Customer Relationship Management

Acumatica CRM manages leads, contacts, opportunities and customer information while connecting customer-facing activity directly with ERP transactions and operational data.

Core Capabilities

• Sales Automation: manage leads, opportunities, quotations and sales forecasts.
• Mobile Access: update sales activity and complete assigned tasks while away from the office.
• Integrated Marketing: manage marketing activity and improve lead-to-opportunity conversion.
• Customer Service: track support cases, response activity and service history.
• Customer Portal: provide customers with access to relevant contracts, orders, invoices and account information.