Acumatica Customer Management

Acumatica Cloud ERP

Integrate sales, marketing, and customer service with your financials to close more sales and improve customer loyalty

The Acumatica Customer Management Suite delivers a customer relationship management (CRM) solution which automates your sales processes so you can respond faster to customers and partners or allow them to self-serve on-demand. Workflow and security allow you customize approvals to match your sales process while managing permissions for each screen object and customer account.

Customer Management Suite 

  • Sales automation
  • Marketing automation
  • Service and support automation
  • Analytics and forecasting

Customer Portal

  • Help customers help themselves
  • Financial overview
  • Knowledge base
  • Document sharing

 

Learn more with this Acumatica Customer Management Data Sheet

 

Learn More

 

Key Benefits

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Accessible From Anywhere

Access your CRM features from anywhere using any popular web-browser.

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More Easily Manage Your Customers

Respond rapidly to customers from the time they first enter your website, through the sales process, billing, and during customer service requests.

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Empower Your Customers Improve Profitability

An out-of-the box, self-service Customer Portal allows you to give customers access to the financial and case information you choose.

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Team Approach To Sales And Service

Collaboration features are easily shared by all to promote a team approach to customer management. Unlimited server pricing allows customers to involve everybody in automated workflow processes.

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