Grow through excellent relationships

Your success as a services company depends on satisfied clients for repeat business and referrals. Automating sales, marketing, and service processes and integrating them with your financials helps you maintain customer satisfaction and employee productivity.

Acumatica’s integrated services industry ERP applications include:

  • Customer Management
  • Sales and Marketing Automation
  • Orders and Contract Management
  • Service and Support Automation
  • Mobile Field Service
  • Billing and Revenue Management

Key Features

  • Integrated document management
  • Field Service and Equipment Management
  • Account and Contact Management (360-degree view)
  • Single system for client lifecycle management
  • Lead and Opportunity Management
  • Vendor and Subcontractor Management
  • Flexible, user defined Sales Order (SO) Types
  • Sales Order and Purchasing integration
  • Flexible Discounts and Promotions
  • Deferred and Recurring Billing
  • Case Management
  • Campaign Management
Customer Management

Acumatica’s full-function ERP for customer satisfaction helps you manage leads, contacts, opportunities, cases, and business accounts. Integrated CRM and ERP accounting provide a consolidated view of all prospect and customer activities along with their financial implications in real-time and accessible to all authorized team members.

Drive growth across your organization with a comprehensive, cloud-based, field service ERP application. Exceed customer expectations with configurable contracts, equipment and warranty management, flexible appointment scheduling, and robust mobile applications.

Improve communications and engagement with customers and partners through the Acumatica Customer Portal. Customers enjoy 24/7 access to check job or project progress, see delivery schedules, create new support cases, update information, and even place orders for additional services.

Field Service with Equipment Management

Service-driven businesses, construction companies, distributors, and manufacturers use Acumatica Service Management and Equipment Management for installation and repair services.  Acumatica provides contract management, appointment scheduling, and equipment and warranty management

Remote field technicians can access service history, equipment detailsand customer information on any mobile device. Technicians can start jobs, use voice dictation for notes, capture images and electronic signatures, and use global positioning (GPS) navigation via the native mobile app. Expense receipts captured on mobile devices provide insight into appointments and project costs. Document management enables access to equipment manuals, work instructions, and other critical information. 

Sales and Marketing Automation

Integrated marketing and sales automation tools track, manage, and assign leads to sales teams with a complete view of opportunities, enabling your sales team to respond faster, reduce sales cycles, and increase close rates.

Orders and Contract Management

Define your unique company sales workflows in Acumatica for services and items using pre-packaged examples. Add additional order types with specific processing. The module supports flexible pricing and discounting policies.

Use Acumatica contracts to configure various combinations of terms and services and specify recurrent billing. Contracts can be defined for services delivered over a period of time and/or for service agreements for maintenance during a product’s warranty period. Service rates can be configured per incident, per hour, per specific service or prepaid.

Service and Support Automation

Acumatica service management provides tools to improve response times, increase customer satisfaction, reduce support costs, and accurately bill services.

With the content management solution, service and support teams can access all the documents and activities sent to customers including sales contracts, marketing offers, notes, emails, and other communications. Support teams can quickly trace the full history of customer interactions, promises, and feedback.

Service management is organized by “case”, the vehicle for tracking requirements, activities, time and materials, and related phone calls and emails. A case can be created from completed web forms or entered directly. Cases are assigned and escalated according to local policies. Integration with financial modules ensures that cases are billed according to client support contracts.

Billing and Revenue Management

The Acumatica Financial Suite facilitates incident (case) billing and recurring billing for improved cash flow, billing accuracy, and customer service. You can set up subscriptions, metered usage, on-demand, tiered services, one-time transactions, payments, and invoices across customers, accounts, districts, organization, channels and product lines.

The Deferred Revenue Management (DR) module automates and accurately accounts for revenue scheduled for future collection, as when a service is delivered over a period of time. Revenue is recognized for the service as rendered. Integration with other financial modules provides accurate accounting of both deferred revenues and deferred expenses.

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