Gain a complete view of your business with integrated financials, marketing, sales and service. Learn which customers are profitable and which are not.
Empower your customers
Give customers access to the financial and case information you choose through your Customer Self-service Portal.
Team approach to sales and service
Share information to build an effective team approach to customer management. Unlimited user pricing removes any impediment to full participation in automated workflow processes that encourage collaboration.
Improve 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.
Create multiple quotes for a single opportunity. Once the customer accepts an offer, a sales order and invoice can be created based on the quote.
CRM Add-In for Microsoft Outlook
The 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 and contacts right from your Inbox; create opportunities and cases associated with existing contacts; and log activity and attach e-mail contents to CRM.
Real-time Synchronization with Salesforce
Acumatica ERP supports bi-directional real-time synchronization of data between Acumatica ERP and Salesforce CRM, allowing for simultaneous work in both systems.
Users can choose to export the following entities to Salesforce by predefined scenarios: Leads, contacts, business accounts, opportunities, stock and non-stock items, and sales prices.
Track Campaign Expenses
Track expenses and revenue related to a marketing campaign (requires the Acumatica Project Accounting module).