Why Choose Acumatica Customer Relationship Management (CRM)
The Acumatica Customer Management (CRM) suite delivers a streamlined experience that improves your client involvement. Access the latest in sales and marketing automation to manage lead tracking, sales pipelines and customer service within a single cloud-based software system.
The suite includes sales and marketing automation, and service/support automation for managing leads, campaigns, lists, contacts, opportunities, and business accounts through a centralized system with advanced analytics, forecasting and reporting. Quickly draw up the right information at the right moment with 1-button click. Always keep your sales department up to date with data integrated directly into your ERP.
Gain a 360-Degree View
Empower your customers
Team approach to sales and service
Improve Customer Service
CRM Add-In for Microsoft Outlook
Real-time synchronization with Salesforce
Track Campaign Expenses
Quick access to important activities
Enhance the flow of information with Acumatica’s Sales Automation. Reduce sales cycles and increase close rates and watch as your numbers improve. Sales automation can provide your sales team with a complete overview of opportunities, contacs, along with all activity that may influence the sales outcome.
Improve collaboration between sales, marketing, and support with Acumatica’s Integrated Marketing solution. Manage leads, improve conversions, measure performance, communicate with contacts, and improve productivity. Track the best channels for qualified leads.
Sales and Support Automation
Deliver a team-oriented approach to customer support and increased sales with Acumatica’s Service and Support Automation. Reduce response times, lower support costs, improve customer satisfaction, and accuratly bill transactions through financial module integration.