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.
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.