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Cloud ERP: Customer Management Solution

This solution combines the power of our Customer Relationship Manager (CRM) platform with post-sales service and customer portals to enhance the entire customer experience.

Top 4 Benefits of the Customer Management Solution


1. The integrated power of ERP & CRM: Deliver the best customer experience possible with the Customer Management solution that has a deeply integrated CRM module, unlike most ERP products on the market. Everything from managing leads, contacts, opportunities, and customer accounts to delivering marketing activities and quotes can be accomplished with this solution.

2. Centralized Customer Content: The Customer Management solution was built to make accessing and finding customer records easy! Your entire team has access to all written records such as quotes, invoices and support cases for a full overview of each customer in your CRM database.

3. Robust Reporting and Analytics: With real-time data at your fingertips you’ll have the information at hand to guide your team to achieve better results, faster! Make use of advanced dashboard and reports to keep up with your sales forecast and open quotes.

4. Customer Collaboration: With the customer portal, you can give customers deep visibility into previous communications and even start a new conversation or open a support case at any time. Customers want the power to begin an interaction on their time, with this portal you can provide this key customer tool.

Take care of your customers!

Benefits of Acumatica Customer Management

You’ll have a complete overview of your business and see which of your customers are the most profitable, along with integrated marketing, sales, financials, and service.

Customers can access their financial and case information of your choice in the Customer Self-Service Portal.

Use this tool to encourage collaboration with your team and have a team approach to customer management. 

From first connect to the sales process, fulfillment and billing and finally after-sale needs, you have the ability to respond rapidly to customers’ requests at any time. 

With this Acumatica add-in for email in Microsoft Outlook, you can search for existing leads, contacts, and employees and includes a 1-click access to connect right from your inbox. With this add-in, you can also create new leads and contacts, create opportunities and cases, log activity and attach e-mail contents directly to records in CRM.

Reporting and Dashboards

With this reporting tool, you’ll have customized views of your overall business and focused perspectives of each department and other organizational functions.

 360-Degree View

Deliver a better customer experience with a  360-degree view of customer information and activities to everyone in your organization.

Support Automation

With automation improve customer experience, reduce response times and supports costs, and improve billing accuracy with the financial module integration. Cases can be automatically created from web forms or via manual entry.

Sales Automation 

Give your team a complete view of their opportunities and contacts to see what may influence the customer’s sales decision. You’ll have improved efficiency with a workflow-assisted lead assignment and robust sales process management.

Integrated Marketing 

Measure campaign performance and the best channels for capturing qualified leads. With this tool manage leads, improve sales conversions, prospect communication, send branded emails, and enhance productivity. You can also capture leads from web forms, list purchases, ads, traditional mail, local events, and other marketing sources.

Customer Portal

Give customers access to a 24/7 online self-service portal to see their account information, create new support cases, and review the latest case updates.