Acumatica Customer Management

Acumatica Customer Management

The Customer Management Suite includes Web-based customer relationship management (CRM) applications for managing Leads, Opportunities, and Customer Accounts

  • 360 -degree customer account view with integrated financials, marketing, sales and service
  • Empower Customers by giving them access to financial and case information through Customer Self-service Portal
  • Share information to build an effective team approach to customer management
  • Improve Customer Service by responding quickly to customers’ request at any point in the sales cycle
  • Microsoft Outlook Add-in works with incoming and outgoing email in Outlook
  • Real-time Synchronization with Salesforce supports bi-directional synchronization of data between Acumatica ERP  and Salesforce CRM
  • Track Campaign Expenses and Revenue related to Marketing utilizing Acumatica Project Accounting

Customer Management Applications

Sales Automation

Provide a complete view of opportunities and contacts to make your team aware of all experiences that may influence the sales decision. Improve efficiency with workflow-assisted lead assignment and sales process management.

Integrated Marketing

Manage leads, improve conversions, measure campaign performance, communicate with contacts, and improve productivity. Marketing teams can capture leads from web forms, purchased lists, advertisements, direct mail, events, and other sources; send branded email offers. Track the best channels for qualified leads.

Service & Support Automation

Reduce response times, improve customer satisfaction, reduce support costs, and improve billing accuracy. Create a case from captured web form inquiries or manual entry. Assign cases, escalate per your set policies. Ensure accurate billing through financial module integration.

Customer Self-Service Portal

Customer Portal allows Customers access to account information 24/7.  Allows your customers to create new support cases, and receive the latest case updates.  Give customers access to all historical documents, contracts, balances, due dates, payments received, and amount due.  Let your customers browse inventory and place orders, view status on shipping.