Customer Management

Streamlined Solutions for Customer Satisfaction

You need to deliver more than just a product to keep customers coming back — short order cycle times, perfect orders, self-service options, fast delivery, high quality, custom configurations, timely service, comprehensive support and accurate invoices. QAD Cloud ERP provides all this and more to help you keep customers satisfied.

QAD Customer Management allows you to:
  • Create custom configurations using a rules-driven product configurator and a customized product questionnaire that calculates complex inventory requirements such as yardage or square footage, total price and margins

  • Enter orders and quotations quickly and easily

  • Provide visibility into order status and margins by customers, products, items and sites

  • Check ATP and credit during the order entry process

  • Utilize multiple price lists

  • Manage depot and on-site repair, service contracts and warranty fulfillment

  • Optimize technician productivity and assign the tech with the right skills and parts so you increase your calls closed on first visit

  • Enable field personnel to log activities remotely


Improve responsiveness through collaboration during all phases of the customer life-cycle.

Customer Management
  • Sales Orders & Invoicing
  • Create and confirm quotations, sales orders, verify credit, allocate inventory, pick and ship products, and process invoices.
  • Customer Relationship Management
  • Increase your profits by improving customer acquisition and retention with a 360-degree view of your customer interactions from prospect to post-sale service and support.

  • Sales Analysis
  • Monitor your margins and salesperson productivity and analyze sales by product, item, site and customer.
  • Configurator
  • Offer mass customized products to improve customer satisfaction; ensure accurate pricing, configuration viability and material needs; and reduce scrap and rework. Configure centrally and deliver from any facility or configure and deliver from the same site.

  • Customer Self Service
  • Automatically take orders on this web store-front that you can match to your own website’s branding.
  • Trade Activity Management
  • Support buying groups, contract management, and best price management and track financial impact of promotion and rebates.

Service & Support
  • Service and Support Management
  • Get after-sales service and support, covering all aspects of tracking and support for equipment.
  • Field Service Scheduler
  • Reduce cost and improve customer service by increasing service engineers’ productivity.

  • Mobile Field Service
  • Give the technician fast and easy visibility of call assignments and end user details, and accelerate tasks like activity reporting and parts replenishment.

Product Demos

See QAD Cloud Apps in action.

Visit Demo Center

Thank you for filling out this form.
One of our representatives is going to get in touch with you shortly.

There was an error while processing the form.

Let's Talk

I'm interested in QAD Cloud ERP.