Run your whole business from one workspace
QRM fits the way you already work: turn on the modules you need, arrange them your way, and set who approves what. A team of AI agents handles the follow-through, and anything that matters waits for a person.
Free plan · 1 user · No credit card
Claim your address, or find an existing workspace.
43 industry packs. Turned on per workspace.
Browse the packs100+ features.
Zero integrations to babysit
These aren't connected products with a shared logo. It's one system, so the invoice knows the project and the ticket knows the customer.
CRM & Sales
Leads, cadences, opportunities, estimates, email studio, eCommerce
11 featuresFinance
Invoices, bills, POs, contracts, expenses, cashflow forecasting
8 featuresOperations
Projects, schedules, procurement, inventory, fulfillment, risks
10 featuresPeople & HR
Directory, org chart, hiring, time & attendance, PTO, onboarding
8 featuresSupport
Requests, incidents, knowledge base, feedback, client dashboards
Built inMessaging
Channels, DMs, threads, email inbox, comments on everything
Built inDocs & Canvas
Qanvas: docs, decks, pages, sheets, and boards in one shell
80+ appsApps & Automation
Automation Studio, an app builder you talk to, agent skills
Follow the work, not the software
Most tools cover one stage and hand you an integrations page for the rest. QRM follows the job from first contact to paid invoice, in one place.
Capture, score, and close
A full sales floor: capture leads from forms and email, score them automatically, and work them through cadences until the deal is signed.
- Leads & scoring: automatic ranking so mornings start with the right calls
- Cadences: multi-step outreach sequences that don't forget day 6
- Opportunities: pipeline with Go/No-Go gates from first posting to award
- Estimates: draft, send, and convert straight into invoices
From signed to shipped
The deal becomes a project without re-typing anything. Tasks, schedules, materials, and the people doing the work stay on one screen.
- Projects & tasks: milestones, budgets, files, and team assignments
- Schedules: timelines plus a two-way Google Calendar sync
- Procurement: purchase requests, approvals, and warehouse issues tied to the project
- Inventory & fulfillment: stock, orders, and shipments in the same ledger
Invoice it. Watch it land
Finance lives where the work happened, so billing starts from facts: what shipped, who approved it, what the contract says.
- Invoices & bills: draft, approve, send, and track payment
- Contracts: terms, funding, and modifications with a full history
- Cashflow forecasting: see next month before it happens
- Payments ledger: money in and money out, one filterable view
The people side, without a second system
Hours, time off, hiring, and the org chart belong next to the work, not in another tab you pay for separately.
- Time & attendance: clock-ins, time entries, and timesheets
- Leave & PTO: requests, approvals, and balances
- Hiring: jobs, applicants, interviews, and offers
- Recognition: every teammate has a Q Coin wallet for rewards
Support that knows the whole story
When a customer writes in, the ticket opens next to their projects, invoices, and history. Nobody asks them to repeat themselves.
- Requests & incidents: submit, triage, and resolve with metrics
- Client portal: customers see live, read-only project status
- Knowledge base: searchable answers your agents also read
- Reputation: review requests and monitoring
You say it once. It gets done, on the record
QaiS and its agents hold real tools inside your workspace. They move the milestone, open the ticket, and send the update themselves. Tool runs record who asked and what ran, with confirmation and recovery controls where the action supports them.
QaiS · 6:42 AMQaiS, the operator
The workspace's standing agent. It knows your projects, customers, and finances, and it answers with actions, not links to help articles.
Watch rules
Standing arrangements you make in a sentence: “when an invoice gets paid, tell me.” The agent messages you when it happens.
Background work you can watch
Hand an agent a slow job and a live card appears in the conversation while it researches, drafts, or builds. Come back when it's finished.
An agent marketplace
Browse specialist agents and enable them per workspace. Workspace context is used to perform your request and is never used to train AI models.
Built for your trade. Turned on per workspace
43 packs sit on top of the core and switch on from workspace settings. Jobsite for crews, Operations Center for emergency managers, care plans for practices. Every pack shares the same people, projects, invoices and agents.
Field Service & Trades
Jobs, crews and service calls on top of the projects you already run.
Read the Field Service & Trades page-
jobsite
Jobsite
Each job over its project, from the contract and billing to the crew on site.
- Milestone, CLIN and schedule-of-values billing with pay applications
- Daily logs, punch list, RFIs and submittals
- Change events, with unpriced changes flagged
- Dispatch board, work orders and service agreements
- Documents with revisions, markups and outside share links
- Subcontractor directory with insurance compliance
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scheduling
Scheduling
Appointments for any business that books its time.
- Bookable services and the resources they use
- Weekly booking hours
- One appointment book for the team
- Public booking page that needs no customer account
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roofing-os
Roofing
The roofer's storm and sales desk, from last night's hail to a signed job.
