01Objects & fields
Custom objects, fields, validation and relationships on every record, per workspace or across a pack.
What you can change
Seven layers of customization.
02Pipelines & stages
Any number of pipelines with written exit criteria and stage probabilities learned per pipeline.
03Industry packs
Bundle vocabulary, stages, fields, sequences and reports into a pack; install it in one click in any client workspace.
04Vera skills
Add commands Vera understands — “quote from price book”, “check credit limit” — that call your API and return a draft for approval.
05Agents & prompts
Readable system prompts per agent; tone, limits and language per workspace.
06White-label console
Resellers and agencies get their own branded console, domain and client reports.
07API, webhooks, OAuth apps
REST API on every object, signed webhooks on every event, OAuth apps for marketplace listings.
Built for teams that build
Build on Quotarider.
REST API, webhooks and CSV in/out on every plan that needs them. Attribution events carry the campaign, sequence, step and subject line — so your warehouse sees what your CRM sees.
# Create a contact, then let attribution follow the thread POST /v1/contacts { "email": "sv@maxhealth.com", "company": "Max Healthcare", "sequence": "founder-led-outbound" } # Webhook fires when the invoice clears event: "invoice.paid" attributed_to: { campaign, step, subject_line }
01Governed AI
AI proposes. You approve. Quotarider executes.
Most sales AI lets the model write straight into your CRM and your outbox. Quotarider puts an approval point between every proposal and every record — architected in, not bolted on.
▲ Probabilistic
Vera and the four agents
Read replies, research accounts, draft records and sequences, rank the day. Any model, your key — or no model at all for 73 of 106 commands.
↓ every proposal, every time ↓
◆ The approval point
Draft → approve → execute
Nothing is written to a contact, a deal, a sequence or a mailbox until a person approves it. Every proposal carries its source, its confidence and an audit line.
↓ deterministic write ↓
▼ Deterministic
Your records and your mailboxes
CRM, sequences, sends, invoices — one database, one audit log, exportable at any time. The agents never hold the pen.
106
assistant commands Vera understands
Quotarider product spec, 202673
of them run with no AI key at all
deterministic, template-driven0
writes to your data without a human approval
every plan, every agentQuestions teams ask
Is customization sandbox-only?
No — anything you build in the sandbox can be exported as a pack and installed in production workspaces on the customer’s plan.
Can Vera skills send anything?
No. Skills return drafts; a person or a rule approves. Governance applies to partner-built skills exactly as to ours.
What is the crm customization access for partners?
Partner customization access on Quotarider: custom objects and fields, custom pipelines and stages, industry packs, Vera custom commands (skills), readable agent prompts, a white-label partner console and a full REST API with signed webhooks and OAuth apps — free in a partner sandbox at every tier.
CRM customizationcustom objects and fieldsVera skillswhite label CRM consoleCRM API
Governance applies
Partner-built skills and agents follow the same propose-and-approve model as Quotarider’s own: nothing partner code writes reaches a customer record without an approval, and every action is logged.
governed AIapproval workflowaudit log