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Acumatica Customer Relationship Management (CRM)

Empower sales, service, and marketing teams with real-time visibility, seamless processes, and business insights at their fingertips—so they can wow customers and deliver results with Acumatica Customer Relationship Management.

Acumatica Customer Relationship Management

A seamless CRM and ERP solution

Customer Management was built into Acumatica from the beginning, and the Customer Management Suite includes web-based CRM applications for managing leads, contacts, opportunities, and customer accounts.

Create service orders from CRM cases, manage project sales with CRM opportunities, see contracts in customer accounts, and convert prospects into customers, vendors, and other record types in the system.

Acumatica provides a consolidated view of all customer records in a single database, so every member of your team has a 360-degree view of all customer activities and records, and management has real-time insight into performance.

Reporting, Dashboards, and Data Analysis Toolkit

Key Benefits of
Acumatica Customer Relationship Management

Powerful Integrations

CRM add-In for Microsoft Outlook: The Acumatica add-in works with incoming and outgoing email in Outlook. It searches for existing leads, contacts, and employees in CRM and then allows 1-click access to an existing contact. Create new leads, contacts, opportunities, or cases right from the Inbox. .

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.

HubSpot Connector : Acumatica’s HubSpot Connector enables creating, launching, and managing integrated marketing campaigns in a future-proof centralized platform. Synchronize contacts, transfer campaign results, and initiate follow-up sales calls—automatically.

360-Degree View

Insights at your fingertips: Get an integrated view of financials, marketing, sales, and service. See real-time lead analysis to learn which customers are most profitable, or view lead response time metrics to guide marketing personnel.

Stay on top of campaign expenses : Track expenses and revenue related to a marketing campaign with the Acumatica Project Accounting module.

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.

Efficiency & Automation

Responsive service: Respond rapidly to customers’ requests at any point in the sales cycle – from first contact, through sales and fulfillment, billing, and after-sales service requests. .

AI-powered automation : Use artificial intelligence with machine learning to capture business card contacts using mobile image recognition. Lookup and validate addresses using Google and Bing address services.

Eliminate manual processes : Easily update quotes or create multiple quotes for a single opportunity, and automatically generate sales orders and invoices based on the quote. Create and manage events on one screen with the event side panel. Eliminate redundant records automatically. Leverage user-defined fields to create custom fields to search, find, and filter records.

Acumatica Customer
Relationship Management Resources

Acumatica Customer Management Brochure

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