Customer Relationship Management (CRM)

Empower your teams with real-time insights on your leads, contacts, opportunities, and customers for a 360-degree view of your entire business.

The Customer Management suite includes web-based CRM applications so you can respond to customers from anywhere, on any device. Improve customer loyalty, generate more sales, close more deals when you integrate your sales marketing and customer service software. Have a consolidated view of all customer records in a single database and real-time insight into your organisation’s performance.

  • Track performance and spend on one screen – get one integrated view of financials, marketing, sales, and service

  • Real-time visibility – reports and dashboards provide your team with data to manage forecasts, quotas, and results

  • Empower your teams – quickly access cases, opportunities and leads and track all emails, tasks, notes and calls

  • Reduce service response times – improve customer satisfaction, identify upsell opportunities and automate reminders. Plus deliver better customer self-service with secure customer portals

  • Seamless integration with Outlook, Salesforce, and many more apps – create new leads, contacts, opportunities, or cases right from your Inbox and experiencce bi-directional real-time synchronization

  • AI-powered and machine learning automation – capture business card contacts using mobile image recognition and validate addresses with Google and Bing

  • Easily manage marketing campaign expenses – track expenses and revenue with the Project Accounting module
Acumatica Sales Manager Dashboard Screenshot

Acumatica CRM modules

All modules are fully integrated with your Acumatica Cloud ERP system

Sales Automation

Reduce sales cycles, increase close rates, and improve sales efficiency overall. Improving the flow of information provides your teams with a single version of the truth, a complete view of all opportunities, contacts, and all sales forecasts, revenue reports, commissions and more.

Integrated Marketing

Improve collaboration between sales, marketing, and support, plus ensure maximum ROI on all marketing campaigns. Manage lead and list management and track and measure your email marketing plus integrate document management and sync with HubSpot effortlessly.

Service and Support Automation

Reduce response times, improve customer satisfaction, lower support costs, and accurately invoice whether per incident, per hour, or prepaid. Workflows based on established case severities, escalation paths, and priorities can send reminders to teams.

Customer Self-Service Portal

Deliver even greater value to your customers and work more efficiently. Customers can access their information including contracts, financial statements and support cases plus perform key activities 24 hours a day, 7 days a week, without a call or an email.

What Acumatica customers say…

  • Youngevity Distribution ERP Software customer

    “Acumatica saved us time and money processing over 4,500 orders per day. Since it’s Cloud-based, Acumatica can support our double and triple digit growth rates.”

    Chris Nelson (CPA), CFO
    Youngevity

  • Power Storage Solutions Field Service Acumatica ERP

    “Acumatica offered a service package, purchasing, inventory, a Client Relationship Management (CRM), quoting, manages projects, and sales orders – all right there in one operating system. We were shocked to find all of this functionality in one system.”

    Derrick Elledge, VP of Operations
    Power Storage Solutions

  • Safety Management Group Field Services

    “Acumatica’s full-function mobile app was also attractive; it would give the remote field service team working from 37 states much better access to a single source of truth and give managers greater visibility and the tools necessary to manage their projects.”

    Rebecca Ogle, CFO
    Safety Management Group