Acumatica CRM overview

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Published on: 5 May 2026

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Acumatica CRM overview

This video provides an overview of Acumatica CRM and how it helps manage the full customer journey – from first enquiry through to ongoing support.

Acumatica brings sales, customer service and financials together in one system, giving your team complete visibility and control at every stage.

In this video, you’ll learn:

  • How leads are captured from email, mobile and imports
  • How leads are qualified and converted into opportunities
  • How to track activities, tasks and communications
  • How to create and manage sales quotes
  • How to handle customer enquiries using CRM cases
  • How AI can help generate and summarise customer responses

Key features covered:

  • Outlook and email integration
  • Mobile app for capturing leads on the go
  • Customer portal for self-service access
  • Real-time dashboards and reporting
  • Fully configurable workflows and assignment rules

Acumatica CRM helps you keep track of every customer interaction, reduce admin, improve sales efficiency and deliver a more consistent customer experience.

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