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Customer Relationship Management (CRM)

Empower your 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.

How Customer Relationship Management can work for you

Customer Management was built into Acumatica from the beginning, and our 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.

Key benefits of CRM for your business

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.

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.

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. You can also create new leads, contacts, opportunities, or cases right from your Inbox.

Real-time synchronization with Salesforce

If you’re used to working in Salesforce as the CRM system of record, no problem. Acumatica ERP supports bi-directional real-time synchronization of data between Acumatica ERP and Salesforce CRM, allowing for simultaneous work in both systems.

Customer Management Applications

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

Integrated Marketing

Manage leads, improve conversions, measure campaign performance, communicate with contacts, and improve productivity. Marketing teams can capture leads from web forms, purchased lists, advertisements,

Service and Support Automation

Reduce response times, improve customer satisfaction, 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.

Customer Self-Service Portal

Furnish 24/7 customer access to account information, creation of new support cases, and the latest case updates through the on-line self-service portal.

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