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Acumatica CRM - Palladium Business Solutions | Acumatica
Acumatica Cloud ERP Award-Winning African distributor
ERP, Accounting Software, Business software, software distributor, CRM, distribution, manufacturing
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Customer Management

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

The Benefits of Acumatica 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 in automated workflow processes that encourage collaboration.

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. Create multiple quotes for a single opportunity. Once the customer accepts an offer, a sales order and invoice can be created based on the quote.

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. You can also create new leads and contacts right from your Inbox; create opportunities and cases associated with existing contacts; and log activity and attach e-mail contents to CRM.

Real-time Synchronization with Salesforce

Acumatica ERP supports bi-directional real-time synchronization of data between Acumatica ERP and Salesforce CRM, allowing for simultaneous work in both systems. Users can choose to export the following entities to Salesforce by predefined scenarios: Leads, contacts, business accounts, opportunities, stock and non-stock items, and sales prices.

Track Campaign Expenses

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

Lead Metrics

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

Address Enrichment via Google and Bing

Leverage Google and Bing address services to quickly and efficiently look up company and contact addresses.

Quick access to important activities

Pin important activities for cases, opportunities, and leads, such as emails, tasks, notes, or phone calls, to the top of the activities list so users can quickly access and keep track of them.

Customer Management Applications

  • Sales Automation

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

  • Integrated Marketing

    • You can manage leads, improve conversions, measure campaign performance, communicate with contacts, and improve productivity. Your marketing team can capture leads from multiple advertising and marketing sources and track the best channels for qualified leads.

  • Automation

    • 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.

  • Self-Service Portal

    • Create a customer portal where customers can easily access information including contracts, financial statements, support cases, and more. Allow customers 24/7 access to see all information about their interaction and perform account-related activities online.

Download the product sheet

Why you should choose Acumatica.

Acumatica is an integrated financial and business management solution that helps you run your business more effectively. From accounting to CRM, Acumatica is an Enterprise Resource Management (ERP) solution that provides a full view of your company in real-time.

Best of all, you are charged by the resources your company needs, not by the number of users that access the system (like other ERP vendors do). That means that everyone in your organization can be granted access to the information they need for their role without incurring any additional expense to your business.

Schedule a discovery session

Let our experts evaluate your requirements thoroughly and recommend the right modules, processes, and automation, as well as determine if Acumatica fits your needs.