360° Sales View for Acumatica

Stop Screen Jumping

Category:

Description

Make it easy for your sales team to sell. View and edit all client information in one place, instead of jumping from screen to screen.


  • Provides a single, holistic view of all customer transactions (sales invoices, sales orders, etc.).
  • Optimized to accelerate and automate the processing of sales orders:
    • Find customer and inventory history with a single click.
    • Create duplicate sales orders and make any required changes.
    • Recommend additional products and up-sell opportunities.
    • Quickly answer customer questions.
  • Provides instant sales analysis & profitability statistics to the sales team.
  • Save hours of time every week and eliminate data entry errors.

Pricing based on your Acumatica resource level
Download the Crestwood Add-on Product Pricing Guide