- Last night's hail mapped over every roof you know
- Storm response lists: past customers, door-knock routes, postcards
- Seven-stage pipeline from lead to paid
- Roof measuring and Good, Better, Best proposals
- Insurance claims with a supplement finder
- Agents draft the texts; a person sends them
Emergency Management
The common operating picture, public alerts, evacuations, shelters and the registry of people who need help first.
Read the Emergency Management page-
evacuation-command
Evacuation Command
Evacuation orders by zone, from the first warning to the after-action record.
- Zone orders set one at a time or in bulk
- Road closures, hazards, routes and shelters on the map
- Playbooks and drills
- Every status change logged with who made it
- Genasys, FIRIS and county zone feeds kept in sync
- After-action records
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signal-command
Signal Command
Siren and radio coverage planning.
- RF and audio sites with their antennas and sirens
- Coverage rendered over 3D terrain
- Device profiles applied across sites
- GeoJSON, KMZ and PNG coverage exports, device CSV
- Site snapshots and share links
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threatsense
ThreatSense
One event feed for every source you watch.
- NWS, NOAA, IPAWS and XWeather feeds plus your own sensors
- Events scored, matched by location and deduplicated
- Coverage view and event history
- A clean stream for operator triage and the public portal
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fire-flood-forecast
Fire & Flood
Fire weather and flood forecasts on your map.
- NWS fire weather, SPC outlooks and Red Flag warnings
- NOAA river forecasts and the National Water Model
- Fire-spread and flood-extent projections
- Thresholds that raise an event for an operator to review
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rallypoint
RallyPoint
The public portal, and the volunteer and transport work behind it.
- Residents see published events and check in as safe
- Surveys and alert subscriptions
- Access and functional needs registry with transport
- Volunteer corps with deployments, shifts and SMS recall
- Damage assessment and dispatch
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operations-center
Operations Center
One room for incidents, assets and published feeds.
- Common operating picture over incidents, assets and feeds
- Coverage planner on the same map
- SiSA alerting consoles in the room
- Sized for one facility or a statewide EOC
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sisa
Smart Alert
The SiSA mass notification desk for emergency managers.
- Text, voice, email and IPAWS alerts
- Send to a drawn area on the map or to a group
- Templates, CAD automations and NWS alert automations
- Training mode for practice sends
- Audit history of every alert
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ics-library
ICS Library
FEMA and NIMS forms, ready to fill.
- ICS forms 201 through 225
- Incident Support Model EOC forms
- FEMA Public and Individual Assistance recovery forms
- Filled, edited and reviewed in the Forms builder
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fortress
Fortress
Who is here, and are they OK.
- Rosters for shelters, activations, shifts and event days
- Check in and out by door QR code, personal pass or the app
- Sites with zones, capacity and a headcount board
- Front desk visitor sign-in
- Sign-in sheet export
- Nothing recorded outside an open roster
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continuity-management
Continuity
Keep critical functions running through a disruption.
- Essential functions mapped with their dependencies
- Guided builder for first-time planners
- Readiness, completion and evidence scored separately
- Exercises kept apart from the live plan
- Partner access by invitation
- Approved baselines and offline packages
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at-risk-registry
At-Risk Registry
People at risk of wandering who wear a radio transmitter.
- Each person's record kept current by the responsible agency
- Battery and strap service visits on a schedule
- Search response when someone goes missing
- Public enrollment form for caregivers, reviewed by staff
- Agency portal for officers outside the workspace
Medical & Care Management
Care management and reimbursement for practices running CCM, RPM, PCM, BHI and TCM programs.
Read the Medical & Care Management page-
medical-practices
Practices & Providers
Practice setup and the people who run it.
- MAC number, enabled programs and revenue share
- Provider roster and staff schedule
- Time clock, staffing, job postings and applicants
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medical-patients
Patients
The patient registry, from first contact to enrolled.
- Enrollment stages with opt-out tracking
- Activation call lists
- Conditions and programs per patient
- Care managers see only their assigned patients
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medical-care-plans
Care Plans
Care plans with provider review.
- Drafted, submitted and approved
- Provider review before approval
- Built from the condition question sets
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medical-care-management
Care Management
The daily care-management loop for each practice.
- Care tasks and escalations
- RPM readings, devices, coverage and BP reports
- Alert oversight
- Patient messages
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medical-charting
Clinical Charting
Encounter notes drafted by QaiS from the visit.
- SOAP and encounter notes
- RPM vitals pulled into the note
- ICD-10 and CPT code suggestions
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medical-scheduling
Appointments
Appointments that know the patient and the practice.
- Each visit linked to a patient and practice
- Telehealth join link on the visit
- Runs on the shared booking engine
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medical-protocols
Protocols
Wellness protocols assigned to patients.
