CRM

Empower your sales, service, and marketing teams with real-time visibility, seamless processes, and business insights at their fingertips—so they can wow customers and deliver results.

A seamless CRM and ERP solution

Customer Management was built into Acumatica from the beginning, and our Customer Management Suite includes web-based CRM applications for managing leads, contacts, opportunities, and customer accounts.

Insights at your fingertips

Get an integrated view of financials, marketing, sales, and service. See real-time lead analysis to learn which customers are most profitable, or view lead response time metrics to guide marketing personnel.

Stay on top of campaign expenses

Track expenses and revenue related to a marketing campaign with the Acumatica Project Accounting module.

Responsive service

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

AI-powered automation

Use artificial intelligence with machine learning to capture business card contacts using mobile image recognition. Lookup and validate addresses using Google and Bing address services.

Eliminate manual processes

Easily update quotes or create multiple quotes for a single opportunity, and automatically generate sales orders and invoices based on the quote.