Customer Management

Close more sales and improve customer loyalty

Acumatica Customer Management Suite

Acumatica Customer Relationship Management (CRM) integrates sales, marketing, and customer service with your financials for seamless management of your customer relationships including managing leads, contacts, opportunities, and customer accounts.

Manage customers & contacts from anywhere
View all your customer information in one place
Communicate through the customer portal

Deliver a single consolidated view of all customer contacts. Dashboards and reports provide real-time sales data to accurately manage forecasts, quotas, and results. Designate anyone with a web-based connection to manage leads, contacts, opportunities, and business accounts with the Customer Management Suite. The Customer Management Suite provides the Acumatica Customer Portal to productively work and communicate with customers.

Navigation of the application is simple and intuitive. To get where you need, just click on the hyperlinked icons on your workspace.


Customer Portal Features

  • Financial Overview
  • Knowledge Base
  • Document Sharing

Customer Management Suite Features

  • Sales Automation
  • Integrated Marketing
  • Service and Support Automation


Why Choose Acumatica CRM?

Customer Management Applications

Sales Automation

Integrated Marketing

Service and Support Automation

Customer Self-Service Portal

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Customer Testimonials

Acumatica was by far the most robust Cloud ERP offering. It offers more functionality, better prices, and more value to the users.

Francisco CalligariCIO at Guardian SealTech

Being able to see what’s going on across our entire business in one snap-shot is invaluable. With Acumatica, our labor costs have gone down and our inventory control error rate have been reduced.

Bram KleppnerCEO of Danforth Pewter

Acumatica has allowed us to be a better digital business. From Sales to Operations, from Admin to C-Level Executives, Acumatica allows us to have insights into data to make good decisions to grow our business in a powerful way.

Bryan PapéFounder & CEO of MIIR

Our payroll requirements are unique, and a critical part of our buying decision was the ability to pay directly from an imported file vs manual data entry into the system. With payroll being time sensitive, this is a big plus.

Lilly EstradaHuman Resource & Payroll Mgr. | C&O Nursery

Flexibility in customization, unlimited users, support from our provider and access from any device were top reasons for our satisfaction.

Curt NortonController | C&O Nursery

Game changer for us was the ability to set-up a Finished Good Item with its Bill of Materials, issue a Production PO, and issue several component level POs from various manufacturers that are all tied together. No more manual reconciliation.

Rob BourriagueCOO at Ubio Labs

They (PC Bennett Solutions) just know Acumatica so well. Their depth of knowledge was great, and working with owner Patricia Bennett was the same; everyone has been so helpful.

Beth MorriseyVP of Finance and IT | Danforth Pewter