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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.

 

 

 

 

The LSI Group, LLC - 787 E State St  #115 Eagle, ID 83616    208.375.7272 - 800.275.0683 FAX 208.854.3696  - Boise Idaho office

Copyright 2017  LSI Group, LLC. All rights reserved. Information in this document is subject to change. 5000&width=180px&height=150px'>? ..