Contact identity
Keep names, roles, company details, phone numbers, email addresses, locations, and communication preferences together.
Customers and accounts
Know the customer before you answer.
One record brings the person, company, history, open work, and next action together. Your team starts every call, quote, and follow-up with the full picture.
Demo data
The complete customer record
Less hunting. Better answers.
McQuays turns scattered customer information into a practical workspace. The details people look for every day are visible, connected, and ready to use.
Company relationship
See the linked business, account owner, customer status, tags, and the context your team needs to handle the relationship properly.
Commercial history
Review customer value, order history, average order size, open quotes, and active opportunities before the next conversation.
Open work
Bring service activity, warranty claims, quotes, orders, and unresolved tasks into the same working view.
Recent activity
Follow emails, calls, notes, purchases, status changes, and team actions in one chronological record.
Relationship actions
Call, email, add a note, create a quote, or start the next task without losing the customer context around the action.
AI contact research
A useful brief, not another search project.
Ask the McQuays assistant to prepare the contact before a call or follow-up. It brings together what your business already knows, then organizes the facts that matter for the next conversation.
- The contact's role, company, location, and preferred way to communicate.
- The relationship history, latest conversations, notes, and internal account owner.
- Recent orders, open quotes, service work, claims, and unresolved follow-ups.
- A clear summary of what changed and a suggested next action for your team to review.
The assistant prepares the research. Your team decides what to do with it and stays in control of every customer action.
Demo data
Contact brief
Prepared for your next conversation
Contact
Role, company, location, preferences
Relationship
Account owner, notes, and conversation history
Open work
Quotes, orders, claims, and follow-ups
Next step
Suggested action ready for team review
Research is based on connected customer records and available account activity. Review before use.
One relationship, every workflow
The record follows the work.
Customer context should not stop at the contact page. McQuays keeps the same account connected as work moves across your operation.
Inbox and conversations
Quotes and follow-ups
Orders and purchase history
Service and field work
Warranty and claims
Pricing and programs
Built for the people doing the work
One customer view. Different jobs made easier.
01 / Sales and account teams
Walk into the conversation prepared.
See what the customer bought, what is still open, who owns the relationship, and what changed since the last conversation.
02 / Counter and service teams
Answer without putting the customer on hold.
Find contact details, order context, service history, claims, and notes from the same screen while the customer is in front of you.
03 / Owners and managers
Keep the relationship with the business.
Customer knowledge stays visible to the team instead of disappearing into a personal inbox, spreadsheet, or somebody's memory.
Start with what you have
Your customer knowledge becomes useful without becoming another admin job.
Bring the information your team already relies on into one operating record. McQuays helps organize it, surface what matters, and prepare the next piece of work.