Overview

A Complete View of Your Sales Process

Integrated Customer Relationship Management provides you with critical customer information within the context of their overall experience with your business.


Q360™ with its single database eliminates duplicate data entry and gives your staff complete visibility into a customer’s information from a sales, service, project management, and accounting perspective.


Our customers are innovative, high growth companies eager for a truly unified solution. PSA along with best practices delivers improvements in the customer experience, optimizes operations, strengthens sales and marketing, and drives more profit.

sales booking dashboard
Benefits

Drive Revenue with Discipline and Visibility

Q360 connects sales to the rest of the business so your team can sell smarter:

Integrated CRM

A single database eliminates duplicate data entry and gives staff complete visibility into customer information across sales, service, projects, and accounting.

Sales Opportunity Management

Follow a specific road map of best practices tailored to each line of business, building and backing up each stage through to a seamless hand-off to operations.

Quote & Proposal Generation

Generate accurate quotes connected to real cost data, ensuring every proposal is priced to protect margins and set operations up for success.

Workflow Management

Define well-thought-out procedures and processes within and across departments, supporting staff to perform work in repeatable best practices.

Feature

Contact Management

Q360™ provides integrated CRM that gives your entire team a complete picture of every customer relationship. Sales, service, project, and accounting history are all visible in one place. Eliminate the silos that come from using separate CRM, accounting, and project tools. Every touchpoint with a customer is tracked and accessible to the people who need it.

Contact Management
Feature

Sales Opportunity Management

As the salesperson progresses through the sale they follow a specific road map of best practices tailored to each line of business. They add information and documents at each stage, building a complete picture. Whether you are a veteran sales professional or new to the team, you follow the best practices workflow for each solution type you are selling—right through to a seamless hand-off to operations.

sales opportunities dashboard
Feature

Quote & Proposal Generation

Generate proposals that are connected to real operational data. Every quote is built with realistic budgets and scope that set operations up for success from the start. The system manages the bill of materials, pricing, and scope—not a spreadsheet that someone forgot to update. This ensures accuracy and protects margins throughout the sales cycle.

quote summary
Feature

Sales Process Management

Sales Process and workflow management are a backbone of sales effectiveness in Q360™. In order to grow successfully you must define well-thought-out procedures and processes within and across departments. These processes support your staff to perform work in a repeatable best practice dynamically across sales, project management, operations, and accounting functions. Q360™ systematizes your processes for growth.

sales dashboard

  1. Feature

    Contact Management

    Q360™ provides integrated CRM that gives your entire team a complete picture of every customer relationship. Sales, service, project, and accounting history are all visible in one place. Eliminate the silos that come from using separate CRM, accounting, and project tools. Every touchpoint with a customer is tracked and accessible to the people who need it.
    org-chart

  2. Feature

    Sales Opportunity Management

    As the salesperson progresses through the sale they follow a specific road map of best practices tailored to each line of business. They add information and documents at each stage, building a complete picture. Whether you are a veteran sales professional or new to the team, you follow the best practices workflow for each solution type you are selling—right through to a seamless hand-off to operations.
    sales-opportunities-dashboard

  3. Feature

    Quote & Proposal Generation

    Generate proposals that are connected to real operational data. Every quote is built with realistic budgets and scope that set operations up for success from the start. The system manages the bill of materials, pricing, and scope—not a spreadsheet that someone forgot to update. This ensures accuracy and protects margins throughout the sales cycle.