Acumatica CRM


The Acumatica CRM is fully integrated with the other packages. Customer management uses dashboards and reports to provide real-time data on all customer activities: quotes, orders, invoices, payments, and cases of assistance or service calls. A self-service customer portal allows customers to access the information they need.

Benefits of Acumatica CRM

Empower your clients

Give clients access to financial and case information of their choice through their Customer Self-Service Portal.

Team approach to sales and service

Share information to build an effective team approach to customer management. Unlimited user pricing removes any impediment to full participation in automated workflow processes that foster collaboration.

Improves customer service

Respond quickly to customer requests at any point in the sales cycle, from first contact through sales and fulfillment, billing, and after-sales service requests.

360 degree view

Get a complete view of your business with integrated finance, marketing, sales and service. Learn which customers are profitable and which are not.

Account automation

Provide a complete view of opportunities and contacts so that your team is aware of all the experiences that may influence the sales decision. Improve efficiency with workflow-assisted lead allocation and sales process management.

Integrated Marketing

Manage leads, improve conversions, measure campaign performance, communicate with contacts, and improve productivity. Marketing teams can capture leads from web forms, purchased lists, advertisements, direct mail, events, and other sources; send branded email offers. Track the best channels for qualified leads.

Service and Support Automation

Reduce response times, improve customer satisfaction, reduce support costs, and improve billing accuracy. Create a case from captured web form queries or manual entries. Assign cases, scale according to your established policies. Ensure accurate billing through the integration of the financial module.

Client management suite features

    • Sales automation

    • Integrated Marketing

    • Service and support automation

Customer portal features

            • Financial Summary

            • Knowledge base
            • Sharing documents

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