What core problems does QuikConect solve?

QuikConect addresses key challenges faced by growing businesses:

• Disorganized lead and sales tracking
• Lack of visibility over field teams
• Manual invoicing and delayed collections
• Poor coordination between departments (sales, HR, purchase, inventory)
• Difficulty in managing remote teams and customer follow-ups

What are the key features of QuikConect?

Which industries benefit most from QuikConect?

QuikConect is highly suitable for:

• Field Service Companies
• Retail & Distribution
• Real Estate & Construction
• Healthcare Services
• Professional Services & Agencies
• Education, Training Institutes
• Manufacturing with Sales Networks

How is QuikConect different from traditional CRMs?

Unlike standard CRMs focused only on sales,QuikConect offers a holistic business operations suite that combines CRM, HRMS, inventory, and communication tools in one unified platform—reducing the need for multiple software subscriptions.

What platforms is QuikConect available on?

• Web Dashboard for admins and managers
• Android & iOS Mobile App for field executives and remote workers

What integrations are available?

• Payment Gateways: Razorpay, Stripe, etc.
• Communication: WhatsApp Business API, email, SMS, voice call

Is QuikConect secure?

Yes. It is hosted on secure cloud infrastructure with:

• SSL encryption
• Role-based access control
• Daily backups

Does QuikConect support multiple users and roles?

Yes. Admins can create multiple users with role-based access and permissions—ideal for teams such as sales, service, accounts, HR, and management.

What support and training is provided?

• Onboarding assistance
• User manuals and video tutorials
• Live chat and email support
• Dedicated account manager (for enterprise plans)

Is a trial available?

Yes. QuikConect offers a 7-day free trial with full access to core modules so you can explore its features before committing.

What pricing plans are available?

QuikConect offers flexible pricing plans based on user count and selected modules:

• Growth: For small teams
• Professional: For growing businesses
• Enterprise: For organizations requiring customization
• Pricing details available at www.quikconect.com

How can I get started with QuikConect?

It’s easy to get started:

• Visit www.quikconect.com
• Request a demo or sign up for the 7-day trial
• Connect with a sales advisor
• Begin using QuikConect’s features instantly

Can I manage inventory and purchases?

Yes. QuikConect provides a full purchase and inventory management module:

• Add vendors and track purchase orders, returns, contracts, and invoices
• Monitor item stocks across warehouses
• Handle goods inward, returns, and adjustments with clear visibility

Does it support field sales tracking?

Absolutely. QuikConect gives you live tracking of your sales force:

• Real-time salesman location

What HR and payroll functionality is included?

The platform includes comprehensive HR features:

• Employee records and attendance
• Timesheets, leave schedules, and shift management
• Full payroll processing—handling commissions, deductions, bonuses, insurance, and tax reporting

Is there a project management module?

Yes. QuikConect integrates project and task management into its core offering:

• Create tasks with due dates and priorities
• Assign roles and monitors task progress
• Log time and link billing directly to projects

How are estimates and invoices handled?

• You can generate estimates that clients can accept and convert instantly into invoices
• Supports recurring billing
• Allows integration with payment gateways for smoother collections

What makes QuikConect unique?

QuikConect offers end-to-end business process automation—from lead generation to payment collection—within a single, user-friendly platform. Unlike basic CRMs, it includes integrated modules for:

• HR & Payroll Integration
• Inventory and Purchase
• Project and Task Management
• WhatsApp & Email Integration
• Route & Attendance Tracking

How does QuikConect help with lead conversion?

• Enables quick quotation and proposal generation
• Tracks customer communication across multiple channels
• Provides reminders and sales activity logs
• Allows managers to monitor team performance live

How does the quotation and invoicing process work?

• Create a quotation from a lead
• Get client approval digitally
• Convert the quotation into an invoice with one click
• Share invoice via WhatsApp/Email
• Accept online payments via integrated gateways

Does QuikConect support multi-user access and permissions?

