Acumatica ERP – Customer Relationship Management

Acumatica, customer management software (also referred to as customer relationship management), is a powerful addition to an ERP system. What can your business do when you integrate sales, marketing, and customer service with your financials to close more deals and improve customer loyalty. Acumatica ERP delivers a customer relationship management (CRM) solution which automates your sales processes so you can respond faster to customers and partners or allow them to self-serve on-demand. Getting a real-time view of your customers and vendors is a benefit to any management team.

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Key Customer Management Applications

Service & Support

Respond to and track customer requests at any point in the sales cycle. From first contact to fulfillment and billing to post sale support requests. Get support information out of the inbox and into your ERP system so anyone who takes the call can help.

Sales Automation

Improve efficiency and accountability with lead assignment and sales process management.  Don’t miss sales with a complete view of all experiences that may influence the sales decisions of leads, opportunities and current customers.


Integrated Marketing

Track the best channels for qualified leads when you can measure campaigns, improve conversions and streamline the hand-off of leads from marketing to sales.

Customer Portal

Give your customers access to account information 24/7. Give them the tools to create new support cases, track updates and access to their invoices, statements and passed payments to make sure their accounts are up-to-date.

CRM to Outlook Integration

Get your vital customer communication out of your inbox and into your Customer management and ERP system for better tracking. Create business accounts and contacts directly from Outlook, then track communication in their account so crucial account information is easily accessible.