Frequently Asked Questions
Understanding QliqCRM and Its Benefits
QliqCRM is designed exclusively for South African accountants, unlike generic CRMs that are built for sales and marketing teams. Instead of forcing an off-the-shelf CRM to fit your firm or taking a long time to implement, QliqCRM aligns with your existing workflows from day one.
Key Differences:
· Client-focused rather than sales-driven, ensuring long-term client management.
· Built-in automation to reduce administrative workload and improve efficiencies.
· Designed to meet South African compliance requirements, including POPIA.
· Industry-specific features tailored to accountants, eliminating the need for extensive customisation.
· Flexible Customisation & Personalised Support
Book a demo to see how QliqCRM can work for your firm.
HubSpot and Salesforce are designed for sales-driven organisations, requiring extensive customisation to meet the needs of accounting firms. This results in additional costs, complexity, extended implementation and ongoing adjustments. Here are some differences:
· Generic CRMs focus on sales pipelines and lead tracking, while QliqCRM focuses on structured client management.
· Pre-configured for accountants, reducing implementation time and the need for technical adjustments.
· QliqCRM automates client engagement and retention, eliminating the need for manual follow-ups.
· QliqCRM is built with POPIA compliance and South African data regulations in mind, ensuring effortless legal alignment.
· Unlike sales-driven CRMs, QliqCRM supports onboarding, retention, and service optimisation, driving firm growth and efficiency.
See how QliqCRM compares—book a demo today.
While QliqCRM is a new and innovative entrant to the market, it is built on deep industry knowledge, practical experience, and a strong understanding of the operational challenges faced by accounting firms in South Africa.
Unlike generic CRMs that require extensive customisation, QliqCRM was developed from the ground up to fit seamlessly into the workflows of South African accounting professionals. Our industry insight ensures that firms using QliqCRM benefit from a purpose-built solution that enhances client engagement, streamlines operations, and supports firm growth—without unnecessary complexity.
Despite being a young and fast-growing CRM provider, QliqCRM is already making a significant impact by helping firms transform the way they manage client relationships.
Book a demo to see how QliqCRM can work for your firm.
Yes, QliqCRM is a Pure CRM, meaning it is designed exclusively for managing client relationships, rather than being an add-on to a sales, marketing or project management solution. QliqCRM, however, is developed from the ground up to streamline how accountants’ structure, engage with, manage, retain and grow their clients. Be mindful of solutions that brand themselves CRM but only have individual or specific extensions that connect with clients from within their software. If you need a solid CRM solution, QliqCRM is a pure as it gets. This is why:
· Centralises all client interactions and activities in one place – Ensures every conversation, task, and engagement is stored in one place for a complete client history.
· It standardises important client-related processes – to act as best practises when dealing with clients.
· Automates follow-ups and client engagement – Improves retention and ensures no client is overlooked.
· Eliminates fragmented communication – Provides structured collaboration across teams, reducing reliance on scattered emails and manual notes.
· Designed for long-term client relationships – Unlike sales-driven CRMs, QliqCRM focuses on nurturing ongoing client engagement rather than just tracking leads.
· Enhances service quality through automation – Allows firms to proactively manage client needs, deadlines, and renewals without additional administrative burden.
Discover the benefits of a Pure CRM—book a consultation today.
Yes. Many accounting firms rely on multiple systems for client management, workflow tracking, compliance monitoring, and communications. QliqCRM consolidates these functions into a single, streamlined platform.
Key Features that Replace Multiple Tools:
· Client relationship management, ensuring all client information is centralised.
· Workflow automation, enabling structured task allocation and tracking.
· Automated client engagement, reducing the need for manual reminders.
· Lead and onboarding tracking and automation, ensuring potential clients are efficiently managed.
Explore how QliqCRM can streamline your client-faced operations.
QliqCRM enables firms to scale efficiently by improving productivity, reducing administrative workload, and enhancing client engagement. Growth is not only measured in sales but also in firm optimisation, time savings, cost reduction, workload efficiency, service quality enhancement, client retention, upselling additional services to clients and many more. A firm that manages its clients more effectively, reduces manual work, and improves service delivery will naturally experience stronger retention, better client relationships, and long-term
profitability. QliqCRM ensures that growth is structured, manageable, and sustainable, equipping firms with the tools to automate tasks, track engagement, and enhance team collaboration.
Key Growth Benefits:
· Automates repetitive client-administrative tasks – Reduces manual work, allowing accountants to focus on billable services and high-value client interactions.
· Strengthens client relationships – Provides structured engagement tools and automated follow-ups, ensuring clients receive timely, personalised communication.
