Streamline operations
Automate processes across sales, marketing, and support organizations to improve customer response times. Integration with financials provides a 360 degree view of customer profitability.
Promote teamwork
Acumatica provides web based access, role-based access security, and unlimited user licensing so internal and external users can participate in business processes. Workflow and task management ensure that sales, marketing, finance, auditors, partners, and executives work together according to your business process rules.
Improved sales and support
Both online and offline orders flow to all other modules so all customer interactions, documents, and transactions are available for online inquiries and reports. Sales people and customer service personnel will spend less time looking for documents because everything is linked to a single source of data.
Other CRM systems
Acumatica's CRM module can be purchased and installed as a stand-alone module or replaced with another CRM system. Integration with financial modules is done using standard interfaces with well documented APIs to allow for rapid integration with other CRM systems.
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Sales Automation
Improve sales conversion rates, forecasting, and productivity.
Marketing Automation
Maximize ROI for lead generation, campaigns, and brand management.
Service and Support
Reduce service and support costs while improving resolution times.
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