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

Schedule a Demo of CRM Features

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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.

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Customer Testimonials

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

Having Acumatica Manufacturing Edition and Scanco integrated allows us to manage all our inventory from a single location. We can easily look it up in the system and have confidence that it’s accurate.
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Chad Threadwell
Vice President of Operations, FSC Lighting
We looked around for quite a while for what we wanted—an ERP that could integrate with a POS and our website and one that would only cost a couple hundred thousand. Everyone told us that it didn’t exist, that it would cost $5 million. ‘In your price range,’ they said, ‘there are no integrated systems.
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Bram Kleppner
CEO, Danforth Pewter
Acumatica gives me very timely information to make better business decisions. I have better information in terms of profitability by location, by customer and by product. Access to that data helps me target growth. We didn’t have that kind of data before.
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Glenn Pearson
Chief Financial Officer, R.A.S. Logistics

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OR CALL: 512-537-6529