The Customer Management Suite includes web-based customer relationship management (CRM) applications for managing leads, contacts, opportunities, and customer accounts.
#2 Integrated content management. View of all customer records in a single, consolidated database. This access to all written quotes, invoices, and support cases provides to every member of your team a complete picture of all customer activities and records.
Why You Should Have Acumatica Customer Management:
#1 ERP and CRM that work together. Customer Management is built into Acumatica, It is not a loosely integrated module like many other midmarket ERP products. From marketing, quoting, and sales to delivery and post-sales support, customer information is always up to date and accurate.
# 3 Visibility. Dashboards and reports provide real-time sales data to help your team manage forecasts, quotas, and results. Efficiently communicate and collaborate with customers through the Acumatica Customer Portal. Helpful tools give customers access to information about their interaction with your company and enable activities online.