- Nutrition, supplement, movement and lifestyle protocols
- Adherence tracking per patient
- Patient food, mood, sleep and symptom journals
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medical-conditions-library
Conditions Library
The conditions a practice manages, with their questions.
- Chronic-condition catalog
- Question sets per condition
- Feeds care plans and daily check-ins
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medical-billing
Billing
Time tracking and the CPT billing ledger.
- Call, admin and operations time entries
- Ledger from in progress to billed
- Ready for billing and RPM billable lists
- Fee schedules, rates and rules
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medical-payments
Payments
Payer reconciliation per CPT code.
- Primary and secondary payer payments
- Reconciliation with payment status
- Remaining balances
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medical-analytics
Analytics
Analytics across every practice.
- Patient, billing and revenue analytics
- Report catalog
- Revenue share shown only to permitted roles
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medical-executive
Executive
The group view for founders and boards.
- Group P&L with drill-down per site
- Spend requests with recoup time and impact
- Decision deadlines
- Access granted per person
-
medical-patient-portal
Patient Portal
What the patient sees, signed in with a link.
- Next appointment with telehealth join
- Today's care plan and recent vitals
- Secure messages, forms and balance
- Food, mood and sleep logging
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medical-content
Content Library
The practice's own patient education library.
- Articles, tips, FAQs, food plans and recipes
- Drafted in the practice's voice with an originality check
- Clinician approval before a patient sees it
- Filtered by each patient's avoid list
Safety & Compliance
Hazards, training, badges, inspections and permits for any industry that gets audited.
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safety-management
Safety Management
A safety management system for any industry.
- Hazard reports
- 5x5 risk assessment and risk matrix
- Risk register
- Corrective and preventive actions
- Safety performance dashboard
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training-certifications
Training & Certifications
Who is trained, on what, and until when.
- Course and credential catalog with validity periods
- Training record for each person
- Automatic expiry tracking
- Alerts before a credential lapses
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credentials-access
Credentials & Access
Badges, cards and keys through their whole life.
- Badges, keycards, PIV cards, system accounts, permits and keys
- Access areas granted per credential type
- Active, suspended, revoked and returned states
- Access audit log
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inspections
Inspections
Recurring inspections on reusable checklists.
- Checklist templates
- Scheduled inspections with pass and fail items
- Findings with corrective actions and reinspection
- Facility, vehicle, equipment and FAA Part 139 checks
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environmental-compliance
Environmental Compliance
Environmental permits and the readings behind them.
- Air, stormwater, SPCC, RCRA and Title V permits
- Renewal tracking
- Monitoring readings checked against permit limits
- Spill and event register with agency notifications
Aviation
Airfield operations and FAA compliance for airports and their tenants.
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airfield-operations
Airfield Operations
The airfield day, from the first inspection to the last flight.
- Daily airfield logbook and NOTAMs
- Runway condition reporting (RCAM) and snow and ice control
- Airfield map, work orders and airport incidents
- Gate and RON management with a flight board
- Passenger experience and announcements
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compliance-aviation
Aviation Compliance
FAA enforcement and inspections in one record.
- FAA citations and notices of violation
- Part 139 self-inspection template on the Inspections pack
- Environmental permits on the shared compliance engine
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safety-programs-aviation
Safety Programs
The safety programs an airport runs every day.
- ARFF readiness
- FOD program
- Wildlife hazard management
Business Operations
Agreements, performance evidence, compliance readiness, appointments and the books, for companies without a back office.
Read the Business Operations page-
agreements
Agreements
Agreements for teams without in-house counsel.
- Deal terms filled from live records, each with its source
- Every blank named with a reason
- Approved clause library with plain-language explainers
- Obligations tracked after signing
- Agreements tab on each opportunity
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team-performance
Team Performance
Performance read from the work already in QRM.
- Signals from tasks, requests, time, reviews and training
- Each signal linked to its source
- Role performance score with a separate basics band
- Goals, check-ins, reviews and calibration
- Visibility follows the reporting line, every view logged
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readiness-copilot
Readiness Copilot
Which rules apply to you, and what it takes to be ready.
- Short setup that reads what QRM already knows
- Requirements that apply, each with its reason and citation
- Nightly watch on federal rule changes
- Obligations as owned tasks with evidence
- Certification roadmap ranked by the bids it opens
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scheduling
Scheduling
Appointments for any business that books its time.
- Bookable services and the resources they use
- Weekly booking hours
- One appointment book for the team
- Public booking page that needs no customer account
-
accounting
Accounting
A double-entry general ledger beside the invoices and bills you already send.
