The Acumatica solution with
Customer Management Suite includes web-based customer
relationship management (CRM) applications for managing leads,
contacts, opportunities, and customer accounts.
#1 ERP and CRM
that work together. Customer Management (also called Customer
Relationship Management) was built into Acumatica from the very
beginning. It is not a loosely integrated module like so many
other midmarket ERP products. From marketing, quoting, and sales
to delivery and post-sales support, customer information is
always up to date and accurate.
#2 Integrated content management. Acumatica provides a
consolidated view of all customer records in a single database.
This access to all written quotes, invoices, and support cases
provides to every member of your team a 360-degree view of all
customer activities and records.
# 3 Visibility. Dashboards and reports provide real-time sales
data to help your team manage forecasts, quotas, and results.
Efficiently communicate and collaborate with customers through
the Acumatica Customer Portal. Helpful tools give customers
access to information about their interaction with your company
and enable activities online.