Customer management
See profitability per customer, in real time.
Project-centric customer and contact records.
The problem
Which customer is actually profitable?
The CRM holds sales, the project tool holds work, accounting holds cost. Profitability and risk per customer are invisible without stitching three systems together.
AI in this module
Derives customer risk from project data.
- Total budget, revenue, cost and profit across the customer's projects
- Alerts for cost over 90% of budget and 3+ overdue tasks
- Customer threads and pending replies in the report
What you can do
Customer record
Company name, tax number, sector, contact details; public or private.
Contacts
Title, email, phone and a primary contact.
Customer dashboard
Projects, task status, budget/revenue/cost/profit.
Risk flags
Budget overruns and overdue tasks.
Customer report
Projects, threads, pending replies; public/private split.
Linked to pool and projects
Pool requests and projects belong to a customer.
Who uses it and how
Department Manager
Manages customers and watches risk per customer.
PM / Quality
Follows customer threads and pending replies.
CTO
Sees the profitability of the customer portfolio.
Frequently asked
Is this a full sales CRM?
No. OpsQI's customer module is project-centric: projects, cost, profitability and communication per customer.
Can public-sector customers be tracked separately?
Yes. Customers are marked public or private and counted separately in the report.
See it with your own data.
Open a free workspace, or let's schedule a demo with your team.