Customer Management

The Customer Management Suite includes web-based customer relationship management (CRM) applications for managing leads, contacts, opportunities, and customer accounts.

Why Choose Acumatica Customer Management?

#1 ERP and CRM that work together. Customer Management (also called Customer Relationship Management) was built into Acumatica from the very beginning. It is not a loosely integrated module like so many other midmarket ERP products. From marketing, quoting, and sales to delivery and post-sales support, customer information is always up to date and accurate.

#2 Integrated content management. Acumatica provides a consolidated view of all customer records in a single database. This access to all written quotes, invoices, and support cases provides to every member of your team a 360-degree view of all customer activities and records.

# 3 Visibility. Dashboards and reports provide real-time sales data to help your team manage forecasts, quotas, and results. Efficiently communicate and collaborate with customers through the Acumatica Customer Portal. Helpful tools give customers access to information about their interaction with your company and enable activities online.

The Benefits of Acumatica Customer Management

  • 360-degree view

    Gain a complete view of your business with integrated financials, marketing, sales and service. Learn which customers are profitable and which are not.

  • Empower your customers

    Give customers access to the financial and case information you choose through your Customer Self-service Portal.

  • Team approach to sales and service

    Share information to build an effective team approach to customer management. Unlimited user pricing removes any impediment to full participation in automated workflow processes that encourage collaboration.

  • Improve Customer Service

    Respond rapidly to customers’ requests at any point in the sales cycle – from first contact, through sales and fulfillment, billing, and after-sale service requests.

  • 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 and contacts right from your Inbox; create opportunities and cases associated with existing contacts; and log activity and attach e-mail contents to CRM.

Customer Management Applications

  • Reporting and Dashboards

    Accelerate decision making with reporting tools that deliver customized views of your business overall and focused views of departments and functions.

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    Sales Automation

    Provide a complete view of opportunities and contacts to make your team aware of all experiences that may influence the sales decision. Improve efficiency with workflow-assisted lead assignment and sales process management.

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  • Business Intelligence

    Deliver a 360 degree view of customer activities and information with full drill-down to everyone in your organization to better serve the customer.

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    Integrated Marketing

    Manage leads, improve conversions, measure campaign performance, communicate with contacts, and improve productivity. Marketing teams can capture leads from web forms, purchased lists, advertisements, direct mail, events, and other sources; send branded email offers. Track the best channels for qualified leads.

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  • Service and Support Automation

    Reduce response times, improve customer satisfaction, reduce support costs, and improve billing accuracy. Create a case from captured web form inquiries or manual entry. Assign cases, escalate per your set policies. Ensure accurate billing through financial module integration.

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    Customer Self-Service Portal

    Furnish 24/7 customer access to account information, creation of new support cases, and the latest case updates through the on-line self-service portal.

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