Yes. It supports role-based user access:

• Admins, Sales, HR, Support, Finance, Project Managers
• Each role gets specific permissions to protect business data

Is QuikConect a cloud-based or on-premise solution?

QuikConect is a cloud-native SaaS product hosted on secure cloud infrastructure (AWS/Google Cloud), which ensures:

• 24/7 availability
• Automated backups
• Data encryption
• Scalability without infrastructure burden

How is data backed up and protected?

• Daily encrypted backups stored in geographically redundant locations
• Role-based access control
• Audit logs for critical actions (add/edit/delete)
• SSL/TLS encryption in transit

How are tasks and project updates tracked?

Each task/project in QuikConect has:

• Assigned users
• Deadline and priority
• Comments, attachments, and logs
• Completion status and time tracking
• Alerts/reminders for overdue items

Can customers receive automated notifications?

Yes. With built-in WhatsApp, SMS, and Email automation, customers can receive:

• Appointment confirmations
• Quotation and invoice links
• Support ticket updates

Does QuikConect support recurring jobs or subscriptions?

Yes. You can:

• Schedule recurring tasks or service visits
• Set auto-renewal invoices
• Automate billing reminders
• Maintain history of recurring jobs and customer approvals

What’s the maximum number of users QuikConect can handle?

There’s no hard limit—the system is tested for scalability to support:

• 05 to 10,000+ users
• High concurrent usage
• Multi-tenant configurations

I’m tired of using WhatsApp, Excel, and notebooks to manage leads. Will QuikConect help?

Absolutely. With QuikConect, you can:

• Capture leads automatically via web forms
• Assign leads to sales reps
• Set reminders for follow-ups

Can my field sales team use QuikConect while traveling?

Yes. QuikConect’s mobile app enables:

• GPS-based check-ins
• Live visit tracking
• Task and lead updates from the field
• Uploading photos, notes, and collecting signatures Managers can view the live status of every salesperson.

Can I see what my sales team is doing daily?

Yes. With daily activity logs, check-in times, call reports, and lead status updates—you get full visibility into your team’s actions, even if you’re not in the same city.

What if I don’t have a dedicated accountant or HR person?

QuikConect automates both:

• Auto-generate invoices & track payments
• Payroll processing with attendance, shifts, and leaves
• Employee record management with minimal data entry You don’t need a full HR or finance team to stay compliant and organized.

Will I get reminders for unpaid invoices or upcoming tasks?

Yes. You receive:

• Real-time notifications
• WhatsApp/email alerts for payments due
• Calendar reminders for meetings, tasks This helps you stay ahead without depending on memory or manual tracking.

I want to track all customer communication in one place. Is that possible?

Yes. QuikConect links:

• Emails
• Call logs and follow-ups
• Notes and documents All in a single timeline view per customer—no more switching between apps

Can I generate a professional quotation or invoice instantly

Yes. In just a few clicks:

• Select a customer and product/service
• Apply taxes, discounts, and terms
• Download the PDF or send it via WhatsApp/email directly

Do I need to install anything to use QuikConect?

No installation required. QuikConect is fully cloud-based. You can log in via:

• Any browser
• Android or iOS mobile app
• Laptop, tablet, or phone Just sign in and start managing your business from anywhere.

What support do I get if I get stuck?

QuikConect provides:

• Live chat support inside the app
• Phone and WhatsApp support (Business Hours)
• Help centre with FAQs
• Personalized Account Manager You’re never left on your own.

How do I know my business data is safe?

Your data is protected with:

• SSL encryption (bank-level security)
• Daily cloud backups
• Role-based permissions (so your sales team can’t see each other’s deals unless allowed)
• Data stored on trusted cloud infrastructure

Can I use QuikConect only for sales and add other features later?

Yes. You can start with the Sales CRM & Lead Management module

• Invoicing
• HR/Payroll
• Inventory
• Project Management as your business grows. It’s modular and flexible.

How soon can I get started?

You can:

• Sign up for a 07-day free trial in minutes at www.quikconect.com
• Add your users and customers
• Start using the mobile app immediately
• Get a guided demo from our team if needed

How does QuikConect help me grow my revenue?

