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
Automotive
Supplier qualification, test documentation, and quality records — built for automotive-grade compliance.
Manufacturing
End-to-end quality, test, and operations management for manufacturing environments.
NDT & Inspection
The complete digital platform for accredited NDT laboratories and third-party inspection bodies.
Calibration Labs
Automate calibration certificates, uncertainty budgets, and equipment traceability for accredited labs.
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.