Customer Relationship Management

The Customer Management Suite provides a web-based customer relationship management (CRM) application for managing leads, contacts, opportunities, and business accounts.

Integrated financials and content management foster a team approach and deliver a single consolidated view of all customer contacts. Dashboards and reports provide real-time sales data to accurately manage forecasts, quotas, and results.

The Customer Management Suite provides a solution to efficiently work and communicate with customers with the introduction of the Acumatica Customer Portal (New! in 4.1). New tools specifically designed for customers to see all the relevant information about their interaction and perform relevant activities online.

View Overview Data Sheet

New! in 4.1 - Advanced Column and Parametric Filtering

In just a few clicks, easily narrow and find the data you are looking for using column filters within the browser. Filter on multiple attribute matches at the same time. No data exporting required.

New! in 4.1 - Record Identifier Change Support for Items, Customers, and Vendors

Have customers or vendors who need to change their business name, or users creating incorrect IDs? Now you can change the identifier records with a few clicks and all the historical data stays with the new identifier.

Usability Tips

New! in 4.1 - Customer Portal Features

Help Customers Help Themselves

24 hours a day, 7 days a week, your customers can access account information, create new support cases, and retrieve the latest case updates—all without picking up the phone or sending an email.

Financial Overview

Give customers the ability to see all historical documents, balances, due dates, payments received and amount due within the Customer Portal. Customers can also update address, contact and user access details.

Knowledge Base

Allow customers to search for answers to their questions 24/7. This also helps knowledge transfer, allowing more customer self-service and generating fewer support calls.

Document Sharing

Provides a secure location to share documents with customers, such as marketing material, educational material, company policies and FAQs, without needing to build a separate web page.

Customer Management Suite Features

Sales Automation

Acumatica provides sales tools which improve information flow, reduce sales cycles, increase close rates, and improve sales efficiency. Sales teams are provided with a complete view of opportunities, and contacts so they are aware of all activities which influence the sales decision. Lead assignment and workflow help manage sales processes to improve efficiency.

Marketing Automation

Acumatica provides marketing tools to manage leads, improve conversions, measure campaign performance, communicate with contacts, and improve productivity. Marketing teams can capture leads from web forms, purchased lists, advertisements, direct mai, events, and other sources. Captured leads can receive branded email offers. Lead reports help you track the best channels for obtaining qualified leads.

New! in 4.1 - Improved lead inquiry with address detail information let users find data more quickly and export the information more easily without extra work in Excel or other external applications. Capture City/State/Country/Zip to facilitate geographic analysis.

Service and Support Automation

Acumatica provides service management tools to reduce response times, improve customer satisfaction, reduce support costs, and accurately bill transactions. Support personnel can capture inquiries from web forms or enter them manually to create a case. Once created, cases are assigned and escalated according to policies that you set. Integration with financial modules ensures that cases are billed according to client support contracts.

New! in 4.1 - View Case Activity by Conversations lets users quickly refer to and answer any activity related to each case. Save time when reviewing notes for a particular thread. Save threads for all conversations.

New! in 4.1 - "Take Case Shortcut" keeps customers happy by helping close more cases in a single day. A support person can now self-assign a case instantaneously with a single button, speeding up time to resolve issues and answer questions.