CRM

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Overview

Acumatica Cloud ERP supports opportunities and customers with an integrated CRM focused on marketing, quoting, sales to delivery, post-sales support, and real time contact management and information.

Our CRM provides a single view of all customer records including quotes, invoices, and support cases to every member of your team.

Dashboards and reports provide real-time data to help you manage forecasts, quotas, and results. Helpful tools give customers access to information about their interaction with your company and enable activities online.

CRM Features of Acumatica Cloud ERP Include:

CRM
  • Customer service
  • Manage leads, contacts, opportunities, customer accounts
  • Contact, sales, billing, fulfillment support
  • Quoting, sales orders, invoices
  • Sales automation
  • Integrated marketing
  • Service and support automation
  • Customer self service portal
  • Real time integration with Salesforce
  • CRM add in for Microsoft Outlook

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Connect to Your Favorite Applications

With numerous complementary solutions that integrate with Acumatica already available, you can easily extend your solution to add specialized capabilities.

Vertex, Inc
Avalara
smartsheet
Adobe Sign

Customer Testimonials

Real customers with real results. Learn the benefits of Acumatica Cloud ERP

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Or Call: 346-261-1450