· Enhances lead conversion – Streamlines onboarding, lead tracking, and follow-up processes, preventing potential clients from being lost due to inefficiencies.
· Optimises workflow management – Assigns, tracks, and prioritises client-related tasks, ensuring that work is completed on time and without duplication of effort.
· Supports seamless scalability – As your firm grows, QliqCRM scales with you, ensuring that processes remain efficient, organised, and aligned with client expectations.
· Reduces operational costs – By automating processes, eliminating inefficiencies, and reducing manual errors, firms can cut unnecessary expenses and improve profitability.
· Enables strategic upselling and cross-selling – With structured client data and engagement tracking, firms can identify opportunities to offer additional services, increasing revenue from existing clients.
· Enhances service delivery and client satisfaction – Ensures a proactive, structured approach to client engagement, leading to stronger relationships and long-term retention.
By implementing QliqCRM, firms can grow in the right way—expanding their client base while maintaining operational efficiency, service quality, and profitability.
Support your firm’s growth—book a consultation today.
Implementation, Ease of Use, and Security
No, QliqCRM is scalable and designed for firms of all sizes. Whether you are a solo practitioner, a small accounting firm, or a large multi-branch practice, QliqCRM adapts to your specific needs. The quicker you implement a CRM, the better for scalability, efficiency, and long-term growth, ensuring that as your firm expands, client management remains structured and streamlined.
How QliqCRM Benefits Firms of All Sizes:
· Small Firms & Startups – Helps establish structured processes from day one, improving organisation, automation, and client management without hiring additional staff.
· Medium Firms – Enhances efficiency and team collaboration with structured workflows, task automation, and seamless client communication.
· Large Firms – Supports multi-branch operations, centralised client data management, standardised ways of working and advanced automation, ensuring consistency across teams.
By implementing QliqCRM early in your firm’s growth, you ensure that scalability happens in the right way—without inefficiencies or lost client engagement.
Request a customised solution for your firm today.
Yes. QliqCRM integrates with Xero, Sage, and other leading accounting software, ensuring that client-related data synchronises efficiently.
QliqCRM is designed for quick and efficient implementation, allowing firms to start using it with minimal disruption to daily operations. Unlike complex CRMs that require extensive setup, QliqCRM is pre-configured for accounting firms, meaning that most firms are fully operational within days, not weeks or months.
Our structured onboarding process ensures a smooth transition, helping firms integrate QliqCRM into their workflows without technical complications or unnecessary delays.
Implementation Features:
· Data migration support – Our team assists with seamless data transfer from spreadsheets or another CRM, ensuring that client information is accurately imported and ready to use.
· User-friendly interface – Designed for accountants, not IT specialists, QliqCRM is intuitive and easy to navigate, allowing teams to adapt quickly with minimal training.
· Step-by-step onboarding – Our guided onboarding process includes setup assistance, help articles, and live support to ensure your firm is up and running as efficiently as possible.
· Flexible scalability – Whether you are a small firm or a large practice, QliqCRM adapts to your firm’s size and needs, ensuring a smooth transition as your firm grows.
By implementing QliqCRM, your firm can immediately benefit from automation, improved client management, and enhanced efficiency—without the frustrations of a lengthy or complicated setup.
Start using QliqCRM without delays—book a setup consultation today.
No, QliqCRM is designed for accountants, not IT specialists. We have prioritised ease of use, intuitive navigation, and minimal setup requirements, ensuring that firms can implement and operate QliqCRM without the need for technical expertise or additional IT support. Why QliqCRM is easy to use:
· Simple, structured navigation – A clear, intuitive interface ensures users can quickly find and manage client information, workflows, and tasks without unnecessary complexity.
· No coding or advanced setup required – QliqCRM is ready to use immediately, with pre-configured workflows and automation tailored specifically for accountants.
· Automated processes with minimal input – Client follow-ups, task assignments, and workflow tracking are handled automatically, eliminating manual tracking and reducing administrative effort.
· Built-in learning resources – Every functionality includes a detailed “More Information” section, providing guidance on how to maximise the system’s capabilities.
· AI-powered support – QliqCRM includes an AI Support Bot for real-time assistance, ensuring users can quickly resolve queries without needing external support.
· Dedicated customer support – For additional assistance, firms have access to live chat, email support, and structured onboarding training.
QliqCRM ensures that firms can transition smoothly, work more efficiently, and scale their operations without technical complexity.
See how easy QliqCRM is to work—book a walkthrough today.
