The QrX CRM keeps everyone you talk to in one place: people (customers, leads, partners) and the companies they work for. For each person you see their orders, conversations, notes, tasks and deals. This article explains the People and Companies screens, how to find, add, change, tag and delete records, and the limits of each plan. It is for everyone who works in the CRM.

Open CRM in the left menu, then People or Companies. You need the role setting View CRM. The web address is https://portal.qr-x.app/crm/people. An administrator gives these role settings to your role.

Active filters show as pills. Click the cross on a pill (Remove filter) or Clear filters. The filters are kept in the web address, so you can copy the link. The list loads more rows as you scroll. The companies list works the same way with Search name or domain.

The columns are Name (with the photo, job title, company and a Shopper label when the person is one of your shoppers), Email, Phone, Lifecycle, Next step, Open tasks, Next meeting, Deals, Last touch, Owner, Tags and Orders. Next step shows the next open task and its due date (red when overdue, amber when due today). Without a task it shows the next meeting, or a link to add a task. Open tasks counts open tasks and flags the overdue ones. Next meeting shows the next scheduled meeting. Deals shows open deals and their value. Last touch shows the last message or call and when it happened. These columns count only what you are allowed to see. A score badge appears next to the lifecycle when lead scoring is on for your organization. On a small screen the table scrolls sideways. Click the Columns icon to show, hide or reorder columns, or to reset them. Your choice is remembered in this browser.

If you may edit CRM records, you can change a person without opening them. Click the name, the job title under it, the email or the phone: the cell turns into a field (the name gives a first name and a last name field side by side). Press Enter to save, Esc to cancel, or Tab to save and move to the next cell. Clear an email, phone or job title and save to remove it. Click the lifecycle stage or the owner to pick another one from a small list; it is saved at once. After every save a message appears with Undo for 10 seconds. If the email address or phone number already belongs to another person, or someone else changed this person in the meantime, the cell says why and nothing is overwritten. Only the field you edit is saved. The Email and Phone cells change the main email address and main phone number; extra addresses and numbers are managed on the person page. To open the person page, click anywhere else in the row. Without the permission the cells are read-only and the name opens the person page.

The buttons above the list are quick views, each with a count: All, My people, Overdue tasks, Meeting this week (a meeting in the next 7 days), No next step (no open task and no upcoming meeting), Quiet 30+ days (no message or call for 30 days) and Open deals. The counts follow your other filters. Click a view to apply it. It is kept in the page address, so a refresh or a copied link keeps it. While a view other than All is on, Select all N matching is not offered: tick the rows instead. Click Save this view to save the view and your current filters as a segment you can reuse. Clear the search box first, because a search cannot be saved.

Each row has up to six icon buttons: Add task, Schedule meeting, Log call, Message, Edit and Delete. The first three open the usual form already linked to the person, and the list updates when you save. On a computer the buttons show when you hover over the row. On a small screen they scroll with the row.

If the email address or phone number already belongs to a person, QrX shows A person with this email address already exists. (or the phone version) and offers Open the existing person. Two people cannot share an email address.

Click New company on the Companies list. Only the Company name is required. You can add up to 10 domains (for example example.com), a website that starts with https://, industry, company size, lifecycle stage, owner, address, VAT number, chamber of commerce number, tags and custom fields. When a new person is created from an incoming email, QrX links them to the company that has the sender's domain; free email domains are not used for this.

Click a person to open the person page. It shows the name, lifecycle stage and owner, a strip of facts, the activity timeline and side cards for deals, tasks, tags, linked shopper facts, order totals, contact details and custom fields. Write a note under Add a note. Notes can be formatted (bold, italic, underline, strike-through, lists, quotes, links) and are limited to 20,000 characters. You can mention up to 20 teammates; they get a private notification without the note text. Where available, Attach file adds a JPEG, PNG or text file of up to 1 MB to a saved note (at most 10 files per note, scanned for safety first).

Use Upload photo in the Profile card to add a JPG, PNG or WebP picture of up to 5 MB; QrX stores a private thumbnail. The icons at the top right are Export CRM personal data, Merge duplicates, Message, Edit, Delete and Erase personal data.

For a person who is one of your shoppers, the Linked shopper card shows verified email and phone, SMS and WhatsApp consent, and the Orders card shows lifetime orders, the last 90 days, open and cancelled orders and the first, last and last paid order. These come from the shopper record and are read-only.

The company page shows the facts of the company (domains, website, address, VAT number, chamber of commerce number, size), the people who work there, the activity timeline with notes, deals, tasks, tags and custom fields. To link a person to a company, edit the person and choose the Company.

Anyone who can edit CRM records can pick tags and create a new tag in the person or company form. To rename, recolor or delete tags, or to manage lifecycle stages, open Settings > CRM (you need Manage CRM settings). Custom fields for people and companies are included from the Starter plan: open Settings > CRM > Custom fields, choose People or Companies and add a field. Then edit the record to fill in the value. Use a URL field for a LinkedIn profile.

Tick the boxes in the list (up to 500 rows by hand) or use Select all loaded rows and then Select all N matching. The bar offers Assign owner, Add tag, Remove tag, Set lifecycle stage and Create task, and for people Send message. Review the count and click Apply. One action changes at most 5,000 records. A text search cannot be turned into Select all N matching; tick rows instead. Bulk actions need the Starter plan or higher.

The number of people is limited per plan: Free 1,000, Starter 25,000, Team 100,000, Business and Enterprise unlimited. Import, merge, bulk actions, segments and custom fields are included from Starter. Lead scoring is included from Business. On a plan without a feature you see a message with an upgrade option.

If a problem remains, contact QrX support and say which screen you were on and what you clicked.

You can add a photo when creating a new person, before the first Save. Choose Upload photo, drag the image to select the region, zoom with the slider or pinch, and rotate if needed. Save Photo applies the crop and shows a preview; Cancel keeps the previous photo. For a new person, the photo is uploaded when you save the person. For an existing person, confirming the crop saves the photo immediately. If upload fails after creation, the draft stays available and retry updates the same person without creating a duplicate. JPG, PNG and WebP are supported, up to 5 MB and 4096 pixels per side; the private thumbnail is 512 pixels.