Contact Management

Every contact has a complete record with their key details: name, phone, email, company, source and owner, plus all the custom fields you define.

Key features

• Normalized phone numbers: numbers are stored in the standard international format (with country code, Peru +51 by default), preventing duplicates and formatting errors.
• Contact owner: every contact has an assigned owner, responsible for serving and following up; the list shows an owner column.
• Source: records where the contact came from (campaign, form, booking link, referral, etc.) from an editable list shared between contacts and deals.
• History: every record keeps a log of activities, comments and changes.
• Configurable field order: you decide which fields are shown and in what order inside the record.
• Import and export contacts via CSV, with bulk actions.

Deals and Sales Pipelines

A deal (or opportunity) represents potential business with a contact. Deals are organized into pipelines split into customizable stages. The Kanban board shows each deal as a card in columns — just drag them to move them forward.

What you can do

• Create multiple pipelines for your processes (sales, after-sales, support, etc.).
• Define the stages of each pipeline your way.
• Assign an owner to each deal.
• Record the source, value, products and custom fields of every opportunity.
• See at a glance which stage each deal is in and who handles it, in Kanban or table view.

Custom Fields

Beyond the standard fields, you can create your own fields for contacts and deals. Each field can be marked as required and reordered within the record.

Available field types

File-type field

It lets you attach files directly to the contact or deal record:

• Single or Multiple: one file only (a new one replaces the previous) or several files.
• Allowed formats: images (JPG, PNG, GIF, WEBP) and documents (PDF, Word, Excel). Video and audio are not supported.
• Maximum size: up to 20 MB per file. The system warns you if a file exceeds the limit or is of an unsupported type.
• Easy to use: upload, download (one click on the name) and remove files from the record itself.

Public forms and booking links also accept these fields, including the file and URL types.

Automations

Automations fire when a deal enters a stage of the pipeline. You can define several rules per stage, order them, set whether they run immediately, after a delay or at an exact time, and in parallel or in sequence.

Available actions

• Send an automatic WhatsApp message or a template (with picker and preview).
• Send an email through your own SMTP (text or HTML, with attachments).
• Create an activity (task, call, meeting) or a calendar event.
• Complete pending activities or events of the deal.
• Assign or change the owner, or hand over to a queue of users.
• Change stage or pipeline (move or copy the deal).
• Update a field of the contact or the deal (base and custom fields).
• Turn the AI bot on or off, close the WhatsApp chat or add a comment.

Smart conditions (AND / OR)

Every rule can have conditions combined with AND logic (all must match) or OR (one is enough), evaluated on the source, the owner and the stage. That way the automation only acts when it should.

Triggers

A trigger watches for a specific event; when it happens (and its conditions are met), it moves the deal to the associated stage. Ideal for a pipeline that advances by itself based on what the customer does.

Events it can detect

Triggers also support conditions with AND / OR logic, just like automations.

WhatsApp Integration

QipuCRM connects to one or more WhatsApp accounts. Every incoming message creates or updates the matching contact, so the whole conversation is recorded in their file. There is no limit on chats or messages.

Features

• Multiple connections: manage several WhatsApp lines/accounts (several numbers).
• Unified inbox: the whole team works from a single panel, with quick replies and voice notes.
• Templates: create and reuse approved messages, with preview.
• Bulk campaigns: send a template to the filtered contacts or deals, with a results report.
• Automatic messaging: integrated with automations and triggers.
• 24-hour window: the system respects WhatsApp rules and warns you when an automatic send is not possible, leaving a record in the history.

Artificial Intelligence Assistant

You can connect and configure an AI assistant that supports customer service on WhatsApp, speeding up replies and improving the customer experience. It is enabled per conversation and its behavior is configured from within the system.

Lead Capture Forms

Forms let you capture leads from your website or campaigns. Every submission generates a contact (and optionally a deal), ready for your team to work on. You can pick the fields (including custom, file and URL types), customize colors and copy, and share the public link or embed it on your site.

When a customer submits a form, the owner receives a notification stating which form it came from, with a direct link to the deal. Form permissions are granular: view, create, edit and delete.

