Connect Your Contacts & Customer Data in One Place

What is CRM? Customer Relationship Management software, at its simplest definition, allows businesses to manage business relationships and the data and information associated with them.

With CRM software, you can store customer and prospect contact information, accounts, leads, and sales opportunities in one central location, ideally in the cloud so the information is accessible by many, in real time. All sizes of businesses can benefit from using a CRM solution, and the software provider you choose largely focuses on the specific needs and goals of your company.

CRM

Why CRM Software Helps Your Business

Tracking

From administration, to sales, marketing and accounting, your CRM is your source of truth. No more finding links to docs or controlling versions, as a CRM serves as the place for everything and everyone.

better service

The CRM you choose will integrate with various channels, giving your contacts the choice of medium in contacting you, and a better experience overall.

Ready to Grow

As your business grows, so does your CRM. With robust features out of the box and available in the future, scaling fast is a CRM software’s speciality.

Accessibility

Using powerful cloud-based client relationship management software let’s you see your business anytime, on almost any device.

Available CRM Software

Sage Logo

From Sales, Marketing and Service modules to fully integrated CRM, we help extend the power of your Sage Business Management Solution right across your business, giving you end-to-end visibility and data you can trust so that you can make informed business decisions based on accurate information at all times.

Cloud ERP

The Acumatica Customer Management Suite includes web-based customer relationship management (CRM) applications for managing leads, contacts, opportunities, and customer accounts. From marketing, quoting, and sales to delivery and post-sales support, customer information is always up to date and accurate.

Microsoft Dynamics

Dynamics 365 delivers the full spectrum of CRM through five individual apps— Sales, Customer Service, Field Service, Project Service Automation, and Marketing —that work seamlessly together. So you can buy just what your business needs now, and add others as those needs grow.

Browse Cloud ERP Business Software: Accounting, CRM, HR & More

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Acumatica Lunch and Learn Irvine, CA
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