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Customer Managment

Integrate Sales, Marketing, And Customer Service With Your Financials To Generate More Leads, Close More Sales, And Improve Customer Loyalty

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Finally, get an ERP and CRM that work together! From marketing and sales to delivery and post-sales support, customer information is always up to date and accurate. Track customer interactions, complaints, purchases, and more.

Leverage integrated content management. Acumatica Customer Management provides a consolidated view of all customer records in a single database. Access to all written quotes, invoices, and support cases gives every member of your team a 360-degree view of customer interactions and records.

Gain visibility. Dashboards and reports provide real-time sales data to help your team manage forecasts, quotas, and results.

Be proactive. Service management tools reduce response times and improve customer satisfaction. Anticipate customer problems before they occur. Identify upsell opportunities. Automate reminders for callbacks, follow-ups, and requests.

Increase sales efficiency. Reduce sales cycles while improving close rates. Sales automation and workflows streamline lead assignment and sales processes.

Track marketing effectiveness. Acumatica’s marketing automation tools help you manage leads, improve conversions, measure campaign performance, communicate with contacts, and link campaigns to profitability.


Provide better customer self-service. Give customers access to the information they need about all their interactions with your company and enable customer activities online. Customers can track orders, manage support cases, and check balances due and payments received.
Share information. Provide customers with 24/7 access to important content, including marketing and educational materials, user guides, and FAQ.
Foster true team collaboration. Unlimited server pricing allows you to involve everybody in automated workflow processes to promote a team approach to customer management.


Reporting and Dashboards
Accelerate decision making with reporting tools that deliver customized views of your business overall and focused views of departments and functions.

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.

Business Intelligence
Deliver a 360-degree view of customer activities and information with full drill-down so everyone in your organization can better serve the customer.

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

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

Customer Self-Service Portal
Furnish 24/7 customer access to account information, support cases, and latest updates through the online self-service portal.

Integrated Document Management
Manage a central repository of customer collateral, email templates, price lists, contract templates, pictures, videos, and other documents so your entire company can use the same set of current materials.

Integrated Financials
Link campaign response rates and sales performance to overall profitability. Acumatica Customer Management is integrated with your billing and financial data.

Lead and List Management
Assign leads to sales or partners according to customized criteria and data.

Account and Contact Management
View leads that can be converted into business accounts and linked to contacts, activities, tasks, opportunities, cases, and documents.

Email Management
Use email templates to send professional-looking emails to prospects and customers that are consistent with brand guidelines. Automatically attach incoming and outgoing emails to various CRM features.