Customer Management.
Manage customer relationships and operational processes without the cost and complexity of a traditional enterprise Customer Relationship Management (CRM) platform. Singlepoint Customer Management gives manufacturing teams a flexible way to centralize customer data and connect it with the processes that support quality and compliance.
Cost-effective control
Our Customer Management module offers a "CRM Lite" approach, streamlining functionality without compromising quality and helping you manage customer relationships cost-effectively at scale.
Designed for B2B
Traditional CRM platforms don't always support the deeper operational process management required in B2B environments. Singlepoint fills this gap by offering essential customer management features that can be extended for specific operational needs through its Easy Workflow Deployment capabilities, with change-controlled configurability built in.
Flexible by design
Singlepoint Customer Management is fully integrated with our low-code platform, making it highly configurable and modular. It works seamlessly alongside other Singlepoint modules, such as Quoting, and can also integrate with third-party software already in place.
360-degree customer oversight
Manage everything from revenue opportunities to project management, including timesheet logging, expense tracking and invoice triggering. Singlepoint connects customer-related processes and centralizes key customer data to give teams greater visibility across the customer lifecycle.
Data-driven decision making
Access dashboards, insights and real-time reporting directly from Singlepoint's Business Intelligence module for informed decision-making across customer interactions and processes.
Connect customer management with your operations
Automated notifications and reminders help keep teams and individuals on track throughout the customer journey.
End-to-end compliance and workflow management
Customer Management combines strong compliance capabilities with intuitive, workflow-driven process management, helping you maintain control and traceability across customer processes.
Trusted and proven
We couldn't find a CRM platform that aligned with our operational needs. So, we built one that did, and we use it to run many of our own operations, including commercial, project management, professional services and technical support. Singlepoint Customer Management isn't just a product we offer, it's a core part of our own business.
Get our QMS fact sheet
Download our fact sheet to learn more about how Singlepoint’s quality management software can help you.
Our case studies
Horizons: From barely visible to ISO 9001 audit-ready
Horizons Incorporated had a document control system, but adoption never spread beyond the core quality team. At audit the answer was technically yes; in practice, most of the workforce did not know it existed. After evaluating six vendors, Horizons chose Singlepoint for its concurrent user licensing, visual navigation, and cross-module traceability. A back-end migration from Waypoint kept implementation to weeks, not months. The result: whole-workforce access without per-seat cost, a complete corrective action audit trail, and a first surveillance audit that impressed an examiner the team had never met. Adoption itself now serves as a live quality signal.
Doncasters Trucast: Strengthening NPI & Audit Governance
Doncasters Trucast, a recognised leader in precision investment castings and turbine components, needed to strengthen governance and traceability within its New Product Introduction process. Operating in highly regulated mobility and aerospace-related markets, the business required a more structured, auditable and scalable approach to gated project management. By implementing Singlepoint’s configurable NPI module, Doncasters Trucast introduced electronic gate approvals aligned to regulatory standards, improving visibility, accountability and compliance. The result has been sustained zero audit findings related to NPI for over three years, alongside reduced administrative burden and improved real-time insight for engineering, quality and customer-facing teams.
FMP: Delivering 4,000 Hours of Efficiency Gains
FMP, one of the UK’s leading manufacturers of medical devices and healthcare products, needed to replace its manual, paper-based processes with a more efficient, compliant system. After evaluating 15 platforms across two review cycles, Singlepoint stood out as the clear leader for its flexibility, scalability and ease of use. By implementing Singlepoint’s document management and training modules, FMP achieved measurable time savings of 4,000 hours per year and significantly improved audit readiness.
Faltec: ERP Integration and Audit Efficiency
Faltec Europe streamlined operations and enhanced compliance by replacing outdated systems with Singlepoint. Discover how seamless ERP integration and centralised document management transformed their digital workflow.
UTAC: Driving Quality and Efficiency with Integrated Quality Management
UTAC UK, a leading provider of powertrain and engine testing services, faced challenges with outdated paper-based quality management processes. Senior Manager Peter Davies sought a modern, integrated solution to streamline operations across multiple sites. By implementing Singlepoint’s adaptable platform, UTAC UK digitised their entire quality management system, including document control, auditing and risk management
HiiROC: Streamlining Quality Management for Rapid Business Growth
“My rule of thumb is if my boss can find what they are looking for quickly, then the system works. With Singlepoint, anyone can now find documents in a few clicks. It has made things very easy for everyone” Keith Renouf, Head of HSEQ.
Amcor: Document Management
“Singlepoint is a very good system for control of documentation. You have everything on the system and it’s user-friendly. Everybody in the company can use it.” – Irene, Quality Systems Manager
Mentholatum: audit-ready under FDA scrutiny
The Mentholatum Company, a US OTC and consumer health manufacturer regulated under cGMP and 21 CFR Part 11, was managing quality documentation on local servers and network drives, with no single system of record, no reliable audit trail, and real exposure to ransomware. After a recommendation from its UK affiliate, Mentholatum deployed Singlepoint for document control across its Orchard Park and Horsham sites. A 2026 cloud migration removed dedicated server hosting and saved over $18,000 a year, while delivering 24/7 access for a three-shift operation. Every operator can now pull up a current, controlled SOP the moment an auditor asks.
Hitachi Rail: Multi-site implementation
Hitachi Rail Europe, Ltd. is a wholly owned subsidiary of Hitachi, Ltd. and a total railway system supplier offering rolling stock, traction equipment, signalling, traffic management systems and maintenance centres.
Gates Power Systems: Visual Navigator
Gates Power Systems enhanced their document management with Singlepoint’s Visual Navigator, linking ‘hotspots’ to manufacturing equipment images for precise document access.
FAQs
Can I integrate Singlepoint Customer Management with other modules?
Yes, Singlepoint Customer Management integrates with other Singlepoint modules, helping connect customer information with quality, compliance, issue management and corrective action processes.
Why would a manufacturer need customer management within their Quality Management System (QMS) rather than relying solely on a standalone CRM?
Customer management within a QMS links customer requirements, complaints and quality issues directly to operational processes. This improves traceability and supports compliance and continuous improvement.
How does Singlepoint Customer Management connect to complaint handling, issue management, and Corrective and Preventive Action (CAPA) workflows?
Customer complaints can be linked directly to issues, investigations and corrective actions. This ensures concerns are tracked through to resolution with full visibility and accountability.
How does customer management within a QMS support ISO 9001:2015 clause 8.2 (Requirements Related to Products and Services)?
It helps manage customer requirements, communication, feedback and changes. Centralized records provide evidence that customer needs are understood, reviewed and addressed effectively.
We need to track customer complaints, associate them with corrective actions, and report on resolution status without investing in a full CRM platform. How does Singlepoint Customer Management address this?
Singlepoint Customer Management provides a central system for managing complaints, linking them to investigations and corrective actions and reporting on progress. This provides customer issue visibility without the complexity of a full CRM platform.