CRM: Track Leads, Close Deals, All in One Workspace

Spreadsheets, sticky notes, and scattered email threads are not a sales process. CRM on Raq.com gives your team a single place to track every lead from first contact to closed deal.

Leads and pipeline stages

Create leads, assign them to pipeline stages, and drag them forward as conversations progress. Each lead holds contact details, notes, custom fields, and a full activity history so nothing falls through the cracks.

Contacts and organisations

Build a directory of the people and companies you work with. Link contacts to organisations, attach them to leads, and see every interaction in one timeline. No more hunting through inboxes to remember who said what.

Quotes and products

Put together quotes directly inside a lead. Add line items from your product catalogue, set quantities and discounts, and share a clean summary with the prospect. When the deal moves, the quote moves with it.

Activities and logging

Log calls, emails, meetings, and notes against any lead or contact. Filter by activity type, search across your history, and keep a reliable record of every touchpoint your team makes.

Automations

Set up rules that fire when a lead enters a stage, a deal goes stale, or a new contact is created. Automations can assign owners, send notifications, update fields, and trigger follow-up tasks so your pipeline keeps moving without manual chasing.

Email templates

Write reusable email templates with merge fields for contact names, company details, and deal values. When it is time to reach out, pick a template, review the personalised draft, and send. Consistent messaging without starting from scratch every time.

Custom fields and saved views

Add custom fields to capture the data that matters to your business. Save filtered views so you can jump straight to high-value leads, overdue follow-ups, or deals closing this month.

Team collaboration

CRM is account-wide, so your whole team sees the same pipeline. Assign leads to specific members, leave internal notes, and track who did what. Everyone stays in the loop without forwarding emails or scheduling status meetings.

CSV import and export

Moving from another tool? Import your contacts, leads, and organisations via CSV. Export any view when you need the data elsewhere. No lock-in, no complicated migration process.

Included with every plan

CRM is a free tool on Raq.com with no AI usage required. It is included with every subscription plan at no extra cost. Start your free trial. No credit card required.