What is CRM Software?

Customer Relationship Management (CRM) Software aids businesses of all sizes—and in all industries—in effective management of their customers’ journeys, from lead to deal to support. As a potent customer service tool, CRM Software empowers businesses to provide outstanding customer service by storing accurate and updated contact, opportunity, customer account, and customer case data in one, organized system, giving team members the relevant information they need, when they need it.

What is CRM Software in an ERP solution?

On its own, CRM Software is a powerful, modern application that helps businesses identify leads, detect issues, automate tasks, and much more. But CRM Software integrated within an Enterprise Resource Planning (ERP) solution takes it to the next level, enabling businesses to strengthen customer relationships as well as increase efficiencies by joining all marketing, sales, billing, and finance information into a single database, which is accessible through a single interface. Additionally, CRM-ERP solutions often provide a self-service Customer Portal, allowing customers unlimited access to their contract, financial statement, and support case information, giving customers the ability to perform account-related activities online at any time and from anywhere.

What are the benefits of an integrated CRM-ERP solution?

An integrated CRM-ERP solution offers businesses one version of the truth with synchronized, real-time information across departments. As leads turn into opportunities, customer details and interactions are recorded in the CRM and shared immediately with the ERP solution. When sales team members create quotes, the ERP solution processes the orders and invoices. And when a customer case is opened, support knows when the issue occurred, what the issue is, and how to proceed. With an integrated solution, businesses can streamline lead management and events, link sales orders and quotes to opportunities automatically, use email templates, determine campaign response rates and sales performance, optimize contact management, utilize reporting and dashboards, and prioritize and respond quickly to customer requests.

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Product

Customer Relationship Management (CRM)

Unify sales, marketing, and customer support in one powerful platform. Acumatica CRM software delivers real-time customer insights, automated workflows, and embedded connections with Acumatica Cloud ERP to accelerate revenue growth and enhance customer experiences.

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Empower your teams with complete customer visibility

Transform how you engage customers throughout their entire journey. Acumatica CRM provides marketing, sales, and support teams with unified data access, intelligent automation, and embedded tools that eliminate silos and accelerate decision-making from first contact through ongoing support. Empower customers with self-service access to place B2B orders, view and pay invoices, and collaborate on support cases online.

Designed for flexibility

A modular suite of tools that grow and evolve with you

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Product highlights

Discover how Acumatica CRM arms growing businesses with tools to streamline customer engagement, automate sales processes, and deliver exceptional service across every touchpoint. Since it's an all-in-one solution, users can manage industry-specific ERP scenarios and data from inside CRM, including manufacturing estimates, field service tickets, construction or professional service project details, and more.

Marketing automation

Sales automation

Customer support cases

B2B customer portal

Marketing automation

Accelerate deals with intelligent lead management and opportunity tracking

Use integrated Marketing Automation to run targeted campaigns that increase lead quality and maximize ROI. Acumatica CRM enables marketing teams to create branded email campaigns via Microsoft Outlook, Exchange, or Gmail using customizable templates, segmented audiences with dynamic marketing lists, and campaign performance tracking through native SendGrid integration. Atomatically route leads to sales when qualified. Link campaign response rates directly to profitability metrics, measure conversion rates across channels, and optimize your marketing spend with real-time analytics that connect marketing activities to revenue outcomes. Take your marketing to the next level with the optional HubSpot Connector for advanced marketing automation.

Screenshot of Acumatica Marketing Automation

Sales automation

Accelerate deals with intelligent lead management and opportunity tracking

Streamline your entire sales cycle with automated lead assignment, workflow-driven opportunity management, and AI-powered insights. Acumatica CRM provides your sales team with complete visibility into every customer interaction, from initial contact through closed deals. Sales Automation workflows route leads to the right representatives based on custom criteria, while intelligent dashboards surface critical activities and next steps. Create quotes and sales orders directly from opportunities and track performance metrics in real time. Acumatica CRM equips reps and other users with full mobile access to customers, tasks, and sales workflows on both Android and iOS.

Customer support cases

Resolve issues faster with AI-powered case management

Deliver exceptional Customer Service and Support with intelligent case routing, automated workflows, and AI-driven insights. Acumatica CRM empowers support teams to quickly analyze customer interactions, identify sentiment patterns, and recommend next steps using artificial intelligence. Track case durations, manage service level agreements, and ensure accountability with automated escalation workflows. Pin critical activities to the top of case records for instant access, leverage the activity stream for complete interaction history, and provide customers with 24/7 access to case status through the self-service portal.

B2B customer portal

Enable self-service access to account information and support

Empower customers with 24/7 access to their account details, order history, and support cases through a secure, branded Customer Portal. Acumatica CRM provides customers with the ability to view invoices, make payments via Acumatica Payments, track shipments, and create new support cases without contacting your team. B2B customers can view your item catalog, stocking levels, and customer-specific pricing and promotions with the streamlined B2B storefront. Customers place online orders and access real‑time shipping updates and account information in one connected system. Further, the portal seamlessly connects with other Acumatica apps, ensuring customers always see accurate, real-time information about their accounts. Reduce support call volume, improve customer satisfaction, and free your team to focus on complex issues while customers handle routine inquiries independently through an intuitive, mobile-responsive interface.

Why Acumatica for CRM?

Manage marketing campaigns, nurture leads, convert opportunities, shorten sales cycles, and thrill customers with superior customer support and services.

A modern ERP business platform with embedded CRM

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Empower sales, marketing, and support with unlimited users

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Build your business on a foundation of trust

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CRM Overview

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Revenue Management

Inventory Management

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From our customers

"We have the tools and technology to go as far as we want. Acumatica has been instrumental in helping us create sales, marketing, and customer relationship processes"

David Salmon
Director of Information Services, ComCenter
"We have the tools and technology to go as far as we want. Acumatica has been instrumental in helping us create sales, marketing, and customer relationship processes."

Scott McCalla
Chief Strategy Officer, International Pipe & Supply, LLC
"We use the Acumatica Customer Management Suite religiously to track opportunities and leads, and what's going on with a contact, and we love that Acumatica integrates well with the Microsoft Office suite because we are also strong users of Excel, Power BI, and Outlook."

Patrick Madison
CFO, Korpack

Customer Relationship Management (CRM) knowledge center

Your toolkit to ignite pipeline growth, drive higher‑value deals, and create fiercely loyal customer relationships for life.

Integrations

Resources

CRM ROI calculator

Marketplace solutions for dashboards, reporting, and business intelligence

Marketplace solutions for Customer Relationship Management (CRM)

Extend your CRM capabilities with powerful integrations including electronic signature solutions for faster deal closures, communication platform integration for seamless email and phone call management, and engagement tracking tools that monitor customer interactions. Connect Acumatica CRM software with HubSpot to synchronize contacts, transfer campaign results, and automate follow-up activities across your marketing and sales teams.

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Resources

Explore resources on sales pipeline management, customer engagement, lead tracking, contact management, and CRM best practices to optimize every stage of the customer lifecycle.

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ERP ROI calculator

See how Acumatica’s Customer Management module drives customer retention, revenue growth, and stronger relationships across your business.

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Building the future of business, together.

Acumatica's all-in-one ERP and CRM solution can make your life easier and help your business grow faster by removing hurdles with real-time insights for strategic business decisions.

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