Do I need to have a CRM system to use QuarterOne?
Overview of using QuarterOne without a CRM system.
Using QuarterOne does not require customers to have a CRM system. Customers can continue use the main functionality of the application by managing new opportunities directly within the QuarterOne application. To use the application without a CRM, please signup here and then select Manual Input during the on-boarding process.
Note, while QuarterOne will work without a CRM, we'd recommend any businesses currently not using a CRM system to signup for HubSpot's free CRM and integrate via that. This will provide lots of added value, at no extra cost.