CRM and Case Management

The 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). This Cloud ERP Software is web-based and supports an organization by improving Sales ROI, Mobile & Productive, boosing Sales Productivity, Insight Driven, Fast & Easy Services: cloud applications, platform services, engineered systems.

Benefits of Acumatica for Customer Management

360-degree view

Gain a complete view of your business with integrated financials, marketing, sales and service. Learn which customers are profitable and which are not.

Empower your customers

Give customers access to the financial and case information you choose through your Customer Self-service Portal.

Team approach to sales and service

Share information to build an effective team approach to customer management. Unlimited user pricing removes any impediment to full participation.

Improve Customer Service

Respond rapidly to customers’ requests at any point in the sales cycle – from first contact, through sales and fulfillment, billing, and after-sale service requests.

CRM Add-In for Microsoft Outlook

The Acumatica add-in works with incoming and outgoing email in Outlook. It searches for existing leads, contacts, and employees in CRM and then allows 1-click access to an existing contact.

Real-time Synchronization with Salesforce

Acumatica ERP supports bi-directional real-time synchronization of data between Acumatica ERP and Salesforce CRM.

Track Campaign Expenses

Track expenses and revenue related to a marketing campaign (requires the Acumatica Project Accounting module).

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Important Lead Metrics and Analysis

Display lead analysis and lead response time metrics to provide valuable information for marketing personnel.

“Acumatica works perfectly. It handles project accounting, cash flow, project monitoring; but Acumatica is not just confined to project-based operations. Other departments like sales and marketing love it as well.”

–  Elizabeth Barratt, Manager, Ask Afrika

The ASC + Acumatica Difference

Advanced Solutions is an Acumatica MVP VAR because we deliver. Our team is both expert in applying optimized business processes to ERP and modern technologies – before, during, and after implementation. Learn more

Acumatica Developer MVP
Acumatica MVP

Customer Management Applications

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Sales Automation

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Integrated Marketing

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Service and Support Automation

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Customer Self-Service Portal

Get Started With Acumatica CRM

Don’t wait any longer. Visit the links below to learn more about how Acumatica can help your business, schedule a free consultation, or give us a call at (858) 755-9200.

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Learn why Acumatica is the fastest growing cloud ERP

Case Studies & Testimonials

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Free Consultation

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