Sales Automation
Give sales teams greater visibility and control over leads, opportunities and quotations and improve confidence in sales forecasting.
CUSTOMER RELATIONSHIP MANAGEMENT
Customer Relationship Management
Manage leads, opportunities, customer information and activities in one connected cloud ERP platform.
CONNECTED CUSTOMER MANAGEMENT
Build Stronger Customer Relationships from One Connected Platform
Acumatica Customer Management brings leads, opportunities, contacts and customer activities together so sales and service teams can work with consistent, real-time information.
By connecting customer-facing processes with financial, distribution and project information, organisations can improve collaboration, respond faster and gain a more complete view of each customer.
SOLUTION FEATURES
Customer Management Capabilities
Support sales, customer service and relationship management with connected information and cloud access.
Mobile Applications
Allow teams to update sales activity from mobile devices and use automated assignment and approval workflows.
Integrated Marketing
Improve lead conversion and communication with contacts so marketing investment can be used more effectively.
Customer-Service Automation
Improve response time, reduce support cost and increase customer satisfaction. Cases submitted through the website can be routed automatically while maintaining a full service history.
Customer Portal
Provide a communication channel where customers can review contracts, orders, invoices and statements and place orders with requested dates and quantities.
SEE IT IN ACTION