Customer Relationship Management (CRM)

The Customer Management Suite includes web-based customer relationship management (CRM) applications for managing leads, contacts, opportunities, and customer accounts.

#1 ERP and CRM that work together. Customer Management  is built into Acumatica, It is not a loosely integrated module like many other mid-market ERP products. From marketing, quoting, and sales to delivery and post-sales support, customer information is always up to date and accurate.

#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.

# 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.

Key Benefits

360-degree view

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

Improve Customer Service

Respond quickly to customers’ requests at any point in the sales cycle. Create multiple quotes for a single opportunity. Once the customer accepts an offer, a sales order and invoice can be created based on the quote.

Track Campaign Expenses

Track expenses and revenue related to a marketing campaign (requires the Acumatica Project Accounting module).

CRM Add-In for Microsoft Outlook

The Acumatica add-in works with email in Outlook.In the CRM, it searches for existing leads, contacts, and employees and then allows 1-click access to an existing contact. You can also create new leads and contacts right from your Inbox; create opportunities and cases associated with existing contacts; and log activity and attach e-mail contents to CRM.

Quick access to important activities

Pin important activities for cases, opportunities, and leads, such as emails, tasks, notes, or phone calls, to the top of the activities list so users can quickly access and keep track of them.

Reporting, Dashboards, and Data Analysis Toolkit

Empower your customers

Give customers access to the financial and case information you choose through your Customer Self-service Portal.

Real-time Synchronization with Salesforce

Acumatica ERP supports bi-directional real-time synchronization of data between Acumatica ERP and Salesforce CRM, allowing for simultaneous work in both systems.

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 encourage collaboration.

Lead Metrics

Display lead analysis and lead response time metrics to provide valuable information for marketing personnel.

AI-Powered Automation

Use artificial intelligence with machine learning to capture business card contacts using mobile image recognition. Look-up and validate addresses using Google and Bing address services.

Customer Management Applications

Integrated Marketing

Improve conversions, manage leads, measure campaign performance, communicate with contacts, and more. Marketing teams can capture leads from advertisements, web forms, purchased lists, and other sources; send branded email offers. Track the best channels for qualified leads.

Sales Automation

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

Customer Self-Service Portal

Furnish 24/7 customer access to account information, creation of new support cases, and the latest case updates through the online self-service portal. The Acumatica Portals empower you to fully create a customer portal experience where customers are able to access all of their information.

Service and Support Automation

Improve customer satisfaction, reduce response times, reduce support costs, and improve billing accuracy. Create a case from captured web form inquiries or manual entry. Assign cases, escalate per your set policies. Ensure accurate billing through financial module integration.

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