The Acumatica Customer Relationship Management suite (also known as Customer Management) is fully integrated and offers superior and accurate customer information. From marketing, leads and opportunities, quoting, sales, post-sales, and delivery, you are assured to have a seamless solution that gets the job done in a user-friendly manner.
The ability to access all customer information from a single database, will allow your team to have a 360 degree view of all customer activities. Get a seamless flow of information between your business accounts and contact forms, including different address information for your contacts.
With real-time sales data that is easily accessible from the Acumatica CRM suite reports and intuitive dashboards, you gain full visibility. The Acumatica Customer portal allows you to collaborate and communicate efficiently with your customers by allowing them their own access to create sales orders, request support, or view statements. This solution integrates with popular email marketing platforms such as Hubspot crm and popular sales tools such as Salesforce in order to simplify the process of filling up your sales pipeline. Acumatica also offers a native mobile app that gives you the flexibility of access to sales, marketing, and customer information from anywhere, at any time.
Know which customers are profitable or not with a full view of your business with integrated financials, marketing, sales and service.
The Acumatica Customer Portal gives customers access to financial and case information of your choice.
Enhance your team's efficacy through shared information. Without any limitations on the number of users, you can enjoy full participation in automated workflows that promote collaboration.
With Acumatica's best-in-class workflows, you can send responses to customer queries rapidly at any point in the sales cycle. Once a customer accepts an offer, a sales order and invoice can be created based on the quote
This add-in is compatible with incoming and outgoing emails. Search for existing leads, contacts and employees on the Customer Relationship Management Suite and enjoy one-click access to any existing contacts.
Acumatica ERP supports bi-directional real-time synchronization of data between Acumatica ERP and Salesforce CRM, allowing for simultaneous work in both systems.
Give your marketing team the upper hand with visual and real-time lead analysis and lead response time metrics
Leverage Google and Bing address services to quickly and efficiently look up company and contact addresses.
Give your sales reps and marketing team an added competitive advantage with best-in-class CRM technologies. This CRM system enables you to offer your customer base speedy customer support through that customer portal while further increasing your overall customer retention.
Use the knowledge base to offer your customers quick answers to FAQ and other information you wish to supply about your products and services. A solution that is integrated with the rest of your business processes is ideal for streamlining your organization’s business management.
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