Assignment Queue

To distribute leads fairly, the system uses an assignment queue that spreads new contacts across the team members. On WhatsApp accounts as well as on forms and booking links you can configure how assignment works:

• New contact: always assigned to the next user in the queue.
• Respect existing owner (configurable option): if enabled and the contact already exists with an owner, the deal is assigned to that owner; if disabled, the user from the queue becomes the new owner.

Calendar

Every user has their own agenda. The calendar shows events (meetings, appointments) and also the activities of deals, indicating which customer they belong to and with a direct link to the record.

What it offers

• Day / Week / Month views with quick navigation.
• Events with an owner and participants, location, color and description.
• Configurable reminders (from “at start time” to “1 day before”); the alert arrives through the notification bell.
• Linked deal: attach an event to a deal from any pipeline and jump to it in one click.
• “Mine / All” filter: see only your events or the whole team’s (according to your permissions).

Booking Link

Generate one or several public links. The customer picks a free slot and, on booking, the system creates the contact, the deal and an event in the assigned rep’s calendar — all automatically.

What you can configure

• Slot duration, how many days ahead, working hours and days, and whether same-day booking is allowed.
• Real availability: a slot is hidden if the rep has an overlapping event or activity.
• Assignment automatic (to the least loaded rep) or letting the customer choose their rep.
• Pipeline, stage and source of the appointments, with duplicate handling.
• Time zone: use the team’s or let the customer pick theirs (the appointment is stored converted to the team’s).
• Configurable event reminder (30 minutes before by default).
• Share or embed the link on your website; the rep gets a notification for every new appointment.

Notifications

Every user controls which alerts they want to receive and from which pipelines, plus the general sound and the WhatsApp message sound.

Alert types

• Deal assigned: when an opportunity is assigned to you.
• Activity about to be due and calendar event reminder.
• Customer filling in a form or booking an appointment, stating the source and with a direct link to the deal.
• New WhatsApp messages, with an optional sound alert.

Every alert can be muted individually from the bell settings. Clicking an alert takes you straight to the related item.

Recycle Bin

• Safe deletion: when you delete a contact or deal, it goes to the recycle bin (it is not removed straight away).
• Search and filters: by date range and by owner, with pagination and total count.
• Restore or delete permanently: individually or in bulk.
• Automatic purge: items are permanently removed after 45 days.
• A record of who deleted each item.

Roles and Permissions

QipuCRM lets you define roles with granular permissions. You can independently enable actions such as view, create, edit and delete in each module: deals, contacts, pipelines, WhatsApp, forms, calendar, booking links, custom fields, automations, recycle bin, reports and administration.

See everything vs. see only what is assigned

• In Deals, Contacts and WhatsApp you choose between seeing everything or seeing only what is assigned to the user. These options are mutually exclusive.
• With “only what is assigned”, the user sees only what is under their name (not other people’s, neither in lists nor on the Kanban) and whatever they create stays under their name.
• Reordering fields in records is a permission of its own, separate from editing custom field definitions.

When access is missing

Actions a user cannot perform are not shown to them; if they attempt something without permission, a floating notification appears and they stay where they were. Administrators have full access; the rest of the team only gets what their role allows.

A plan for every stage of your business

Quick comparison of caps per plan:

Help Center and Security

Built-in Help Center

The system includes a help section with step-by-step guides on contacts, deals, custom fields, automations, triggers, forms, WhatsApp templates, AI assistant, calendar, booking links, notifications, assignment queue, recycle bin, and roles and permissions.

Multi-company and security

Each organization operates in an isolated way, with its own data, users and settings. Sensitive information is protected and access is controlled by roles.

Coming soon: Electronic Invoicing

QipuCRM will soon add an Electronic Invoicing module integrated directly into the CRM, so you can issue your invoices without leaving the system or duplicating information.

Invoicing will connect with your contacts and deals, letting you turn a closed sale into an invoice quickly, with the customer information already loaded. This module will expand QipuCRM from a sales management tool into an all-in-one sales and invoicing solution.