Streamline Customer Success with Customer Management Software
Manage all your customer data, communications and orders in one connected ERP platform—boosting service, sales and satisfaction.
Centralize Customer Info
Manage all customer data in one secure, cloud-based location.
Improve Customer Service
Respond faster with full visibility into order history and contacts.
Strengthen Relationships
Track interactions & follow-ups to build lasting customer loyalty.
Simplify Communications
Send emails, manage tasks & keep full communication history.
Boost Sales Accuracy
Link orders, quotes & invoices for better forecasting & fulfillment.
Enhance Team Alignment
Give your team access to real-time customer insights.
What is customer management software?
Customer management software, is used by organizations to track, organize and manage every interaction with customers throughout the entire customer lifecycle. It plays a critical role in improving communication, streamlining workflows and enhancing service by consolidating customer data in one central location.
QT9 ERP's customer management module helps businesses manage customer relationships more effectively by automating contact tracking, order history, communication logs and service interactions. Fully integrated within QT9 ERP, it provides real-time visibility into customer activity across departments—empowering teams to deliver personalized service, reduce response times and improve customer satisfaction. With built-in tools for reporting and data analysis, it also helps support smarter sales decisions and long-term retention strategies.
Optimize customer data with customer management software
Explore the powerful tools in QT9 ERP’s Customer Management Module designed to centralize data, improve visibility and strengthen relationships.
Contact Tracking
Log customer contact details, roles and communication preferences.
Notes & History
Keep a detailed timeline of interactions, tasks and internal notes.
Email Logging
Capture and view all customer-related email communications.
Task Management
Assign and track tasks tied to customers or sales activities.
Quote Integration
Easily generate and manage quotes linked to specific customers.
Order Linking
Track all orders by customer for full visibility from quote to invoice.
Document Storage
Attach files like contracts, specs or correspondence to customer records.
Performance Metrics
Monitor key customer data like revenue, on-time delivery and more.
CRM Integration
Seamlessly integrate with sales, support and quality modules.
Centralize data with 17+ modules included
FAQ: Customer management software
While not a full-blown customer relationship management (CRM) system, customer management within an ERP is essential for centralizing customer data, maintaining order requirements and customer financial information, and documenting customer interactions.
Both ERP and CRM systems manage customer interactions, however, ERP customer management is geared toward the parts of customer relationships that affect back-end enterprise operations. This involves financial processes, such as accounts payable and receivable, tracking customer-specific inventory and managing customer requirements.
CRM software, on the other hand, manages customer information for front-office processes, such as sales and marketing. Essentially, a CRM tracks current and potential customer information and interactions, and provides tools to refine marketing efforts, such as demographics and buying trends.
A customer web portal is a secure way to streamline customer interactions, allowing customers to log in to place orders, view order history and manage their accounts. Real-time information enables customers to get accurate information about product availability and pricing. This helps improve customer satisfaction as well as operational efficiency.
QT9 ERP’s Customer Management module enables businesses to integrate customer contacts, products, purchase history and performance in one centralized location. Our Customer Web Portal makes it easy for customers to see the status of accounts receivable, orders and even credits.
With QT9 ERP you get:
- 17+ modules
- Customer, compliance, supplier and physical inventory web portals
- Lot and serial number inventory control
- Tailored customer support
- Real-time reporting with mobile accessibility
- Seamless integration with QT9 QMS quality and compliance software
QT9 ERP improves efficiency and accuracy by centralizing and integrating data and automating operations. Reach out today for a demonstration or to get started with a free trial.
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