Acumatica Cloud ERP System

Drive Sales and Boost Productivity with Acumatica CRM

Discover the benefits of our web-based CRM applications for managing leads, contacts, opportunities, and customer accounts.

Built into the Acumatica solution from the beginning, your ERP solution and customer relationship management (CRM) will work together, making sure customer information is always up to date and accurate. With real-time sales data, your team will be able to review results more efficiently and effectively.

Drive Sales and Boost Productivity with Acumatica CRM

The benefits of Acumatica Customer Management:

  • Manage leads and improve conversions.
  • Manage expenses and revenue related to a marketing campaign.
  • Provide a complete view of opportunities and results.
  • Improve  prospect’s experience by rapidly responding to customers’ requests at any point in the sales cycle.
  • Give customers access to case information.
  • Share information to build an effective team approach to customer management.
  • Assign cases, escalate per your set policies.
  • Gain a complete view of your business with integrated financials, marketing, sales and service.
  • CRM Add-In for Microsoft Outlook.
  • Synchronization with Salesforce.

Access the on-demand webinar now to learn more about Acumatica CRM.

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  • CRN Partner Program Guide