Acumatica Customer Management
Break down barriers between your company and its customers with a powerful, integrated customer relationship management solution built for the cloud.
Your Customers’ Journeys, Simplified
Getting someone from lead to opportunity to customer has never been considered an easy task.
With higher expectations than ever, potential customers are more willing than ever to distance themselves from your company if one minor hiccup occurs in the sales process. Today’s company needs to see the entire picture, understanding everything about the customer journey so they can create an experience that converts.
If you hope to grow your business or even stave off the ongoing threats that exist from competitors, you need to empower your marketing, sales, and support staff with a CRM solution designed to do so.
Acumatica customer management is designed to deliver functionality and usability, integrating across your organization to help you take control of the sales process—no matter how complicated that may be.
Acumatica Customer Management is not a loosely integrated module like so many other midmarket ERP products today. This product is built on. From marketing, quoting, and sales to delivery and post-sales support, customer information is always up to date and accurate.
Ready to learn more? Get an Acumatica Demo
Take Your CRM to the Cloud
Companies have come to know CRM as one of the most ‘cloud ready applications’ for a variety of reasons. From easy access to a single version of the truth, you gain the visibility you need.
A Complete View of Your Process
Gain a complete view of your business with integrated financials, marketing, sales and service. Know which customers are profitable and which are not with a couple clicks.
Connecting Your Team
Share information to build an effective team approach to customer management. With unlimited user pricing, anyone can get up and running without breaking the bank.
Improving Your Applications
The Acumatica add-in works with incoming and outgoing email in Outlook. Give your sales and support staff the information they need in the application they use most.
Enhancing Your Customer Service
Respond rapidly to customers’ requests at any point in the sales cycle – from first contact, through sales and fulfillment, billing, and after-sale service requests.
21 Top CRM Vendors Compared
Comparing different types of CRM technology? Nucleus Research report helps you compare leading vendors in terms of the usability and functionality of their sales, marketing, and service features.
Build a System Your Team Actually Wants to Use by Integrating Your CRM and ERP
Poor user experience is a bigger factor in enterprise level software failures today than in the past.
What Do You Get from Acumatica Customer Management?
Sales Automation
Deliver the information your salespeople need—when they need it most. Sales automation delivers a complete view of opportunities, contacts and all activities that influence the sales decision. Paired with account and contact management, easy document management and lead management, you can close faster and more easily than ever.
Integrated Marketing
Connect your sales and marketing teams and deliver alignment you never thought possible. Acumatica delivers an integrated marketing solution, tightly connected with financials and content management, to improve collaboration between sales, marketing, and support while ensuring maximum ROI for each marketing dollar spent.
Service and Support Automation
Keep your customers on board by delivering highest levels of customer service. By integrating your Acumatica customer management solution with the rest of your product, you can provide your support staff the information they need in real time. Reduce response times, improve customer satisfaction, lower support costs, and accurately bill transactions.