Acumatica Cloud ERP

Customer Management (Customer Relationship Management) was built into Acumatica Cloud ERP solutions from the beginning. Unlike many other midmarket ERP products, it is not a loosely integrated module.

Acumatica software offers the best business management solution where customer information is always up-to-date and accurate, from marketing, quoting, and sales to delivery and post-sales support.

Acumatica Cloud ERP provides a consolidated view of all customers’ records in a single database. This access to all written quotes, invoices, and support cases provides every member of your team with a 360-degree view of all customers’ activities and records. Address information seamlessly flows between the business account and contact forms, including different address information for customers.

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.