Discover folk - the CRM for people-powered businesses
Quo captures calls, texts, and contact context in one shared space. Revenue still leaks when conversations stay inside the phone system, ownership stays unclear, and follow-up lives in someone’s head instead of a pipeline. A CRM for Quo fixes that gap.
A CRM for Quo users centralizes contacts and companies, enforces ownership, prevents duplicates across reps, and turns every call or text into trackable next steps. Quo keeps conversations moving. The CRM turns conversations into pipeline and revenue.
What is Quo?
Quo (formerly OpenPhone) is an AI-powered business phone system that brings calls, texts, and contacts into one shared workspace, so teams can collaborate on customer conversations and never lose context.
- Shared numbers + shared inbox: Multiple teammates can use the same business number, see the full thread, and coordinate responses without stepping on each other.
- Calling + SMS/MMS in one place: Calls and texts live in the same conversation view, so follow-up stays consistent across channels.
- Call recording + voicemail transcription: Calls can be recorded and voicemails transcribed to keep a searchable history and reduce missed details.
- AI assistance for faster handling: AI can summarize conversations, help draft replies, and reduce manual note-taking after calls and threads.
- Internal notes, assignments, and collaboration: Teammates can leave internal context, hand off conversations, and keep ownership clear when multiple people share one line.
- Routing and call flows: Business hours, forwarding rules, and routing logic help teams handle inbound faster and reduce missed calls.
Quo fits SMBs and growing teams that run sales, service, or operations over phone and text, need shared visibility across reps, and want a collaborative inbox that stays fast as volume increases.
Is Quo a CRM?
❌ No. Quo is a business phone and messaging system that centralizes calls, texts, and conversation context. It does not replace core CRM functions like being the system of record for contacts and companies, deduplication, ownership rules, lifecycle stages, deal pipelines, tasks, forecasting, and revenue reporting.
Why Quo Users Need a CRM?
Quo makes phone and text collaboration easier. Without a CRM, the outcome stays unstructured: conversations do not reliably turn into owned opportunities, follow-ups get missed, and multiple reps can work the same account without realizing it.
A CRM converts calls and texts into a repeatable pipeline: one clean database, clear ownership, forced next steps, and reporting that ties conversations to meetings, opportunities, and revenue.
✔️ Turn calls and texts into pipeline movement: Automatically create or update deals, assign owners, and generate tasks when a call happens or a thread becomes hot.
✔️ Prevent duplicate outreach and messy ownership: Deduplication and shared visibility keep one record per person and company, even when multiple reps share numbers.
✔️ Centralize context beyond the phone system: Email, calendar, notes, and deal history stay attached to the right record for clean handoffs.
✔️ Standardize qualification and follow-up: Stages, fields, and playbooks enforce consistent execution across reps.
✔️ Measure what matters: Quo shows conversations; a CRM connects conversations to win rate, pipeline velocity, and revenue.
7 Best CRMs for Quo in 2026: The Full Comparison
1. folk CRM
Rating
⭐⭐⭐⭐⭐(G2)
Overview
folk is an AI CRM built for Quo-led teams where calls and texts must turn into clean pipeline execution. It keeps one shared database with enrichment and deduplication, centralizes context across channels, and enforces follow-up through pipelines and tasks so high-intent conversations never stall.
Pros
- Strong fit for phone-and-text-led workflows that need structured follow-up
- Enrichment and deduplication keep the database clean as volume scales
- Pipelines, tasks, and shared timelines keep ownership consistent across reps
Cons
- Quo remains the calling and texting layer; conversation handling stays in Quo
- Advanced admin and governance needs sit on higher tiers
Pricing
Starts at $20/member/month (billed annually)
2. Streak
Rating
⭐⭐⭐⭐(G2)
Overview
Streak fits Quo-led teams that want a CRM living inside Gmail, where call/text outcomes from Quo need fast follow-up without switching tabs. It works best for simple deal tracking, shared pipelines, and collaboration that stays close to inbox workflows.
