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Where ERP Equals Your Competitive Advantage

CRM Suite

Powerful cloud software for CRMThe Customer Relationship Management (CRM) Suite provides efficient and effective interaction throughout the life cycle of customer engagement. This lifecycle includes: Marketing Automation (Find potential customers); Sales Automation (Customer acquisition); and Customer Service Automation (Maintain and service customer ongoing needs).

Why Choose Acumatica CRM

The Customer Management Suite is part of the Acumatica Cloud ERP Solution platform that includes web-based customer relationship management (CRM) applications that allow you to manage the complete life cycle of customer engagement. Acumatica’s Cloud ERP Solutions platform provides a seamless flow of information throughout the customer’s business cycle: Sell; Deliver and Collect.

Benefits of Acumatica’s Customer Management Suite for your Business:

360 – Degree view:

Increase and/or maintain market share; Deliver when/what you promised; and maximize profitability.

Team Approach to Sales and Service:

Collaborate with everybody: Your stakeholders including suppliers, your own team members and customers

Pamper Your Customers:

Pamper your customers: Access with mobile or other devices; secure communication pathways, and 24/7 availability:

Provide Actionable Information

All content is updated in real time; alerts are automatically provided based on select criteria.

Dashboards and Reporting for CRM

These advanced reporting tools deliver customized views of your important business metrics. Ready to see every day, these dashboards specific to each function are tremendously useful to increase productivity.

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Salesforce Automation and CRM

Easy to use for sales team to manage their sales quota to be effective to acquiring customers. They have complete view of their opportunities and all activities that are due daily and beyond. With workflow-assisted sales process management allows leadership to manage their goals and take corrective action sooner than later.

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Marketing Automation with CRM

Manage your marketing campaigns by having these 3 things clearly defined:

  1. Target Market
  2. What is the pain point this campaign is focusing on
  3. Why Acumatica Cloud CRM is the better solution beyond the status quo. The workflows involve managing leads, improve capture, measure campaign results, and improve productivity. Using Acumatica CRM marketing teams can capture leads from web forms, purchased lists, advertisements, direct mail, events, and other sources; send branded email offers.

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CRM to Improve Business Intelligence

Database has all the information needed for viewing important metrics. This BI capability comes with full drill-down available to your team members in your organization; to better serve the customer.

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Customer Service Automation

Acumatica CRM helps in reducing response times, improve customer satisfaction, reduce support costs, and improve billing accuracy. You can create a case from captured web form inquiries or by telephone and or email and make manual entries conveniently. Assign cases, escalate per your set policies. Ensure accurate billing through financial module integration.

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Self-Service Portal for Customers

Furnish 24/7 customer access to account information, creation of new support cases, and the latest case updates through the on-line self-service portal.

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If you have a small or mid-sized business, Acumatica cloud ERP Software can help you identify areas of potential improvement and drive growth. Built on the world’s best mobile and cloud technology and a unique customer focused licensing model, Acumatica ERP solutions deliver a comprehensive suite of fully integrated business management applications such as CRMDistributionFinancials, and Project Accounting – all powered by a robust and flexible platform.

ASC has offices throughout the US. Whether you are looking for Acumatica on the West Coast (San DiegoLos Angeles, Orange County, San Francisco, Las Vegas) or East Coast (Philadelphia) Advanced Solutions & Consulting Co. can help. If we don’t have a location in your city, we will happily travel to your facility to deploy your new cloud ERP software solutions.

Download our CRM Information Sheet


  • San Diego
  • Los Angeles
  • Orange County
  • San Francisco
  • Las Vegas
  • Philadelphia.
    • If we don't have a location in your city, we will happily travel to your facility.