QrX CRM: what it is, how to get access, plans and limits
What the QrX CRM is
The QrX CRM is where your team keeps every customer in one place: people, companies, notes, conversations, tasks, calls and deals, with the full history of each record. It lives inside the QrX portal, so you do not need another tool. It is for merchants and teams who want to follow up with customers and leads, assign work to colleagues and see how the team is doing. Your own shoppers do not count toward your people limit.
Where to find it in the portal
People who have access see a CRM group in the left sidebar of https://portal.qr-x.app. Open it to see these entries. Each one only shows for a user whose role allows it.
Dashboard: key numbers, charts and the team leaderboard. Needs the role setting View CRM dashboard and reports.
People: everyone you talk to. Import and export start here.
Companies: group people under a company.
Deals: the deals board and table. Needs View deals.
Segments: saved lists of people or companies built from rules.
Tasks: to-dos with due dates. A red number shows overdue tasks; while the CRM group is collapsed the number sits on the group name.
Calendar: meetings, task due dates and deal closes. Needs View calendar.
Quotes: sales quotes linked to people and deals. Needs View quotes.
Sequences: multi-step outreach with consent checks. Needs View sequences.
Calls: the call log. Needs View CRM calls.
Reports: saved and exportable reports. Needs View CRM dashboard and reports.
The sidebar group appears for any user who has the role setting View CRM. Without View CRM dashboard and reports, the CRM opens on People.
Setup screens are not in the sidebar. Open Settings and choose CRM for lifecycle stages, tags, custom fields, pipelines, automations and lead scoring. It shows for users with Manage CRM settings or the permission to manage roles; the setup tabs need Manage CRM settings, and the Activate CRM panel needs the permission to manage roles. Choose Telephony in Settings to connect CloudTalk (needs Manage CRM telephony).
How to get access and activate the CRM for your team
The CRM is billed per user. A user takes one CRM seat as soon as they hold a role with any CRM permission. Administrators do not get CRM permissions automatically, so every person is added on purpose.
Sign in to https://portal.qr-x.app as a user who can manage roles.
Open Settings > CRM. At the top you see Activate CRM with how many CRM seats are in use.
Choose Create CRM roles. This creates the roles CRM sales and CRM manager that do not exist yet. If both already exist, the panel shows Open roles instead.
Give that role to each colleague who works in the CRM: open Settings > Users, edit the user and add the role.
The first time someone opens the CRM, your account gets the Free plan automatically. If your plan has no free seat left, the portal asks you to add a seat (it shows the price per seat per month) before it saves.
Which role settings unlock what
You can build your own roles in Settings > Roles. The CRM group in the role editor lists these settings. Every one of them takes a CRM seat for the user who holds it.
View CRM: see people, companies, notes and activity. Needed for everything else in the CRM.
Edit CRM records: add and change people, companies, notes and tags.
Delete and merge CRM records: delete, erase and merge records, and delete other users' notes.
Assign CRM records to others: set another user as owner. Without it a user can only assign records to themselves.
Import into the CRM and Export from the CRM: bring people in from a file, download people (and reports) as CSV.
Manage CRM settings: lifecycle stages, custom fields and tags, plus the rest of Settings > CRM.
Manage CRM tasks (all colleagues' tasks and the Team view), View CRM calls, Make CRM calls, Listen to call recordings and Manage CRM telephony.
View deals, Edit deals, Manage pipelines: the deals board, changing deals, and pipelines, stages, lost reasons and monthly targets.
View CRM dashboard and reports: the Dashboard and Reports screens and saved report views.
The ready-made roles are CRM sales for sales people and CRM manager. CRM sales can view and edit CRM records and works with deals, quotes, the calendar (including meetings and connecting their own calendar), calls, sequences, the dashboard and reports. It cannot change settings, pipelines, lead forms or telephony, delete, import or export records, or see colleagues’ tasks and restricted records. CRM manager has every CRM permission, including settings. Adjust permissions by editing a role or creating another one. CRM settings apply to the records of your own organization only.
Plans and limits
There are five CRM plans. Prices are in euro. Annual billing is ten times the monthly price. Every plan includes 1 user. On the paid plans, additional users are extra seats at the monthly price listed below; Free cannot have more than 1 user.
Free: 0 per month. 1 user, up to 1,000 people. No pipelines, outreach messages, calls or automations.
Starter: 13 per month (130 per year). Seat: 13 per additional user per month. Up to 25,000 people, 1 pipeline, 50 outreach messages per day, 300 calls per month, 0 automations.
Team: 37 per month (370 per year). Seat: 37 per additional user per month. Up to 100,000 people, 10 pipelines, 200 outreach messages per day, 1,500 calls per month, 0 automations.
Business: 55 per month (550 per year). Seat: 55 per additional user per month. Unlimited people, 50 pipelines, 1,000 outreach messages per day, 6,000 calls per month, 50 active automations.
Enterprise: 74 per month (740 per year). Seat: 74 per additional user per month. Unlimited people, pipelines, outreach messages per day and calls per month, 500 active automations.
What the limits mean: People are people you add by hand, import or receive as leads. Outreach messages per day is how many one-to-one conversations the CRM can start in bulk each day (UTC). Calls per month is how many calls your team can start with click to call each calendar month (UTC). Active automations is how many automation rules can be switched on at the same time. Pipelines is how many pipelines your CRM can have.
What each plan unlocks
Free: People, Companies, Tasks.
Starter adds: Custom fields, CSV import, Merge duplicates, Segments, Bulk actions, Deals and pipeline, Telephony (CloudTalk).
Team adds: Call recordings, Sales forecast, Multiple pipelines.
Business adds: Dashboard and reports, Automations, Lead scoring, Public API.
Enterprise: the same features as Business, with higher limits.
Upgrade card, limit warnings and usage alerts
A screen or feature your plan does not include shows a card, for example "Dashboard and reports is not included in your plan", with "Upgrade your CRM plan to use this feature", the plan that includes it and its monthly price. Users who can see billing get an Upgrade to button (or View plans). Other users are told to ask an administrator of the account.
When you try to add more than a limit allows, nothing is saved and you see "Plan limit reached" for that limit.
When a limit is at 80 percent or more, users who can see billing get a "Plan usage" banner at the top of the portal, for example "People: 800 of 1,000 people used", with "You are close to your plan limit." At 100 percent it says "Limit reached. New items are blocked until you upgrade." You can dismiss the banner for the month. A bell notification is also created once per month for each level.
Seats: Settings > CRM shows "X of Y CRM seats in use". When all seats are used and you give the CRM role to another user, the portal offers to add a seat for the listed price per month.
Changing plan
Open Settings > Billing and choose the plans tab to compare and change plans. If you do not see the CRM plans there, or you need a bigger plan than Enterprise, contact QrX support.
Common problems
I do not see CRM in the sidebar. Your role does not include View CRM. Ask an administrator to give you the CRM sales or CRM manager role.
I see the CRM but not Dashboard, Deals, Calls or Reports. Those need their own role settings (see above), and Deals, Calls and Reports also need a plan that includes them.
A user cannot get the role, or I cannot add more people. All seats are used or you reached the people limit. Add a seat or upgrade.
Still stuck? Contact QrX support and mention your account and the screen you were on.