Platform Solution
CRM & Client Management
Client relationships, quotations, service agreements, and job request management in a single integrated workflow.
The OMS CRM module manages the full client lifecycle from initial enquiry through to active service agreement — covering contact management, quotation creation, scope-of-work documentation, and recurring job scheduling.
Quotations are linked to job templates, ensuring that accepted quotes automatically generate correctly configured jobs with the right test methods, specifications, and pricing. Client-specific requirements and preferences are stored and applied automatically to every job.
The CRM integrates with the Accounting module for invoice generation and the Client Portal for real-time job status access — giving clients visibility of their work without requiring phone or email follow-up.
What It Does
Key Capabilities
Standards Coverage
Applicable Standards
Used Across Industries
Industries Using This Solution
Calibration Labs
Automate calibration certificates, uncertainty budgets, and equipment traceability for accredited labs.
NDT & Inspection
The complete digital platform for accredited NDT laboratories and third-party inspection bodies.
Manufacturing
End-to-end quality, test, and operations management for manufacturing environments.
Automotive
Supplier qualification, test documentation, and quality records — built for automotive-grade compliance.
Environmental Labs
Sample management, result validation, and compliance reporting for environmental testing.
Ready to see CRM & Client Management in action?
Join accredited laboratories and inspection bodies already using OMS Software to manage compliance, workflows, and reporting.