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


Key Benefits


Accessible From Anywhere

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


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.


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.


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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