Customer Management Suite

The Acumatica Customer Management Suite delivers a customer relationship management (CRM) solution which automates your sales processes so you can respond faster to customers and partners or allow them to self-serve on-demand. Workflow and security allow you customize approvals to match your sales process while managing permissions for each screen object and customer account.

Integrate sales, marketing, and customer service with your financials to close more sales and improve customer loyalty, and utilize a self-service Customer Portal to provides easy access to often-requested information.

Suite includes:

Sales Automation

Sales tools increase sales efficiency and close rates, while reducing sales cycles. Improved information flow gives sales teams awareness of all activities influencing their customers.

Lead assignment and workflow help manage and improve the efficiency of sales processes.

Marketing Automation

Marketing tools manage leads, improve conversions, measure campaign performance, communicate with contacts, and improve productivity.

Reports link campaigns to profitability.

Service & Support Automation

Service management tools reduce response times and support costs, improve customer satisfaction, and accurately bill transactions.

Assign and escalate support cases according to workflow policies. Bill cases according to client support contracts.

Analytics & Forecasting

A complete set of reporting tools improve forecasting and information flow, and reduce deviation from targets.

Customize reports and dashboards to provide real-time performance indicators.

Take Control of your Business with Acumatica

Customer Managment PDF