CRM for your management system

Keep customers, suppliers and contacts under control

Manage customers, suppliers and contact people in one central place. Document ratings, identify risks early and link business partners directly with claims, actions and other processes.

CRM detail view in qmBase with supplier information, links, ratings, actions and contact people
CRM detail view in qmBase

Everyday problem

Customer and supplier information is scattered everywhere

Contacts live in the Outlook address book, supplier ratings sit in Excel and claims are documented separately. This makes it hard to see customers, suppliers and the full business relationship in one context.

Most important consequence

Relationships are missing

Claims, actions, risks and ratings are managed separately. This hides the context of the full customer or supplier relationship.

Customer knowledge is locked in individual minds

When employees are absent or leave the company, important information about customers, suppliers and contact people is often lost.

Decisions are hard to trace

Ratings, approvals and earlier decisions are often documented separately. Evidence is missing exactly when it is needed.

Customer and supplier management

All business partners in one central place

qmBase brings customers, suppliers and contact people together in one shared structure. Business partners are not just stored, but become usable directly inside your management system.

CRM contact overview in qmBase with customers, suppliers, responsible people, tags and contact count
CRM contact overview in qmBase

Overview

One shared database

All employees work with the same customer and supplier information.

Traceable

Contacts remain traceable

Assign contacts directly to organizations and find key contact people at any time.

Responsible

Responsibilities are clear

For each customer or supplier, it is visible who is responsible internally.

Structure

Classify business partners precisely

Structure customers and suppliers with tags, ratings and individual master data.

Part of your management system

Customers and suppliers become part of your management system

Claims, actions, audits and ratings almost always refer to a customer or supplier. Direct links keep these relationships visible and traceable.

Business partners stay in process context

Customers and suppliers can be linked directly with claims, actions, audits, forms, products and documents.

See ratings in context

Supplier ratings, claims and actions together create a more complete view of the business relationship.

CRM

Customer claim

Claim

Action

Supplier audit

Audit

Supplier rating

Form

Product

Customer specification

Document

More than an address book

The full business relationship at a glance

Instead of spreading information across different systems, qmBase brings contacts, ratings, claims, actions and further records together directly at the relevant customer or supplier.

CRM in qmBase

Customers, suppliers and contacts

central

Meyer & Co. GmbH

Customer + supplier

92%
Responsible: M. Schneider

Nordstahl AG

Supplier

86%
Responsible: T. Becker

Alpin MedTec

Customer

88%
Responsible: L. Hartmann

Detail view

Meyer & Co. GmbH

CustomerSupplierISO 9001

92%

Rating

Contact person

S. Wagner

Quality management

Last activity

Claim reviewed

3 days ago

Linked information

2 claims
1 open action
3 ratings

Individual ratings

Your own rating logic instead of rigid forms

With the forms app, you define your own criteria, weightings and calculations. This creates supplier, customer or service provider ratings that stay linked directly to the relevant business partner.

Form: individual supplier rating

Meyer & Co. GmbH

Supplier

GMP compliance

Scale from 1 to 10 - weighting 30%

10

of 10

110

Audit rating

Scale from 1 to 10 - weighting 40%

8

of 10

110

Delivery performance

Scale from 1 to 10 - weighting 30%

9

of 10

110

Overall rating

qmBase calculates a traceable overall rating from individual criteria and weightings.

89%

8.9 of 10

All business partners. All information. One system.

Create one shared view of customers and suppliers. Contacts, ratings and records stay linked where they belong: directly at the relevant business partner.