It helps by:

• Reducing lead leakage
• Improving sales follow-up speed
• Making team performance visible
• Helping you quote and close faster
• Saving time on admin, so you focus more on growth

Can I stop anytime or is there a contract?

You can choose Quarterly or annual billing. There are no long-term lock-in contracts. Upgrade or cancel anytime. Your data remains safe and exportable with in two months.

What if my sales team forgets to update the system?

QuikConect makes updates easy and automatic:

• Location-based check-ins
• Follow-up reminders prompt actions It encourages accountability without micromanagement.

Will my team need training to use QuikConect?

Not necessarily. QuikConect is designed to be as simple as WhatsApp or Facebook.

For new users:

• Step-by-step in-app walkthroughs
• Video tutorials
• Optional live training for your team Most teams become productive within 1-2 days.

Can I see the performance of each salesperson or technician?

Yes. The dashboard shows:

• Leads handled and converted
• Tasks completed
• Revenue and collections attributed You can also compare team members and reward top performers.

Can I maintain customer history for repeat service?

Yes. Each customer profile keeps:

• Past purchases/quotes
• Tickets raised and resolved
• Payment records
• Feedback and follow-ups This help your team build long-term customer relationships.

Does QuikConect help with service renewals or AMCs?

Yes. You can:

• Set AMC/contract expiry reminders
• Auto-send renewal quotes
• Schedule recurring tasks
• Track service history Never miss a renewal again!

Can my customers log issues or complaints themselves?

Yes. QuikConect offers:

• A customer support portal (web link)

Can I track product stock and send reminders to buy?

Yes. The Inventory & Purchase module lets you:

• Track item-wise stock by location
• Get low stock alerts
• Raise purchase orders to vendors
• Tag items sold to specific customers Perfect for product-based or distribution businesses.

What types of reports can I generate?

With one click, you can generate:

• Sales reports (daily/weekly/monthly)
• Follow-up reports
• Employee activity reports
• Invoice & payment collection reports
• Project progress dashboards
• Attendance & payroll summaries All exportable to Excel/PDF.

My staff speak over the phone — can QuikConect integrate with IVR or call systems?

Yes. QuikConect can be integrated with IVR (Interactive Voice Response) and cloud telephony providers to streamline customer calls and improve tracking.

Can I restrict what each employee can see?

Yes. With role-based access control, you can:

• Allow sales users to see only their leads
• Give managers access to team-wide data
• Restrict finance modules from non-finance users Your business data stays secure and relevant.

How does QuikConect help with collections?

You can:

• Set payment due dates
• Send automated WhatsApp/email reminders
• Record partial and full payments
• Share invoice links and collect online via Razorpay/Stripe Your collections become faster, easier, and trackable.

Can I migrate my data from Excel or another CRM?

Yes. We offer easy data import from:

• Excel/CSV files (leads, customers, invoices)
• Manual data entry assistance (for larger imports) We also assist with smooth onboarding and transition.

How often is QuikConect updated?

QuikConect is updated every 6 months with:

• New features based on customer feedback
• Security patches
• UI/UX enhancements
• Integration upgrades Updates happen in the background—no downtime.

Can I use QuikConect just for my sales team, and how will it work?

Yes, you can use QuikConect exclusively for your sales team. The platform is modular, so you can enable only the Sales CRM and Lead Management features while keeping other modules (like HR, Inventory, etc.) inactive.

How It Works (Sales-Only Flow):

1. Lead Capture

• Manual entry Auto-import from website, ads, WhatsApp, or forms Tag source (Google, Facebook, Referral, etc.)

