ACUMATICA Customer Management

Provide your sales teams with a complete view of opportunities, contacts and all activities that influence the sales decision. Lead assignment and workflow help manage sales processes to improve efficiency.

Integrated financials

Keep your entire team in sync with sales modules integrated to financials. Be sure your entire organization is using the same single version of the truth – sales forecasts, revenue reports, collections data, commissions and more.

Account and Contact Management

Convert leads into accounts linked to contacts, activities, tasks, opportunities, cases, and documents. Make your entire sales team instantly aware of all activity in the account.

Integrated Document Management

Attach any digital document to leads, opportunities, and accounts. Eliminate the need to search for associated documents, contracts, etc. Once files have been attached to one document within the system, the file can simply be linked to additional documents or records without uploading the file again.

Lead Management

AAggregate leads from the web, purchased lists, trade shows, and manual entry. Automatically assign and rout leads according to pre-set criteria.

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Reduce 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.

Case Management

View Case Activity by Conversations for quick retrieval of all case-related information linked to tasks, events, and activities. Case information is available to all authorized stakeholders. Workflow based on established case severities, escalation paths, and priorities sends reminders to responsible parties.

VContract Management

Link cases to customer contracts and service plans to quickly determine the level of service to provide and ensure that the proper support is provided and properly billed. Set service rates per incident, per hour, or prepaid.

Integrated Document Management

Access all documents and activities sent to customers via the integrated content management system. Grant access to sales contracts, marketing offers, notes, emails, and other communications.

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Manage leads, improve conversions, measure campaign performance, communicate with contacts, and improve productivity. Marketing teams can capture leads from web forms, purchased lists, advertisements, direct mail, events, and other sources; send branded email offers. Track the best channels for qualified leads.

Integrated Document Management

Maintain a central repository of customer collateral, email templates, price lists, contract templates, pictures, videos, and other documents through the integrated document management solution. Maintain a document history and enforce access permissions for each document.

HubSpot Integration

Integrate HubSpot, the preferred Marketing Automation system for midmarket companies, to Acumatica CRM. Sync information between systems to automate processes such as nurture marketing.

Lead and List Management

Aggregate leads from your website, purchased lists, trade shows, and manual entry. Automatically assign and rout according to your pre-set criteria. Find and merge duplicates automatically.

Email Marketing

Create email templates to ensure that newsletters, email campaigns, and direct communications have consistent branding and messaging. Send monthly newsletters, promotions, and other communication to specific lists.

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Furnish 24/7 customer access to account information, creation of new support cases, and the latest case updates through the on-line self-service portal.

“Always on”

Customers can access account information 24 hours a day, 7 days a week, without picking up the phone or sending an email.

Document sharing

Provide a secure location to share marketing material, educational material, company policies and FAQs with customers.

Customer Account inquiry

Give customers the ability to see all historical documents, balances, due dates, payments received and amount due. Customers can also update address, contact and user access details.

On-line ordering

Business partners and resellers can view inventory and place orders themselves—speeding up the ordering process and freeing your sales team to focus on other activities.