Acumatica Cloud ERP

ERP and CRM that work together

The customer management suite was built into Acumatica from the very beginning integrating sales and customer service with your financials.  It provides your team with tools to better manage leads, contacts, opportunities, and customer accountings improving customer service and satisfaction.

Acumatica Customer Management Data Sheet

Why Choose Acumatica for Customer Management?

Acumatica’s web-based customer relationship management dashboards and reports provide real-time data that accelerates and improves decision making for your overall business as well as individual departments.  It allows you to better manage leads, improve conversions, reduce response times, support costs and increase billing accuracy.

Acumatica Customer Management

Key Benefits of the Customer Management Suite

Learn which customers are most profitable, respond quickly to customer requests at every point in the sales cycle, and create new opportunities with existing contacts.

Customer Management Features & Capabilities

Reporting and Dashboards
Sales Automation
Business Intelligence
Integrated Marketing
Service and Support Automation
Integrated Document Management
Integrated Financials
Lead and List Management
Account and Contact Management
Email Management