Qtell for service providers
Marketing & Digital Agencies Accounting & Finance Business Consultancies IT & Managed Services Recruitment & Staffing Outsourced Operations

See which clients are most profitable. Know what works for every client.

Qtell connects the systems behind your agency and the platforms you manage for clients. Your team gets answers about both, in Qtell or in the AI tools they already use.

Understand your margins, investigate client performance and give your team access to governed business data in ChatGPT, Claude and Qtell's own intelligence tools.

One login. A separate understanding for every client. Nothing to build or maintain.

Three colleagues at a service business reviewing work together on a tablet
A service provider shaking hands with a client across a meeting table
Client confidence

Give clients confidence in how their data is used.

Your business manages data across different clients, platforms and services. How your team protects that data, particularly when using AI, is part of the trust your clients place in you.

Qtell gives your team governed access to the data it needs, without repeatedly copying client reports and records into different AI applications.

Separate by client.

Each client's data is kept in its own organisation, with defined roles and access permissions.

Controlled AI access.

Qtell checks what each person is permitted to see before returning data to their AI application.

Secure connections.

System credentials are not shared with AI applications, and requests are logged.

Consistent, reliable answers.

Data is interpreted using agreed business definitions and relationships, so people work from the same figures.

Your team can use AI with client data while maintaining the security, accuracy and controls your clients expect.

Your business

See where your business makes money.

Your revenue, costs, client relationships and service delivery often sit across different systems. Each shows part of your performance, but understanding profitability requires them together.

Qtell connects your CRM, finance, project management, time tracking and operational data so you can investigate performance across your business without pulling figures from separate reports.

Your revenue, costs, clients and delivery, understood as one business.

If one of your systems isn't in our library yet, we'll build the connection.

Questions you can answer:
Which clients are most profitable once delivery costs are included?
Where is staff time increasing without a corresponding increase in fees?
Which services generate the strongest margins?
Which clients or projects are affecting capacity?
Which new-business opportunities have stalled?
Your clients

Manage every client from one login, with separate data and permissions for each.

Your own business and each client have a separate organisation within your Qtell account. Your team can move between them without signing in again, with access limited to the data each person is authorised to see.

Investigate performance, identify problems and prepare reporting without repeatedly signing into individual platforms, exporting files or reconciling spreadsheets.

Go beyond what individual systems show. Connect marketing activity to sales, recruitment activity to placements, financial results to operations, or service performance to the issues behind it.

One login for your portfolio. A complete understanding of each client's performance.

Switch organisation
Your team
One login
Y
Your agency
Your business
Group Admin
L
Larkfield
Client
Member
A
Alder & Finch
Client
Member
B
Brookmoor Events
Client
Viewer
AI for your team

Get answers about your business and clients in the AI tools you already use.

Your team uses AI to research, write, plan and analyse. What it can’t see is the performance behind the work. Connect it to Qtell and that changes. Ask ChatGPT why a client’s cost per enquiry rose, which campaigns brought in the most valuable enquiries, or how the client is tracking against target. Qtell checks what that person may see, applies the client’s definitions and returns the answer.

Each person connects their AI tool to the organisations they work in, your agency’s included.

No model training. No uploading client reports. No separate connection to every platform for every AI tool.

What happens

An account manager asks in ChatGPT, “Why did Larkfield’s cost per enquiry rise last month?” ChatGPT asks Qtell. Qtell checks they can see Larkfield’s data, reads its platforms and applies Larkfield’s definitions.

Why did Larkfield’s cost per enquiry rise last month?
ChatGPT → Qtell
✓Checks they can see Larkfield’s data
✓Reads its platforms
✓Applies Larkfield’s definitions

Your team continues working in the AI applications of its choice.

No model training. No repeated file uploads. No separate connection to every platform for every AI application.

From signal to action

Find what matters. Investigate it. Act on it.

Ask a question no single report can answer, and get one answer back.
ONE ANSWER Ask in plain English. Qtell checks your access, reads the relevant connected systems and applies your definitions.
YOU STAY IN CONTROLAsking is read-only. If two sources can't be combined safely, Ask Q says so and leaves them out.
Explore Ask Q →

Your team spends less time finding and preparing data, and more time delivering the work clients pay for.

What changes for your business

Better margins. Less manual work. More capacity.

Put AI to work securely.

Give employees governed access to business and client data in the AI applications they already use.

How is Larkfield tracking against target?
Access checkedDefinitions applied

Work across every client.

Analyse connected data from multiple platforms without switching accounts or rebuilding reports.

Your agencyGroup Admin
LarkfieldMember
Alder & FinchMember

Increase capacity.

Reduce manual data preparation, reporting and administration so your team can handle more work without the same increase in overhead.

Manual reporting
With Qtell

Know your own numbers.

Understand profitability, delivery costs, workload and opportunities across your business.

Larkfield41% margin
Alder & Finch33% margin
Brookmoor Events12% margin

Identify problems earlier.

Monitor performance, investigate changes and move findings to the people responsible for acting.

Larkfield: cost per enquiry is up 18% this month.Sent to account manager
Getting started

Your platforms stay. Qtell connects them.

1

Connect your business.

Select your CRM, finance, project management and other systems. Qtell's AI guides the connections.

2

Add your clients.

Create a separate organisation for each client and connect the relevant accounts, platforms and data sources.

3

Establish access.

Set permissions for your team and confirm the business rules needed for consistent, reliable answers.

Qtell handles the connections and ongoing technical maintenance.

No technical skills needed.

Qtell for service providers

Understand your business. Deliver more for every client.

One login, separate client organisations and governed data available to your team across Qtell and the AI applications they already use.