Keep every lead, follow-up and quotation in one place — while the AI voice agent calls your leads, answers questions, sends quotations on WhatsApp and books demos.
Rahul Sharma · Sharma Traders
“Can you send me the price for 20 users?”
Sure! Sending the quotation on WhatsApp now.
New
12
Interested
7
Demo
4
Won
3
24×7
AI agent never misses a follow-up
Hindi + English
Natural, human-like calls
Seconds
Quotations out on email & WhatsApp
Your team
Roles & permissions per member
Two products, one login
Use the CRM on its own, the AI Voice Agent on its own, or both together — your plan decides.
CRM
From the first enquiry to the paid invoice, every step is in one clean place.
AI Voice Agent
Train it on your website in a minute. It calls, listens, answers and acts.
Overdue and upcoming follow-ups pop up on screen and in the notification bell.
Branded quotations with your logo, bank details and signature — shared on WhatsApp.
Meeting links and calendar invites go out automatically by email and WhatsApp.
Send email and WhatsApp campaigns to the right leads, with unsubscribe built in.
Add team members and choose exactly what each one can view, edit or delete.
Import from Excel or CSV in seconds — the same leads are ready for AI calls.
Plan reminders, payments, AI call results and meetings — all in one bell.
A dashboard of open leads, demos, quotations and money collected.
AI Voice Agent
Set a follow-up, and the AI agent calls at the right time. It knows the lead's history, answers questions about your business and takes the next step on its own.
Train it in a minute
Paste your website link. The agent learns your products, prices and tone.
It calls your leads
New leads, scheduled follow-ups or a whole list — during the hours you choose.
It acts on what it hears
Sends quotations, books demos, updates the lead stage and schedules the next call.
Call summary · auto-generated
Works with Claude
Connect Quick CRM Ai to Claude and work in plain language: get a morning briefing, log a call, plan follow-ups, add leads from an email or draft a quotation, just by asking.
Claude + Quick CRM Ai
Try asking
Create your key
In Quick CRM Ai open Connect Claude from the menu, click Create key and copy the connector link.
Add it to Claude
In Claude go to Customize, then Connectors, then Add custom connector. Name it Quick CRM Ai, paste the link and choose No sign in.
Start asking
Turn the connector on in a chat (+ then Connectors) and ask for today's briefing.
Only the account owner can create keys, and you can revoke a key at any time from Connect Claude.
Start free trialFollow-ups due, demos, open quotations, payments and AMC renewals in one answer.
Find a lead, log a call or WhatsApp, change the stage or reassign it.
Say when, and Claude plans the follow-up, or an AI call by the voice agent.
Turn emails, chats, cards or lists into leads, with duplicate checks.
Claude prices it from your products and saves a draft for you to send.
Claude never messages or calls customers. Quotations stay drafts until you send them.
Pricing
Start with a free trial. Pick a plan when you're ready — pay online by UPI, card or netbanking and renew any time from your account.
Secure payments via Razorpay / Cashfree. Renewing adds days to the time you have left.
Partner programme
Recommend Quick CRM Ai to the businesses you work with and earn commission on every payment they make, including renewals.
Earn a share of every payment your customers make, month after month.
Customers who sign up with your code or link are linked to you automatically.
See your customers, sales, commission and payouts at any time.
Apply with your GST certificate; we verify and activate you quickly.
FAQ
Create your account and we'll activate your trial. You get the full product for the trial period. When it ends, choose a plan and pay online from the Billing page in your account.
Contact us
Questions, a demo, or a custom plan for your team — send a message and we'll get back to you quickly.
Create your account in a minute. Your free trial includes the CRM and the AI Voice Agent.