Pros
- Gmail-native CRM for fast adoption and low context switching
- Shared pipelines keep follow-up visible after calls and texts
- Simple collaboration for small teams working the same leads
Cons
- Less suitable for teams that need a full system of record at scale
- Reporting and governance depth is limited compared to full CRMs
Pricing
Starts at $49/user/month (billed annually)
3. Capsule CRM
Rating
⭐⭐⭐⭐⭐(G2)
Overview
Capsule CRM fits Quo-led SMB teams that want a lightweight system of record to turn conversations into structured pipeline execution. It keeps contact management and deal tracking simple, so call and text activity can translate into consistent next steps without heavy admin.
Pros
- Lightweight CRM that stays easy to run day to day
- Clean pipelines and tasks for consistent follow-up after calls and texts
- Good fit for small teams that want structure without complexity
Cons
- Advanced automation and reporting depth depends on plan
- Not built for complex enterprise governance
Pricing
Starts at $18/user/month (billed annually)
4. Keap
Rating
⭐⭐⭐⭐(G2)
Overview
Keap fits Quo-led small businesses that want CRM plus automation to turn calls and texts into follow-up sequences, tasks, and repeatable workflows. It works well when the priority is converting inbound conversations into booked meetings and closed deals with automation doing the heavy lifting.
Pros
- Strong automation to follow up after calls/texts with consistent next steps
- Good fit for SMBs that want CRM + workflows in one system
- Helps standardize handoffs and reduce missed follow-up
Cons
- Can feel heavy for teams that only need a simple pipeline
- Costs and feature access depend on tier and contact volume
Pricing
Starts at $249/month
5. Insightly
Rating
⭐⭐⭐⭐(G2)
Overview
Insightly fits Quo-led teams that want CRM structure plus reporting and workflow automation, without moving to a full enterprise stack. It works well when calls and texts need to become owned opportunities with consistent stages and repeatable processes.
Pros
- Solid pipeline structure and reporting for managers
- Workflow automation supports consistent follow-up after conversations
- Good middle-ground between lightweight tools and heavy enterprise CRMs
Cons
- UI and setup can feel less lightweight than minimalist CRMs
- Some automation and reporting depth is tier-gated
Pricing
Starts at $29/user/month (billed annually)
6. Nimble
Rating
⭐⭐⭐⭐(G2)
Overview
Nimble fits Quo-led teams that need a clean relationship database connected to everyday communication. It works well when calls and texts trigger follow-up, but the CRM must keep contacts organized, searchable, and actionable without feeling heavy.
Pros
- Strong contact-centric organization for conversation-led teams
- Good fit when the priority is clean records and consistent follow-up
- Lightweight enough for SMB adoption without enterprise overhead
Cons
- Less suited for complex enterprise governance and deep customization needs
- Some teams will want more advanced pipeline automation than a lightweight CRM provides
Pricing
Starts at $29.90/user/month (billed monthly)
7. Bitrix24
Rating
⭐⭐⭐⭐(G2)
Overview
Bitrix24 fits Quo-led teams that want an all-in-one workspace with CRM, tasks, and collaboration, so call and text outcomes can turn into owned pipeline steps and internal execution without jumping between tools.
Pros
- CRM + tasks + collaboration in one workspace for consistent follow-up
- Useful when multiple people handle the same number and need shared visibility
- Flexible enough for SMB workflows that mix sales and ops
Cons
- Can feel complex compared to lightweight CRMs
- Some capabilities and limits depend on plan and seat setup
Pricing
Starts at $49/month
7 Best CRMs for Quo: Recap Table
Conclusion
Quo centralizes calls and texts. A CRM turns those conversations into revenue. The winning setup keeps one clean database, prevents duplicate ownership, and forces next steps the moment a lead shows intent.
For phone-and-text-led teams, folk CRM fits best: enrichment and dedup keep records clean, shared timelines keep context centralized, and pipelines plus tasks turn every call or text thread into consistent pipeline movement.
Discover folk CRM
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