2. Lead Assignment

• Based on location, product, availability Each salesperson sees only their assigned leads

3. Follow-Up & Communication

4. Field Visit Tracking (if applicable)

5. Sales Reports

Key Features

• Mobile + Web CRM Access
• Live Sales Dashboard
• Auto Reminders & Alerts
• WhatsApp Integration
• Lead Source Tagging & Filtering
• Role-based Access (only see what’s assigned)
• Excel Report Exporting

Benefits to Your Sales Team

• Never miss a follow-up
• Reduce time on admin work
• Real-time visibility for managers
• Track which ad/source performs best
• Increase accountability and performance

Optional Add-ons:

• IVR/Call Integration (click-to-call + call logs)
• WhatsApp automation for leads

Can I track which salesperson is performing better?

Yes. QuikConect provides detailed sales performance reports by user:

• Leads handled
• Conversion rate
• Response speed
• Revenue generated
• Distance covered (if field-based) This helps identify top performers and those who need coaching.

Can I use QuikConect on mobile only?

Yes. The mobile app is fully functional for sales, including:

• Lead view and update
• Follow-up management
• Route check-ins
• Managers can also view dashboards and reports from mobile.

Does QuikConect support sales targets or goals?

Yes. You can:

• Set monthly/quarterly targets per rep
• Track target vs achievement
• View on the sales dashboard
• Use as part of performance appraisals This motivates teams with clear, trackable goals.

Can I restrict what fields are mandatory for my sales team?

Yes. In the admin panel, you can configure:

• Mandatory fields (e.g., phone, email, source)
• Optional fields (e.g., budget, referral name) This ensures quality data collection while keeping it flexible.

Is there a notification system for sales reps?

Yes. Sales reps get:

• Instant push notifications for lead assignment
• Follow-up and task reminders
• Alerts for overdue leads
• WhatsApp and email notifications (if configured)

Can I filter leads by priority or product?

Yes. Use filters like:

• Priority: High, Medium, Low
• Product or Service type
• Assigned user or team You can save filters for quick future access.

What happens when a sales rep leaves the company?

You can:

• Reassign all leads to another rep in one click
• Lock account access immediately
• Retain complete history and reports of their activities This ensures zero disruption in ongoing sales operations.

Can I upload my existing leads from Excel?

Yes, bulk upload is supported using Excel/CSV format. You can map columns during import and tag them with source, priority, and other details.

Can I track payments from customers?

Yes. If you enable the invoice and payment tracking module, you can track pending payments, collect via payment gateway (like Razorpay/Stripe), and send reminders.

Will QuikConect remind my team to follow up with leads?

Yes. You can set follow-up dates, and QuikConect will send push notifications, email alerts, or WhatsApp reminders to ensure no lead is missed.

Can sales calls be tracked and recorded in QuikConect?

Yes. With call integrations, QuikConect logs:

• Call duration and status (answered, missed)
• Call recordings
• This helps monitor quality and response behavior.

Can I set individual targets for each salesperson?

Yes. QuikConect allows you to set custom sales targets by month or quarter. You can track:

• Achievement vs goal
• Team vs individual contribution
• Real-time dashboards for motivation

How do I measure sales cycle duration?

QuikConect calculates:

• Average time to first contact
• Average time to closure
• Lead stagnation time at each stage You can set alerts for leads sitting too long without action.

Who owns my customer data?

You do. Your company has full control over all lead/customer data. We only provide the platform to manage it. Data can be exported anytime.

Will QuikConect remind my team about daily follow-ups?

Yes. Every user has a personal dashboard with today’s follow-ups, overdue tasks, and upcoming meetings. Notifications are sent via app, email, and push alerts.

Is training provided for my team?

Yes. We offer:

• Free onboarding session
• Help videos and PDF guides
• Live chat & email support Custom training sessions can be arranged for large teams.

What if my staff isn’t tech-savvy?

QuikConect is designed to be extremely user-friendly, available in regional languages, and comes with a mobile app interface that’s as easy as WhatsApp.

Does QuikConect have inventory tracking for products?

Yes, as an optional module. You can:

• Manage product SKUs, stock levels, and pricing
• Link inventory to quotes/invoices
• Get alerts when stock is low

Can I customize lead stages to match my sales process?

Yes. You can add, rename, reorder, or delete lead stages (like "New", "Qualified", "Proposal", "Closed") from the Settings panel to reflect your unique sales funnel.

