Agreements record themselves.
A CRM is as good as the data someone types into it. Quartio reads email, WhatsApp and meetings and records agreements with their source itself.
Comparison
Quartio vs CRM: agreements record themselves
A CRM organises clients and sales opportunities, but knows only what someone types into it. Quartio reads email, WhatsApp and meetings itself and records agreements with their source. If you have a CRM, Quartio can read from it.
Last updated: 5 October 2026
Quartio
An operating system for owners of companies of a few to a few dozen people. It reads email, WhatsApp, meeting notes and documents, records agreements with their source, keeps track of matters and prepares the work for your approval. Every company gets its own server.
CRM
A system for managing clients and sales, such as Pipedrive, HubSpot or Livespace. It holds contacts, companies, sales opportunities and their stages, kept up to date by the team.
Point by point
| Quartio | CRM | |
|---|---|---|
| What it is | An operating system for business owners: it knows the company’s matters and keeps track of them to the end. | A database of clients and sales opportunities, kept by the team. |
| Where its data comes from | It reads the connected email, chats, meetings and documents itself. | From what the team types in and from connected tools. |
| What it shows | Agreements, matters, deadlines and who owns them, with the source of every piece of information. | Contacts, companies, sales opportunities and their stages. |
| Effort for the team | The team works as before; Quartio records the agreements itself. | It works well when the team keeps the data up to date. |
| Getting started | Quartio’s founders connect the sources with you, starting with one matter. | Depends on the system: importing data, pipeline stages and the habit of logging in the team. |
Delivery, not only sales.
After the contract is signed come deadlines, instalments and approvals. Quartio keeps track of them as matters, with a deadline and an owner.
Together, not instead.
If you have a CRM, Quartio can read from it, for example from HubSpot, and connect it with what happens in email and on WhatsApp.
When to choose Quartio, and when CRM?
Choose Quartio if
- Nobody has time to copy agreements over from email and WhatsApp.
- Agreements are about delivery, not only sales: deadlines, instalments and approvals.
- You want to ask in plain language and get an answer with its source.
Choose CRM, if
- You run a sales pipeline with stages and forecasts.
- The sales team records every conversation and contact.
- You need sales reports.
Questions before you choose
Will Quartio replace a CRM?
It doesn’t have to. The sales pipeline and reports stay in the CRM. Quartio reads its data and connects it with the agreements from email, WhatsApp and meetings.
Can I use both?
Yes. Quartio reads data from a CRM, for example from HubSpot, read only, and connects it with what happens in email and on WhatsApp.
How much does it cost?
Quartio is a monthly subscription for the company. We give the amount at the first meeting, once we know how many people and tools it covers, and put it in the order before the start. The first meeting costs nothing.
How much work does the start take?
At the first meeting we pick one matter and connect only the sources it needs, together. You check the answers on your own matters straight away, and the scope grows once you see the benefit.
Other comparisons
Descriptions of other products come from their own pages and public sources, checked on 5 October 2026.