Customer Management.
When it comes to managing customer relationships, businesses often find themselves tangled in a web of complex, expensive CRM solutions that don’t really serve their needs. Singlepoint’s Customer Mnagement module offers a fresh streamlined approach that evolves with your usage, delivering just the essentials, right down to the granular level. This makes it the ultimate tool for efficient and effective customer management.
Cost-effective control
Say goodbye to bloated, expensive B2B CRM solutions. Our Customer Management module offers a ‘CRM Lite’ approach, streamlining functionality without compromising quality. Helping you to manage your relationships cost-effectively at scale.
Designed for B2B
While market-leading CRM systems are well-suited for B2C markets, they often falter in the B2B sector where deep operational process management is critical. Our approach fills this gap by offering essential features that can be extended for specific operational needs through our BPM platform. Over time, as these customer-related processes interact, you’ll experience an uplift in performance.
Unbeatable flexibility
Singlepoint’s Customer Management is fully integrated with our low code platform. This means it’s infinitely configurable and modular, working seamlessly alongside any other Singlepoint modules, like our Quoting module. Additionally, our system can integrate seamlessly with other third-party software systems you may already have in place.
360-degree customer oversight
Imagine an all-in-one customer management tool that covers everything from tracking revenue opportunities to project management, including timesheet logging, expense tracking, and invoice triggering. This module also ensures compliance and operational excellence through its intuitive, workflow-driven features. As time progresses, Singlepoint enhances performance by seamlessly integrating various customer-related processes and centralising key customer data.
Data-driven decision making
Not only can you leverage dashboards and insights, but you can also benefit from real-time reporting directly from Singlepoint’s Business Intelligence module for informed decision-making and insights into every customer interaction and process.
Automated alerts and notifications
Automated notifications and reminders are a standout feature in Singlepoint, helping to keep teams and individuals on track while enhancing operational excellence throughout the customer journey.
End-to-end compliance and workflow management
This module comes with strong compliance capabilities and intuitive workflow-driven process management features, assuring operational excellence at every customer touchpoint.
Trusted and proven
We couldn’t find a CRM system that aligned with our operational needs. So, we built one that did and we utilise it to run most of our own operations, including commercial, project management, professional services and technical support. Singlepoint’s Customer Management is not just a trusted product, it’s a core part of our own business.
Get our QMS factsheet
Download our factsheet to learn more about how Singlepoint’s quality management software can help you.
Case studies
FAQs
Can I integrate Singlepoint’s 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 QMS rather than relying solely on a standalone CRM?
A QMS-based customer management system 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 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. Centralised 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?
It provides a central system for managing complaints, linking them to investigations and corrective actions, and reporting on progress. This delivers customer issue visibility without the complexity of a full CRM solution.


