Rapidly respond to customer requests, streamline the customer journey, and improve the overall customer experience with Acumatica's CRM software. Capture all marketing, sales, billing, finance, and customer data in one solution, right at your fingertips.
Revolutionize your customer management with Acumatica CRM a cloud-based CRM solution. Tailored to refine customer relations, it empowers you to efficiently manage all customer interactions and data within a unified system. Streamline your CRM processes, from lead generation to long-term relationship building, using a single, accessible platform.
Elevate your customer engagement with Acumatica CRM, a cloud-based platform designed for adaptability. It integrates cutting-edge CRM technologies, offering deep insights into customer interactions, sales trends, and marketing effectiveness. This enables a more strategic approach to customer management and business growth.
Gain a comprehensive view of your customers with Acumatica CRM’s robust data analysis tools. Utilize features like contact management, lead tracking, and sales forecasting to understand customer needs better and tailor your services to meet these demands, driving increased customer satisfaction and loyalty.
Acumatica CRM, simplifies the complexity of customer relationship management. Its user-friendly interface and customizable dashboards provide real-time access to critical customer data, enhancing communication and enabling quick, informed decision-making across all levels of customer interaction.
Insights at your fingertipsWith Acumatica CRM, get an integrated view of financials, marketing, sales, and service. See real-time lead analysis to learn which customers are most profitable, or view lead response time metrics to guide marketing personnel. Stay on top of campaign expensesTrack expenses and revenue related to a marketing campaign with the Acumatica Project Accounting module. Quick access to important activitiesPin important activities for cases, opportunities, and leads, such as emails, tasks, notes, or phone calls, to the top of the activities list so users can quickly access and keep track of them. |  |
Responsive serviceRespond rapidly to customers’ requests at any point in the sales cycle – from first contact, through sales and fulfillment, billing, and after-sales service requests. Track activities, delegate, and reassign tasks, and send alerts. AI-powered automationUse artificial intelligence with machine learning to capture business card contacts using mobile image recognition. Lookup and validate addresses using Google and Bing address services. Eliminate manual processesEasily update quotes or create multiple quotes for a single opportunity, and automatically generate sales orders and invoices based on the quote. Create and manage events on one screen with the event side panel. Eliminate redundant records automatically. Leverage user-defined fields to create custom fields to search, find, and filter records. Automation associates emails with related sales, marketing, and support activities and tasks. |  |
CRM add-in for Microsoft OutlookThe Acumatica add-in works with incoming and outgoing email in Outlook. It searches for existing leads, contacts, and employees in CRM and then allows 1-click access to an existing contact. You can also create new leads, contacts, opportunities, or cases right from your Inbox. Real-time synchronization with SalesforceIf you’re used to working in Salesforce as the CRM system of record, no problem. Acumatica ERP supports bi-directional real-time synchronization of data between Acumatica ERP and Salesforce CRM, allowing for simultaneous work in both systems. HubSpot ConnectorAcumatica’s HubSpot Connector enables you to create, launch, and manage integrated marketing campaigns in a future-proof centralized platform. You can synchronize contacts, transfer campaign results, and initiate follow-up sales calls—automatically. |  |
Explore the diverse range of modules within Acumatica CRM, each meticulously designed to enhance different facets of customer relationship management. From advanced contact and lead management to innovative sales and marketing automation, each module works in unison to provide a comprehensive CRM experience. Dive into tailored functionalities like detailed analytics, campaign management, and personalized customer service tools, all seamlessly integrated to optimize your customer engagement and business growth strategies.
Deliver even greater value to customers by offering new ways for them to access information and perform key activities anytime.
Acumatica integrated marketing improves collaboration between sales, marketing, and support, while ensuring maximum ROI for each marketing dollar spent.
Integrate service and support activities with sales and marketing to deliver a team-oriented approach to customer support and increased sales.
Enhance information flow, reduce sales cycles, increase close rates, and improve sales efficiency.
Acumatica offers a cloud-based manufacturing management solution that is future-proof, enabling streamlined processes and providing valuable insights into manufacturing operations.
