Solutions
Customer Relationship Management (CRM)
A Seamless CRM and ERP solution
Rapidly respond to customer requests, streamline the customer journey, and improve the overall customer experience with Acumatica’s CRM software. Capture all marketing, sales, billing, finance, and customer data in one solution, right at your fingertips.
- Get a 360° view of the entire business
- Provide a Customer Portal for self-service
- Rapidly respond to customers from anywhere, on any device
- Seamlessly integrate CRM software with Outlook, Salesforce + more
- Track performance and spend on one screen
- Leverage AI and ML to capture customer data and validate addresses
- Eliminate manual processes and human error
Acumatica CRM
Manage Leads, Contacts, Opportunities, & Customer Accounts.
360-Degree View
Insights at your fingertips
With Acumatica CRM, 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.
Efficiency & Automation
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. Track activities, delegate, and reassign tasks, and send alerts.
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. Create and manage events on one screen with the event side panel. Eliminate redundant records automatically. Leverage user-defined fields to create custom fields to search, find, and filter records. Automation associates emails with related sales, marketing, and support activities and tasks.
Powerful Integrations
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.
HubSpot Connector
Acumatica’s HubSpot Connector enables you to create, launch, and manage integrated marketing campaigns in a future-proof centralized platform. You can synchronize contacts, transfer campaign results, and initiate follow-up sales calls—automatically.
CRM Functionality
Reporting and Dashboards
Accelerate decision-making with reporting tools that deliver customized views of your business overall and focused views of departments and functions.
Sales Automation
Get a full view of opportunities and contacts. Gain efficiency with a workflow-assisted lead assignment and sales management. Automatically link sales orders to quotes and opportunities.
Business Intelligence
Deliver a 360-degree view of customer activities and information with drill-down capabilities, so neveryone in your organization can better serve the customer.
Integrated Marketing
Manage leads, improve conversions, measure campaigns, communicate with contacts, and more. Capture leads from web forms, lists, and events. Send branded emails. Track the best channels for qualified leads.
Service and Support Automation
Reduce response times and support costs, Create a case from captured web forms or manual entry. Assign and escalate cases per policies. Ensure accurate billing with integrated financials. Extend case management to employees for service requests.
Customer Self-Service Portal
Furnish 24/7 customer access to account information, support cases, and the latest updates through the online self-service portal.
Integrated Document Management
Manage a central repository of customer collateral, email templates, price lists, contract templates, pictures, videos, and other documents.
Integrated Financials
Link campaign response rates and sales performance to profitability. Automatically integrate CRM with billing and finances. Support multiple base currencies in one tenant.
Lead Management
Assign leads to sales or partners according to customized criteria and data. Automatically generate lists based on user-defined criteria, like purchase history, to support custom campaigns.
Account and Contact Management
Use AI with machine learning to capture business card contacts via mobile image recognition. Convert leads into accounts. Link contacts to activities, tasks, opportunities, cases, and documents.
Email Management
Create emails with predefined, branded templates for rapid distribution. Automatically attach incoming and outgoing emails to CRM activities.
Data Management
Configure duplicate check rules for contacts and leads. Leverage Google and Bing address services to look up company and contact addresses.
Quick Access to Important Activities
Pin activities for quick access and tracking. Use configurable side panels to automatically display related data for accounts, contacts, opportunities, orders, and support cases without navigating away.
Integrate Sales and Marketing
Generate More Leads, Close More Sales
Acumatica Customer Management delivers customer relationship management (CRM) applications for managing leads, contacts, opportunities, and customer accounts.
Optimize Sales and Marketing
- Get an ERP and CRM that work together. From marketing and sales to delivery and post-sales support, customer information stays up-to-date and accurate. Track client interactions, complaints, purchases, and more.
- Gain visibility. Get up-to-date sales and marketing data on real-time reports and dashboards that help manage forecasts, quotas, and results.
- Be proactive. Reduce response times and improve satisfaction. Anticipate customer problems. Identify upsell opportunities. Automate reminders for callbacks, follow-ups, and requests.
- Increase sales and marketing efficiency. Streamline lead management and sales processes with automated, integrated workflows. Create emails for automatic distribution on pre-defined, branded templates. Prevent delays by automatically tracking activities, delegating and reassigning tasks, and sending automated alerts. Leverage user-defined fields to search and filter records. Get consistent naming conventions. Create and manage events on one screen with side panels. Streamline fulfillment by linking orders and quotes to opportunities.
- Track marketing effectiveness. Use marketing automation tools to manage leads, improve conversions, measure campaign performance, communicate with contacts, and link campaigns to profitability