Yes, QliqCRM prioritises security and compliance, ensuring that all client data is protected with industry-leading security measures. We understand that data confidentiality, regulatory compliance, and system reliability are critical for accounting firms handling sensitive financial and client information.
Our comprehensive data security policy has been developed to meet and exceed South African data protection standards, providing firms with the highest level of protection against cyber threats, unauthorised access, and data breaches. Some of the security features:
· Fully POPIA-compliant – QliqCRM is designed to comply with the Protection of Personal Information Act (POPIA), ensuring that all data is handled securely, transparently, and in line with South African regulatory requirements.
· Encrypted data storage – All client data is secured with end-to-end encryption, both in transit and at rest, ensuring that sensitive information is protected from unauthorised access.
· Secure cloud hosting – QliqCRM is hosted on highly secure, enterprise-grade cloud infrastructure, offering redundant backups, real-time monitoring, and system reliability to prevent data loss or downtime.
· Access control and user permissions – Firms can define user roles and restrict access to sensitive client data, ensuring that only authorised personnel can view or modify specific records.
· Regular security updates and monitoring – We continuously monitor for potential threats, vulnerabilities, and cyber risks, implementing regular security updates and patches to keep QliqCRM safeguarded against emerging threats.
· Two-Factor Authentication (2FA) – Optional two-step verification adds an extra layer of security, preventing unauthorised logins even if passwords are compromised.
· Audit logs and activity tracking – Firms have access to detailed logs of all user activities, allowing for full traceability and compliance auditing.
QliqCRM ensures that client confidentiality, data integrity, and system security remain at the highest standard, allowing accounting firms to operate with confidence and peace of mind.
Learn more about our security measures—contact us today.
Yes, QliqCRM offers extensive customisation options, allowing firms to tailor the platform to their specific needs, client management processes, and reporting needs. As a growing and evolving solution, QliqCRM is designed to be flexible, ensuring firms receive the personal support and tailored configurations they need. While customisation will become more streamlined as QliqCRM establishes itself in the market, new versions are rolled out quarterly, incorporating industry best practices and user feedback to continuously enhance the system. This ensures that firms benefit from an ever-improving, structured, and scalable CRM while still maintaining the ability to adapt it to their operational requirements.
Pricing, Trials, and Getting Started
No, unlike many CRMs that charge based on the number of users or clients stored in the system, QliqCRM takes a firm-centric approach. We believe that pricing should be structured to support firms of all sizes, making it easier for them to adopt a CRM without restrictive costs.
As an established company, our focus is not on chasing sales or maximising revenue at every opportunity. Instead, we are committed to adding real value and making a meaningful difference for every accounting firm that uses QliqCRM. Our pricing reflects this commitment, ensuring that firms can scale without financial barriers, improve efficiency, and enhance client relationships—all while using a solution built specifically for the accounting profession.
Yes. We offer a free personalised demo where you can explore the features of QliqCRM and see how it aligns with your firm’s needs. During the demo, we walk you through key functionalities, automation tools, and how QliqCRM simplifies client management. Firms also qualify for a limited free trial, allowing them to experience the system in a real-world setting before making a commitment.
Getting started with QliqCRM is quick, seamless, and designed to deliver value from day one. Do not wait any longer to streamline your firm’s operations, automate client management, and free up valuable time—the sooner you implement QliqCRM, the sooner you see results.
1. Book a demo – See QliqCRM in action and discover how it fits your firm’s unique needs.
2. Choose a pricing plan – Select a plan that aligns with your firm’s size, growth stage, and goals.
3. Onboard your team with full support – Our expert team will guide you through the setup process, ensuring a smooth transition with training and ongoing assistance.
Take the first step today—book your free demo now!
No, QliqCRM does not have any setup fees. We believe in making the onboarding process as seamless as possible, so there are no upfront charges to get started.
However, there are additional costs if you choose to integrate third-party apps or unlock extra features beyond the standard offering. These are purely optional and available on demand, meaning you only pay for what you need when you need it—no hidden fees.
Additionally, every client receives a certain amount of free data storage within QliqCRM. If your firm requires more storage over time, you can purchase additional data directly within the CRM at minimal costs. This ensures that firms only pay for the resources they actually use while maintaining flexibility and scalability.
At QliqCRM, we are not driven by money, but by results and value. Our goal is to provide accountants with the tools they need to enhance client management, improve efficiency, and grow their businesses without unnecessary financial burdens.
Need More Information?
QliqCRM is more than just a system—it is the key to transforming client management into a competitive advantage.
The quicker you onboard a CRM, the faster you reap the benefits it offers!