Acumatica Cloud ERP
Customer Relationship Management (CRM) Software

Powerful enough for large complex organizations, scalable for smaller companies.


Customer relationship management (CRM) software 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 sales and improve customer loyalty. The Acumatica Customer Management Suite 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.

Get in touch to upgrade your system

Talk to the experts at Milestone about software that can improve the way you do business.

Great Features
Great Benefits

Streamline & Automate

Improve customer satisfaction with reduced response times, self-service customer web portal, and complete sales cycle tracking.

One Truth Reporting

Eliminate the confusion of reporting that doesn’t add up between departments.

Gain one truth visibility and control with a real-time view of your business activities and financial information.

Connect Internationally

CRM that is built into your ERP will give you a stronger view of your customers and your relationships with them.

From lead to opportunity to all the way to delivering your product, CRM fully integrated to your ERP will help you improve your customer support.

KEY TOOLS & FEATURES

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 handoff 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 CRM/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.

Contact Milestone

If you're ready to talk about the next steps for your business software journey call us to discuss your plans and goals. 

We want to help you reach them.

360-734-3387

info@milestoneis.com

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