suggested and logged in the CRM
  • Autonomous AI Sales Agent

    A natural-voice agent calls and talks to prospects with no human involvement.

    • Outbound prospecting at scale, every day
    • Every call recorded and transcribed
    • Your team focuses on qualified opportunities

Messaging Hub

WhatsApp, email and chat in one inbox for the whole team

Every channel and the full history of each contact in one place. Reps reply on WhatsApp and email without leaving the CRM, and managers see the team's conversations linked to each deal.

The AI writes follow-up messages, and an agent can reply on its own to the contacts of a campaign.

  • Official WhatsApp (Meta's API) on your company number
  • Multiple WhatsApp numbers
  • Emails from your company account, with history
  • AI-suggested messages
  • Voice messages transcribed
  • Follow-up cadences

Activities and management

Tickets for the team and full visibility for managers

Organize team and customer requests and follow your sales operation with reliable data.

Activities and tickets in kanban

Open, in progress, resolved and closed, with priority, category, assignee and requester. Tickets can also be opened from the support chat, with an AI summary.

Sales dashboard

The key numbers of your sales operation, sales reports, productivity by rep (calls, messages and meetings) and dialer diagnostics.

Who it is for

A CRM for sales teams in every industry

For companies with 3 or more users that sell by phone, WhatsApp and email, in outbound prospecting or inbound lead follow-up.

  • B2B services

    Consulting firms, agencies, accounting and professional services that sell by phone and WhatsApp.

  • Software and technology

    SDR, BDR and closer teams running call cadences and demos.

  • Distribution and manufacturing

    Customer accounts, sales reps and repeat orders tracked in the pipeline.

  • Education

    Schools, language schools, courses and colleges organizing student enrollment.

  • Healthcare and clinics

    Leads from ads answered quickly, with the history of every contact.

  • Franchises and multi-location

    Multiple pipelines and one dashboard for managers to follow every team.

Features

Every Quality CRM feature

Sales, communication, activities and dashboards in a single AI platform.

Sales pipeline and CRM

  • Linked contacts, companies and deals
  • Kanban sales pipeline with multiple pipelines and custom stages
  • Value, forecast, status and win probability for every deal
  • Deal record with pains, objections, buying process and proposal
  • Saved filters, public or private, in list or board view
  • Tags and lost reasons on deals
  • Lead capture from your website and ads, with source and UTM
  • Meetings calendar by month, week and day
  • Files and attachments in the deal history

Calls and telephony

  • Calls to landlines and mobile phones from the browser, in one click
  • Every call recorded in the contact history
  • Automatic call transcription
  • AI call summary and call outcome classification
  • Power dialer for prospecting, follow-up and customer success
  • Call copilot: live transcription and talking points

Artificial intelligence

  • Summary of each deal history before every contact
  • Next best step suggested at every stage of the sales process
  • Win probability to prioritize the right opportunities
  • AI-generated call scripts and email and WhatsApp messages
  • Human rep + AI: calls and sends email and WhatsApp with AI-written messages
  • Autonomous AI Sales Agent: a natural-voice agent that calls and talks to prospects
  • AI agent that replies on WhatsApp to the contacts of a campaign

Messaging Hub

  • WhatsApp, email and chat in one inbox for the whole team
  • Official WhatsApp (Meta API) on your company number, with multiple numbers
  • Emails sent from your company account, with signature and history
  • Transcription of voice messages received on WhatsApp
  • Follow-up cadences with deadlines per rep

Activities and tickets

  • Kanban ticket board: open, in progress, resolved and closed
  • Priority, category, assignee and requester on every ticket
  • Tickets opened from the support chat
  • Chat with an AI assistant that answers first and hands over to an agent
  • AI-generated ticket summary

Management and dashboards

  • Dashboard with the key numbers of your sales operation
  • Sales reports: pipeline, status and probabilities
  • Productivity by rep: calls, messages and meetings
  • Dialer diagnostics: sessions, calls and breaks
  • Real-time notifications

Why Quality CRM

What few AI CRMs offer

Results for reps, managers and the company, without stitching five tools together.

  • Native calling with transcription

    Browser-based calls, recorded and transcribed, with no separate dialer to buy.

  • An AI Sales Agent that calls for you

    A voice agent handles outbound prospecting and hands your team only qualified opportunities.

  • Official WhatsApp API

    Conversations through Meta's official API, on your company number, inside the Messaging Hub.

  • AI in the daily routine

    History summaries, next best step and win probability on every deal, not in a separate tool.

  • One platform, not five tools

    Pipeline, telephony, messaging, tickets and dashboards in the same system.

  • Building software since 2010

    The team behind a management system used by more than 900 education networks.

