360° Contact View
All your contact details—right where you need them.
This interface showcases how modern CRM tools simplify contact and deal management. With organized layouts and intuitive sections, users can easily navigate between activities, profiles, and communication history—all designed to support faster decisions and better customer relationships.
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Emails
Track every email sent, opened, or clicked—right where it matters.
Stay on top of your email performance with a clear, organized view of every interaction. From subject lines to send dates, opens, and clicks, this dashboard helps you monitor engagement across thousands of emails. Whether you're optimizing campaigns or reviewing contact history, the Emails tab gives you instant access to what’s working—and what’s not—so you can take smarter action, faster.
SMS
SMS Insights That Help You Stay Connected
Stay on top of your SMS communication with a clear, organized view of message history and delivery status. Whether you're checking which messages were clicked or identifying failed sends, everything is laid out for quick review. The detailed logs help you understand how customers respond, so you can follow up with confidence. It’s a simple way to improve outreach and build stronger connections.
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Deals
All deals linked to this contact—neatly tracked and easy to follow.
Inside every contact profile, you’ll find a complete history of deals linked to that person. This organized view lets you track deal stages, values, and timelines without switching tabs or losing context. It’s the easiest way to understand how each contact contributes to your sales pipeline.
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Notes
Smart follow-ups start with notes that stay visible.
The notes area offers a quick way to document what matters most during client interactions, By storing insights directly in the contact profile, users can revisit key points anytime. This ensures continuity, improves team coordination, and supports a more personalized experience.
Automations
Follow the journey—see what’s been triggered and when
The automation panel provides a timeline of completed workflows for each contact. It’s designed to give users quick insight into past interactions, campaign triggers, and engagement patterns. This clarity supports better decision-making and more personalized communication.
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A full order history—ready to guide your next move
This feature helps teams understand customer behavior, track spending patterns, and tailor future communication based on real purchase data. By keeping order history accessible and easy to scan, it supports smarter sales decisions and more personalized engagement.
Tags & Lists
Segment Contacts with CRM Tags & Lists
Use tags and lists to bring structure to your contact management. With clear categories and flexible filters, you can personalize communication, track engagement, and stay organized—no matter how big your audience grows.
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Simplify your contact strategy with tags that match your goals. Whether you're grouping by interest, etc, tags help you stay focused and responsive.
CRM Lists That Keep You Organized
Build custom lists to manage your contacts with clarity. From groups to daily senders, lists help you stay on top of your outreach and streamline your workflow.
CRM
Frequently Asked Questions
Explore common CRM questions to save time and get started with confidence.
QuillCRM is a complete self-hosted CRM and email marketing automation plugin for WordPress. It combines powerful contact management, sales pipeline tracking, email campaigns, and marketing automation—all within your WordPress dashboard.
Yes, QuillCRM is 100% self-hosted. Your data never leaves your server. Unlike SaaS solutions like Mailchimp or ActiveCampaign, all your contact data, campaigns, and pipeline information stay in your WordPress database, giving you complete ownership and control.
Absolutely not! QuillCRM stores all data in custom database tables separate from your main WordPress database. The admin interface is built as a Single Page Application (SPA) using modern technology, making it incredibly fast and responsive.
No! QuillCRM has no restrictions on the number of contacts you can store or emails you can send. Store unlimited contacts, create unlimited campaigns, and build unlimited sales pipelines without worrying about hitting tier limits or paying success taxes.
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