Solutions

CRM & Customer 360.

A connected view of every customer relationship — tracking contacts, interactions, goals, portfolios, documents and service history across the full customer lifecycle.

The business challenge

Organisations that manage complex or long-term customer relationships often find that information about those relationships is distributed across email, spreadsheets, individual staff knowledge and disconnected systems. When a customer calls, staff cannot easily see the complete picture. When a key person leaves, relationship history leaves with them. Customer 360 addresses this by creating a structured, accessible record of every customer relationship — one that the whole team can use and that management can analyse.

Who this solution is for

This solution is relevant for financial advisors and wealth managers, banks and lending institutions, professional services firms, healthcare providers managing patient relationships, and any business where the quality of the customer relationship is a competitive differentiator.

Capabilities

Client and contact records with full relationship history

Interaction logging — calls, meetings, emails and follow-ups

Goal and objective tracking at client and family level

Portfolio and asset summary views

Document management integrated with client records

Task and review scheduling with automated reminders

Segmentation and reporting by relationship type, value or status

Integration with communication platforms and calendar systems

How Q1 helps

Q1 designs CRM implementations around the specific relationship model of the business — not a generic sales pipeline. For financial advisors, this means family-level views with goal tracking and portfolio linkage. For banks, it means onboarding workflows and document management. For professional services, it means project linkage and billing integration. Q1 builds on ERPNext CRM, Frappe CRM or custom platforms depending on the complexity and specificity of the requirement.

Data, integrations and architecture considerations

CRM implementations typically integrate with email platforms, calendar systems, document storage, financial data feeds and core banking or ERP systems. Q1 designs the integration architecture as part of the solution design phase and builds connectors appropriate to each system. Data migration from legacy CRM platforms or spreadsheets is included in scope.

Business outcomes

No relationship left unmanaged

Every client interaction is logged and every follow-up is tracked — regardless of which team member handles the relationship.

Consistent client experience

All staff can access the same relationship context, enabling consistent service across the team.

Management visibility

Relationship health, task completion and portfolio performance are visible to management across the entire client base.

Relevant industries

Frequently asked questions

Q1 selects the most appropriate technology for the specific requirement. For many implementations Q1 uses ERPNext, Frappe or custom-built components, but platform selection follows requirements analysis rather than preceding it.

Integration with existing systems is typically part of the implementation scope. Q1 conducts an integration assessment during the consulting phase and designs the appropriate connection method — API, file transfer, middleware or direct database integration — for each system involved.

Implementation typically follows Q1's structured approach: requirements confirmation, configuration, custom development where needed, data migration, testing, training, go-live and post-go-live support. Q1 provides full implementation services and remains accountable through to steady-state operation.

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Discuss your implementation requirement

Tell us about your operations and current constraints. We will confirm whether and how this solution fits your situation.

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