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
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.



