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
Integrated financials and content management deliver a single consolidated view of all customer contacts. 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.
Benefits of Customer Management for your Business
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.
Customer Management Applications
Accelerate decision making with reporting tools that deliver customized views of your business overall and focused views of departments and functions.Learn more
Deliver a 360 degree view of customer activities and information with full drill-down to everyone in your organization to better serve the customer.Learn more
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.Learn more View Data Sheet
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.Learn more View Data Sheet