• Store customer details including name, logo, services provided, and website.

• Manage multiple customer locations with full address and country information.

• Maintain contact lists with roles, email addresses, and phone numbers.

• Tag main contacts or billing contacts for streamlined communication

Launch surveys or feedback campaigns targeting specific customer contacts. Once surveys are completed, responses are: 

• Automatically tied to the appropriate customer and contact

• Viewable in full detail for trend analysis and improvement actions

• Exportable for reporting or sharing with leadership

• Customer Satisfaction App – Select a customer and contact when creating complaints or compliments.

• NCR App – Associate customer contacts with Nonconformance Reports (NCRs) to streamline follow-up, escalation, and closure of customer-related issues. Send the customer direct link to authorize a specific disposition, such as Use As Is, in an NCR.

• Asset Management App – Identify which customers own or are associated with specific assets, ideal for managing loaned equipment, serialized tools, or location-based ownership.

• Audits App - Track and manage customer audits performed by or on behalf of clients. Whether it's a second-party audit or a formal supplier evaluation -by your Customer- audit records can be linked to specific customer profiles for complete visibility

• Assign specific roles to employees for managing customers, their locations and their contacts.

• Configure automated emails to notify Admins, or Techs, when new customers are added.

• Enjoy intuitive navigation consistent with the Web QMS experience across all apps.