Can I define custom fields for leads, clients, or jobs?

Absolutely. QuikConect allows you to create custom fields (text, dropdown, number, date) for:

• Leads (e.g., industry type, source code)
• Clients (e.g., GST number, region)
• Projects or jobs (e.g., delivery date, service category)

Can I manage user roles and permissions?

Yes. QuikConect has a Role Management section where you can:

• Create custom roles (e.g., Field Rep, Team Lead, Accountant)
• Define access to modules (Leads, Invoices, Inventory, etc.)
• Set view/edit permissions per role

Can I configure default email and WhatsApp templates?

Yes. Go to Template Settings to create and manage:

• Email reply formats
• Quotation message templates
• Templates can include variables like {Customer Name}, {Product}, {Date}.

Can I set default taxes, currency, and payment terms?

Yes. From the Finance Settings section, you can:

• Set default tax percentages (CGST, SGST, IGST, VAT)
• Choose currency (INR, USD, etc.)
• Define default due dates, terms, and bank details

Can I change the branding of the app with my logo and theme?

Yes. From App Appearance Settings, you can:

• Upload your company logo
• Set your color theme
• Customize login screen or quotation header

Can I integrate my own WhatsApp Business API number?

Yes. In Integration Settings, you can connect your official WhatsApp Business API (e.g., via Twilio, watti, intrakt) and manage templates for automated messages.

Can I import data in bulk from Excel or CSV?

Yes. Go to Data Import Settings, where you can upload bulk leads, clients, items, or tasks. The system includes mapping tools and duplicate checks.

Why Choose Quikconect?

• All-in-one platform – Eliminates 5+ tools
• Scalable – Grows with your business
• Easy adoption – Intuitive interface (like WhatsApp)

ROI Summary Table

Business Case: Why Invest in QuikConect

Problem

Companies struggle with scattered lead data, inconsistent follow-ups, delayed responses, and poor field team coordination—leading to lost sales and high operational cost.

Solution

QuikConect automates lead capture, task assignment, reminders, quotation, invoicing, and communication—all in one app that works seamlessly on web and mobile.

Impact

• 2–3x increase in conversion rate
• 50% faster customer response
• 30–40% reduction in lead leakage
• One platform = less tool fatigue and better data accuracy
• Boost in rep accountability and performance
• Real-time reporting and decision-making

Feature Comparison with Competitors

Real-World Example Business Case

Company Profile

• Industry: Equipment Distributors
• Sales Team: 25 field reps
• Monthly Leads: 1,000
• Current tools: Google Sheets + Manual WhatsApp + Tally

Challenges

• 40% leads not followed up
• No visibility on rep location or activity
• Delays in quotation and billing
• Manual errors in inventory/outstanding tracking

With QuikConect

• Centralized lead flow with mobile follow-ups
• Auto alerts, lead aging reports
• On-the-spot quotations with approval
• WhatsApp reminders + payment gateway links
• Manager dashboard shows performance KPIs
• Real-time inventory for each sales order

ROI in 6 Months

• Closed 2.5x more orders
• ₹12L additional revenue from better lead tracking
• Reduced team coordination time by 60%
• Lower tool cost: 1 app instead of 5+ tools

Client Inputs Section:

With QuikConect (Projected Improvements):

ROI Calculation:

Monthly Revenue Without QuikConect

= (Reps x Leads x Conversion Rate x Deal Value)

= 10 x 50 x 15% x ₹25,000 = ₹18,75,000

Monthly Revenue Without QuikConect

= 10 x 50 x 25% x ₹25,000 = ₹31,25,000

Revenue Uplift

= ₹12,50,000 / month

Cost of QuikConect CRM

= ₹1,000/user/month x 10 users = ₹10,000/month

= 10 x 50 x 15% x ₹25,000 = ₹18,75,000

ROI

= ((Revenue Gain - CRM Cost) / CRM Cost) x 100

= ((₹12,50,000 - ₹10,000) / ₹10,000) x 100 = 12,400%