CRM & Opportunities
Know what work you are trying to win, keep customer activity and correspondence connected, and move naturally into quotation.
Product
QPD is not a collection of disconnected modules.
QPD is one connected operational platform. Information captured while winning and costing work becomes the foundation for planning, delivering and understanding its performance.
Core capabilities
Everything you need to quote, plan and deliver work.
Core QPD is the complete operational platform for winning, costing, planning and delivering work.
Quoting & Costing
Build customer-facing quotes while understanding the materials, people, machines and expected cost behind the selling price.
Budgeting
Establish the operational baseline using material and resource cost data, whether through a BOM or a manual budget.
Project Management
Convert won work into a delivery structure and keep quoted, budgeted, planned and actual performance visible.
Job Cards & Delivery
Give operators and delivery teams the work, routing and requirements relevant to them and capture what actually happened.
Timesheets & Actuals
Use assignments and working patterns to simplify time capture and post actual labour cost back to the project.
Reporting & Dashboards
Build role-relevant views across sales, projects, resources and operations from the same connected data.
Documents, Email & Communications
Keep quotes, versions, approvals and customer correspondence connected to the customer and the work.
Qupid AI
Use QPD's structured operational layer to answer questions and assist with business processes, including resource planning.
FLEXIBLE BY DESIGN
Built around your business.
QPD provides a connected operational foundation, with the flexibility to configure the processes, controls and information that differ from one business to another.
Configurable CRM
Define pipelines, sales stages, industry categories and won/lost reasons around your sales process.
People & availability
Manage working patterns, leave and availability alongside the work people are assigned to.
Roles & permissions
Control what different users can see and do based on their responsibilities.
Tasks & activities
Record activities, assign tasks and keep follow-ups connected to the customers, opportunities and work they relate to.
Templates & communications
Create consistent customer documents and manage communications while keeping them connected to the customer and the work.
Approvals & notifications
Define which processes require approval and customise the notifications that keep people informed.
QPD IN ACTION
See QPD at work.
From the first opportunity through to delivery and performance, QPD gives your team the tools to manage the work in one connected platform.
Core QPD
The complete operational platform — included with every subscription.
CRM & opportunities
Keep the opportunity connected to the work.
Manage companies, contacts, opportunities and activity in the same platform used to quote, plan and deliver the work. Keep the customer context and commercial history connected as an opportunity progresses.
- Companies, contacts and opportunity management
- Configurable sales stages and pipeline
- Tasks, activities and customer correspondence
- Pipeline, conversion and sales performance
QPD — Pipeline & opportunities
Quoting & costing
Price the work, not just the quote.
Build structured customer quotes around the way you sell, from straightforward services to grouped products and more complex work.
- Flexible quote groups and lines
- Quantities, pricing and discounts
- Quote versions and revisions
- Clear sell price and quote totals
QPD — Quote builder
Costing & budgeting
Understand what the work should take.
Build the expected cost behind the quote using the materials, people and machines required to deliver it — before committing to the selling price.
- Materials, people and machine costing
- Quantities, hours and resource rates
- Expected cost and margin
- Add the calculated budget directly to the quote
QPD — Pricing calculator
Quote documents & communication
From quote to customer-ready proposal.
Turn the structured quote into a professional customer document, personalise the communication and send it without rebuilding the information somewhere else.
- Branded customer quote documents
- Configurable document templates
- Customer-ready email composition
- Connected configure, finalise and send workflow
QPD — Finalise & send
Project management
Turn won work into controlled delivery.
Create projects around the way you actually work, from simple top-level delivery through to detailed work packages, tasks and dependencies.
- Flexible single or multi-level project structures
- Budgets, tasks and dependencies
- Planned dates, hours and delivery progress
QPD — Project management
Job cards & timesheets
Put the work in people's hands.
Give teams clear visibility of the work assigned to them and capture what actually happened as delivery progresses.
- Job cards and work assignments
- Time and progress capture
- Actual labour, machine time and delivery data
QPD — Job cards & timesheets
Job card and timesheet screens — real product screenshot to be added.
Dashboards & reporting
See what's happening across the business.
Turn connected operational data into useful, role-relevant insight across sales, projects, activities, resources and delivery.
- Configurable, role-relevant dashboards
- Pipeline, workload and operational performance
- Cost, margin and variance visibility
QPD — Dashboards & reporting
Qupid AI
AI grounded in your operational data.
Qupid is an intelligent layer across QPD rather than a bolt-on chatbot. Because it works on QPD's structured operational data — CRM, opportunities, projects, resourcing and shop-floor activity — it can answer real questions about the business and assist with day-to-day process work.
- Ask questions across CRM, project, resourcing and production data
- Propose resource assignments using availability, leave and working patterns
- Respect dependencies and existing commitments when suggesting a plan
- Put suggestions in front of a person for review, not automatic action
QPD — Qupid AI
Manufacturing Operations
Optional pack — deeper manufacturing capability added to Core QPD.
Manufacturing definition
Define how your products are built.
Build reusable manufacturing definitions for components, sub-assemblies and assemblies, combining materials, people, machines and operations into structures that can be costed, routed and reused whenever the product is quoted.
- Multi-level BOMs with reusable components and sub-assemblies
- Materials, people, machines and rolled-up cost
- Operations and manufacturing routing
- Connect BOMs directly to quoted products and services
QPD — Define BOM
Job-specific BOM & budgeting
Turn product knowledge into a delivery-ready budget.
Create the manufacturing structure for real work from a reusable BOM, an imported CAD/Excel BOM or from scratch. QPD brings the materials, operations, people and machines together into a job-specific structure that can be adapted for the work being delivered.
- Explode quoted products into job-specific BOMs
- Import CAD/Excel BOMs and match materials
- Adapt reusable templates or build one-off jobs from scratch
- Turn manufacturing requirements into project budgets
Reusable BOM
Linked to a quoted product
CAD / Excel BOM
Import and match materials
One-off work
Build directly
Job-specific BOM
Materials · People · Machines · Operations
Project budget
Carried into the project and delivery
Advanced Resource Planning
Optional pack — specialist operational depth added to Core QPD.
Project resource planning
Plan the people and machines behind the work.
Turn budgeted resource demand into real assignments against projects, work packages and tasks while checking availability and competing commitments before you commit.
- Plan people and machines against project demand
- Turn budgeted hours into real assignments
- Check availability and over-allocation
- Plan against work packages and tasks
QPD — Project resource planner
Global resource planning
See capacity across the whole operation.
Step beyond individual projects to understand future demand, utilisation and available capacity across all of your people and machines.
- Organisation-wide people and machine capacity
- Forward-looking utilisation by week or month
- Identify available capacity and emerging constraints
- Understand demand across multiple projects
QPD — Global resource plan
Explore QPD against the way your business actually works.
We will walk through the connected journey using your kind of work — from opportunity and quote through to resource plan, delivery and actuals.