Comparison

Spreadsheet, typical CRM or an AI CRM with calling and WhatsApp?

What changes in your team's routine when pipeline, telephony and messaging live in the same system.

In your sales routineSpreadsheetTypical CRMQuality CRM
Sales pipeline with win probabilityManualYesYes
Browser calls with recordingNoSometimes, paid add-onYes, built in
AI call transcription and summaryNoRarelyYes
Power dialerNoSeparate toolYes
AI agent that calls prospectsNoNoYes
AI-suggested next stepNoHigher-tier plansYes
Official WhatsApp and email in one inboxNoSometimesYes

Quality in numbers

building business software (since 2010)
15 years
education networks as customers
900+
students managed in our school system
180k+

Free demo

See Quality CRM in action with a specialist

Tell us about your team and we'll show you the CRM applied to your sales process.

  • See the pipeline, calls, AI and WhatsApp applied to your sales process
  • Get answers about telephony, the official WhatsApp API and plans
  • Free and with no commitment
  1. Step 1

    Demo

    A specialist shows Quality CRM applied to your sales process, in a video call.

  2. Step 2

    Setup

    We set up your pipeline, stages and team users together with you.

  3. Step 3

    Team selling

    Your team sells with AI support from day one, starting with a 7-day free trial.

FAQ

Questions about Quality CRM

Straight answers about AI, calls, WhatsApp and getting started. Still have questions? Talk to us on WhatsApp.

What is Quality CRM?

Quality CRM is an AI CRM for sales teams. It brings together a kanban sales pipeline, calls to landlines and mobile phones with recording and transcription, a power dialer, an AI Sales Agent that makes calls on its own, a Messaging Hub with WhatsApp and email, and tickets, all in a single platform. It is built by Quality Software, a business software company founded in 2010.

What is an AI CRM and how is it different from a regular CRM?

A regular CRM stores contacts and deals, but relies on reps to log everything and decide what to do next. An AI CRM works alongside them: it summarizes the history before each contact, transcribes calls, suggests the next best step, estimates the chance of closing and drafts email and WhatsApp messages. In Quality CRM, the AI can even make calls on its own with the Autonomous AI Sales Agent.

How much does Quality CRM cost?

Quality CRM is priced per user per month, for teams of 3 users or more, with monthly or annual billing (the annual plan is discounted) and no setup fee. Since the right plan depends on your team size and on features such as calls and the AI Sales Agent, we share a quote during your free demo. Book a free demo.

How does the free demo work?

Click Book a free demo and leave your name, WhatsApp number and a few details about your team. Our sales team will get in touch to schedule a video call, where a specialist shows the pipeline, transcribed calls, the AI and the Messaging Hub applied to your sales process. After the demo, you can try Quality CRM free for 7 days.

Does the CRM make phone calls? Do I need to change my phone system?

No changes and no PBX needed. Calls to landlines and mobile phones are made from the browser with one click on the contact record, and every call is recorded and transcribed in the contact history. Telephony runs on Twilio: minutes are billed directly to your company's own Twilio account, with no middleman. The power dialer calls lists in sequence for prospecting, follow-up or customer success.

What is the Autonomous AI Sales Agent?

It is an AI agent with a natural voice that calls your contacts and talks to prospects with no human involvement, for outbound prospecting at scale. Every call is recorded and transcribed in the CRM, and your team only receives the qualified opportunities. The voice runs on ElevenLabs, using your company's own account.

Does Quality CRM support the official WhatsApp API?

Yes. WhatsApp runs on Meta's official API, on your company's own number, inside the Messaging Hub, which brings WhatsApp, email and chat into one inbox for the whole team. API messages are billed directly by Meta, separately from your CRM subscription.

Which companies is Quality CRM for?

For companies with sales teams of 3 users or more that sell by phone, WhatsApp and email: services, software, distribution, education, healthcare, franchises and consulting firms, among others. It works both for outbound prospecting (SDRs and BDRs) and for following up on inbound leads from your website and ads.

How does onboarding work?

There is no setup fee, and it takes three steps: a demo of Quality CRM applied to your sales process, the setup of your pipeline, stages and team users, and your team selling with AI support from day one. Optional services (Twilio, the official WhatsApp API and ElevenLabs) are contracted directly by your company.

Who is behind Quality CRM?

Quality CRM is built by Quality Software, a business software company founded in 2010. The same team builds a school management system used by more than 900 education networks.

More sales. Less effort.

Take your sales to the next level with Quality CRM

Pipeline, calls, AI and WhatsApp in one platform. Book a free demo and see it working with your sales process.

How the demo works

Talk to us on WhatsApp

Fill in your details and we'll continue the conversation on WhatsApp.

Your WhatsApp number *