CUSTOMER MANAGEMENT SOFTWARE

Central command for customer management

QT9™ ERP provides tools to store, track and manage customers in one, simple ERP platform.

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CENTRALLY MANAGE CUSTOMER PROCESSES

Connect customer data to the rest of your business

Integrate customer contacts, products, purchase history and performance in one place.

Manage Customer Requirements

Track custom data, make custom labels/printouts and use them throughout the sales process.

Evaluate Creditability

Build customer credit limits and rules that alert your users throughout the sales process.

Customer Web Portal

Make it easy for customers to get visibility of accounts receivable, order statuses and even credits.

MAINTAIN HAPPY CUSTOMERS

Simplify customer management 

  • Easily create, track and maintain customer purchased items and pricing in one shareable location.

  • Customize item data requirements utilizing custom fields, custom printouts and pricing schedules.

  • Get an activity snapshot of communication, invoices, quotes and other records.

  • Track customer-specific inventory, product descriptions, part numbers and notes.

  • Access customer details including sales terms, credit limits, contacts, ship to locations, item assignments and more.

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CONNECT CUSTOMERS WITH TECHNOLOGY

Modernize customer management 

  • Digitally transform Word and Excel documents to form fields and real-time data.

  • Streamline communication with your customers using our customer web portal.

  • Quickly access customer invoices and price quotes.

  • Improve data accuracy by allowing customers to log in and process orders via the customer web portal.

  • Automate sales processing by setting up customers with EDI.

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GET A 360-DEGREE VIEW OF YOUR CUSTOMERS

Monitor customers 

  • Turn data-driven insights into opportunities with real-time interactive customer dashboards.

  • Access real-time customer insights with the ability to drill down and filter data the way you want.

  • See every customer interaction with your business – regardless of location or department.

  • Monitor on-time shipping using the On-Time Shipping Dashboard Chart.

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ALL-IN-ONE QUOTING SOLUTION

Manage all your quoting activities from one solution

Everything you need to get the job done.

CUSTOMER MANAGEMENT

FAQs

What is ERP customer relationship management?

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.

What is the difference between ERP vs. CRM software?

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.  

What is a customer web portal?

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.

How does QT9 ERP help with customer management?

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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