Centralize Customer Data and Gain Full Visibility Across Orders and Interactions
Unify customer data, track orders in real time and improve service with a connected customer management system built into QT9 ERP.
Built for manufacturers that need complete visibility into customers, orders and interactions across the entire operation.
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.
Unlimited Locations
Track as many shipping locations per customer as needed.
Simplify Communications
Send emails, manage tasks and keep full communication history.
Boost Sales Accuracy
Link orders, quotes and invoices for better forecasting and fulfillment.
Customer Item Data
Track all items sold and their pricing.
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.
Customer Management software
Your complete command center for customer relationships
QT9 ERP's Customer Management module is the powerhouse behind profitable customer relationships. From first contact through ongoing transactions, manage every customer detail, pricing rule and interaction in one centralized system that scales with your business.
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.
Credit Tracking
Track credit limits for customers and enforce them via the sales modules.
What makes QT9 ERP customer management different?
Customer Data ManagementQT9 ERP's Customer Management module gives users ultimate tracking of detailed customer information. Create customer types and categories for improved organization and apply global pricing strategies based on those types. Track sales reps assigned to your customers, whether a customer needs to be taxed or if they track consignment inventory.
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Credit and Shipping ControlsQT9 ERP enables you to track default sales terms for every sales order per customer, default currency and credit limit. Use custom credit statuses to determine if sales order entry needs to be alerted or if you need a stop order or stop shipment for that customer. Tracking unlimited ship-to locations simplifies shipping, allowing you to assign both default carriers and even sales tax rates based on the shipping location. |
Customer Pricing ControlsAssigning items to customers is simple in QT9 ERP. Track customer-specific part numbers to streamline sales order entry and apply predefined pricing levels tailored to each customer. Use pricing groups to manage scheduled pricing updates or assign item lists specific customer types.
If you need item-level customer fields, such as indicating whether a CofA or CofC is required, you can create a custom field that carries through the entire sales and shipping process.
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Ready to transform how you manage customer relationships?
Customer Management in QT9 ERP isn't just a contact database, it's a strategic tool that drives profitability through intelligent pricing, protects cash flow with proactive credit management, and delivers exceptional customer experiences through self-service portals. From startups to established manufacturers, businesses rely on QT9's Customer Management to scale their operations without scaling their administrative burden.
Discover how QT9 ERP's Customer Management module delivers enterprise capabilities with the simplicity that growing manufacturers require.
Everything You Need to Run Manufacturing in One ERP Platform
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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Run Your Operation With Clarity and Control
See how QT9 simplifies operations today and scales with you tomorrow.