Customer Management

Acumatica Customer Management

The Acumatica CRM, Customer Management Suite includes web-based customer relationship management applications for managing leads, contacts, opportunities, and customer accounts.



Acumatica CRM


Reporting and Dashboards

Accelerate decision making with reporting tools that deliver customized views of your business overall and focused views of departments and functions.

Sales Automation

Provide a complete view of opportunities and contacts to make your team aware of all experiences that may influence the sales decision. Improve efficiency with workflow-assisted lead assignment and sales process management.

Business Intelligence

Deliver a complete view of customer activities and information with full drill-down to everyone in your organization to better serve the customer.ial module integration.

Integrated Marketing

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 mail, events, and other sources; send branded email offers. Track the best channels for qualified leads.

Service and Support Automation

Reduce response times, improve customer satisfaction, reduce support costs, and improve billing accuracy. Create a case from captured web form inquiries or manual entry. Assign cases, escalate per your set policies. Ensure accurate billing through financial module integration.