Customer Relationship Management for Acumatica Distribution Edition
Customer Management (also called Customer Relationship Management) was built into Acumatica from the very beginning. It is not a loosely integrated module like so many other mid-market ERP products. From marketing, quoting, and sales to delivery and post-sales support, customer information is always up to date and accurate.
Acumatica provides a consolidated view of all customer records in a single database. This access to all written quotes, invoices, and support cases provides to every member of your team a 360-degree view of all customer activities and records. Address information seamlessly flows between the business account and contact forms, including different address information for contacts. Dashboards and reports provide real-time sales data to help your team manage forecasts, quotas, and results. Efficiently communicate and collaborate with customers through the Acumatica Customer Portal. Helpful tools give customers access to information about their interaction with your company and enable activities online.