Qraia

What is Qraia?

Qraia CRM is a simple and easy-to-use CRM solution designed specifically for freelancers and entrepreneurs. With Qraia, users can easily keep track of their contacts, notes, and tasks in one place. The platform acts as a digital address book, notepad, and to-do list, making it the perfect organizational tool for busy professionals. Qraia prides itself on being straightforward and user-friendly, allowing users to set up their CRM system within seconds. The system is customizable, allowing users to input their own data and make the platform their own. Qraia offers additional paid features for those who require more functionality, but the basic CRM is essentially free and always will be. Users can benefit from features such as an address book, notes section, task manager, tag system, and the ability to link contacts to businesses. With Qraia CRM, users can ensure that their important customer data is safe and easily accessible at all times.

Qraia CRM provides a seamless experience for self-employed individuals and small businesses by offering a digital address book, notepad, and to-do list all in one place. The platform simplifies the process of managing contacts, notes, and tasks, making it an essential tool for staying organized and on top of work responsibilities. Qraia emphasizes simplicity and affordability, with the basic CRM being free to use. Users can easily keep track of their contacts online and make occasional notes without any distractions. The platform also offers additional features like unlimited tags, contacts, companies, notes, and tasks for those who opt for paid subscriptions. With a focus on simplicity and ease of use, Qraia CRM is the perfect solution for freelancers and entrepreneurs looking to streamline their workflow and stay productive.

Qraia CRM has received rave reviews from its users, who praise the platform for its ease of use and effectiveness in managing contacts, notes, and tasks. Users appreciate the simplicity of the system, allowing them to get started within seconds and keep track of their work effortlessly. Qraia CRM offers a variety of features, including a digital address book, notes section, task manager, tag system, and the ability to link contacts to companies. Users can also work together with their team or partners, ensuring that everyone has access to the same data and knows their tasks. With Qraia CRM, users can ensure that they never lose important customer data again and stay on top of their work responsibilities.

How to Use Qraia?

Step 1: Getting Started

• Visit Qraia's homepage: qraia.com.
• Click on the 'START NOW' button to begin the registration process.
• Fill in the required details (e.g., email, password) to create your account.
• Verify your email address by clicking on the verification link sent to your inbox.

Step 2: Setting Up Your Digital Address Book

• Log in to your Qraia account using your credentials.
• Navigate to the 'Contacts' section from the dashboard.
• Click on 'Add New Contact' to start entering contact details.
• Fill in the contact form with necessary details such as name, email, phone number, and address.
• Click 'Save' to store the contact information in your digital address book.

Step 3: Creating and Managing Notes

• Go to the 'Notes' section on the Qraia dashboard.
• Click on 'Add New Note' to create a new note.
• Enter the note title and content in the provided fields.
• Use tags if required to categorize the note for easy retrieval.
• Click 'Save' to store the note in your Qraia CRM.

Step 4: Managing Tasks

• Navigate to the 'Tasks' section from the Qraia dashboard.
• Click on 'Add New Task' to set up a new task.
• Fill in details such as task title, description, and due date.
• Prioritize the task using the priority options provided.
• Click 'Save' to add the task to your list.

Step 5: Using Tags to Link Information

• Within any section (Contacts, Notes, Tasks), locate the 'Tags' field.
• Enter relevant keywords as tags to link similar items together.
• Use consistent tagging across contacts, notes, and tasks to easily retrieve linked information.

Step 6: Organizing Businesses and Companies

• Visit the 'Organizations' section on the Qraia dashboard.
• Click on 'Add New Company' to register a new business.
• Enter the company's details such as name, industry, and contact information.
• Link existing contacts to the company to maintain organizational structure.
• Click 'Save' to store company details in your CRM.

Step 7: Collaborating with Your Team

• Go to the 'Teams' section from the Qraia dashboard.
• Click on 'Invite Team Members' to start collaboration.
• Enter the email addresses of the individuals you want to invite.
• Assign roles and permissions to each team member as needed.
• Click 'Send Invites' to invite your team to Qraia.

Qraia Features

Feature 1: Digital Address Book

The Digital Address Book feature in Qraia CRM allows users to store and organize all their contact information in one place. Users can easily input email addresses, telephone numbers, and addresses to ensure they never lose important contact details again.

Function Detail

• Users can add new contacts manually by entering their information into the address book.
• Contacts can be easily searched and accessed whenever needed.
• Users can update or delete contact information as needed.
• Contacts can be categorized or tagged for easy organization.

Feature 2: Notes

The Notes feature in Qraia CRM allows users to create and store important notes related to their contacts, tasks, or any other information. It serves as a digital notepad for users to jot down thoughts or reminders.

Function Detail

• Users can create new notes and write down any relevant information.
• Notes can be linked to specific contacts, tasks, or organizations for easy reference.
• Users can edit or delete notes as necessary.
• Notes can be searched and filtered to find specific information quickly.

Feature 3: Tasks

The Tasks feature in Qraia CRM allows users to create and manage their to-do lists effectively. Users can prioritize tasks, set deadlines, and track their progress to ensure nothing falls through the cracks.

Function Detail

• Users can create new tasks, assign priorities, and set deadlines.
• Tasks can be linked to specific contacts, organizations, or teams for better coordination.
• Users can mark tasks as completed, update status, or reassign tasks as needed.
• Tasks can be viewed in a list format or as a calendar view for better visualization.

Feature 4: Tags

The Tags feature in Qraia CRM allows users to link and categorize various notes, tasks, contacts, and organizations around specific themes or topics. Tags help in organizing and grouping related information together.

Function Detail

• Users can create new tags and assign them to different entities like notes, tasks, or contacts.
• Tags can be used to filter and search for related items quickly.
• Users can edit or delete tags as needed.
• Tags provide a flexible way to organize and classify information within the CRM.

Qraia Frequently Asked Questions