- Double-entry general ledger with journal review
- Multi-currency, exchange rates and bank reconciliation
- Month-end and year-end close
- Multiple legal entities with intercompany and consolidated statements
- Trial balance, P&L, balance sheet and cash flow
- Sales tax, VAT and GST: tax codes per line, a US sales and use tax report by state, EU and UAE VAT returns
- Audit trail of every post, edit, void and reversal, with optional audit-grade controls
- Fixed assets with depreciation, plus deferral and accrual schedules
Education & Training
Courses, cohorts and certificates for schools and training providers, with the records that show who is current.
Read the Education & Training page-
university
University
An online university inside your workspace.
- Course builder with days and content blocks
- Paid cohorts with outside students and professors
- Grading of real assessments
- Certificates of completion
- Student, professor and reviewer portals
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training-certifications
Training & Certifications
Who is trained, on what, and until when.
- Course and credential catalog with validity periods
- Training record for each person
- Automatic expiry tracking
- Alerts before a credential lapses
Sales & Marketing
Campaigns, the content calendar, ad and web reporting, and coaching scored from real sales calls.
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marketing
Marketing & Branding
A marketing workspace on the CRM, for in-house teams and agencies.
- Campaigns across email, SMS, social, web, paid, events and PR
- Content calendar that posts to Facebook, Instagram and LinkedIn after approval
- Google Ads and Meta reporting
- Web analytics with GA4
- Attribution from ad spend to leads and revenue
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sales-training
Sales Training
Coaching from real calls, scored against your own rubric.
- Score a pasted call transcript on your weighted rubric
- One coaching focus tied to the lowest score
- Turning point and main objection
- Logged loss reason checked against the transcript
Move over in a day. Nothing lost
Bring your records over from the tools you use now. QRM reads their exports in any format and shows you where everything lands. And if QRM isn't for you, take your data and go.
Your books
QuickBooks, Xero, NetSuite, Sage, FreshBooks, Wave
Your conversations
Slack history comes across; Teams, Google Chat, Discord
Your boards
monday.com, Asana, Trello, ClickUp, Jira, Notion, Airtable, Smartsheet
Your pipeline
Salesforce, HubSpot, Pipedrive, Zoho CRM
Your tickets
Zendesk, Freshdesk, ServiceNow
Connected, not copied
Google Drive, Dropbox, Box, OneDrive, Gmail, Outlook
Your team and hours
BambooHR, Gusto, Harvest, Toggl Track
A spreadsheet or a PDF
If it exports, the smart importer can read it
You approve every import, and your data is always yours to take with you.
The same workspace, on site
One app, every workspace you belong to. Clock in from the truck, answer a thread from the airport, approve an invoice from anywhere. Push notifications come screened by your personal agent, so only what matters interrupts you.
Web app · iPhone app · Android app
Sixty seconds, straight from the workshop
Two short reels, made with Laila, our video agent, and the founder's AI presenter. Laila's creative pipeline is available from the workspace where enabled.
Start free. Pay when the crew does
Full plan details on the pricing page
For 2 to 5 users: the working standard with QaiS on shift.
Open a workspaceFor 5 to 100 users: Networks and Agencies, white-label branding, resellers, and priority support.
Open a workspaceYour own domain, Networks and Agencies, custom branding, and a direct line to us.
Contact usYour workspace is its own database, and agents leave a paper trail. Details on the trust page.
Before you ask
What is QRM, in one paragraph?
A workspace at yourteam.qais.app that holds your CRM, projects, invoicing, inventory, HR, support, and team chat, with AI agents that hold real tools inside it. It runs on the web, Android, and iPhone. It has been running a real operations company since 2024.
How is this different from a normal CRM?
A normal CRM ends at "deal won," and then you re-type everything into a project tool, an invoicing tool, and a support desk. QRM keeps the same record moving: the deal becomes the project, the project becomes the invoice, and the customer's ticket shows up next to both.
What do the agents actually do?
They execute, with tools: move a milestone, open and assign a ticket, send the crew an update, draft the invoice, watch for an event you described in one sentence. Tool runs record who asked and what ran; higher-impact flows can require human confirmation. If an agent cannot complete a request, it reports the limitation.
Is my data used to train AI models?
No. Your data is never used to train AI models. AI providers process the context needed to return the result you request, as described in our Privacy Policy.
Can I bring data from my current tools?
Yes, usually in a day. QRM reads exports from the tools you use now, from accounting and chat to project boards and your CRM, and maps them while you watch. Nothing is added until you approve it.
What does it cost to try?
Nothing. The Free plan needs no credit card, and a workspace is live in a few minutes. Team is $99 per user per month with a two-user minimum when you're ready to bring the crew; annual billing drops that to $79.
What if QRM isn't for us?
Take your data and go. You can download everything in your workspace at any time, and close the workspace from Settings.
Name your workspace
That's the whole setup. Pick a name and the rest is provisioned for you, agents included.
Free plan · 1 user · No credit card