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.
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.
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