Cloud Customer Relationship Management Software
Integrate Sales, Marketing, and Customer Service with your Financials to
Generate More Leads, Close More Sales, and Improve Customer Loyalty
Acumatica Cloud Customer Relationship Management Software includes applications for managing leads, contacts, and customer accounts. A CRM system that is integrated with your Enterprise Resource Planning (ERP) system allows you to stay up to date with your sales delivery, post-sales support while maintaining accurate and up-to-date customer information.
Enjoy a consolidated view of all your customer’s records on a single database. This CRM system gives you access to all written quotes, invoices, and support cases, giving every member of your team a 360-degree view of customer interactions and records.
Dashboards and reports provide real-time sales data to help your team manage forecasts, quotas, and results. Service management tools reduce response times and improve customer satisfaction. Anticipate customer problems before they occur. Identify upsell opportunities. Automate reminders for callbacks, follow-ups, and requests.
Promote Collaboration with the Secure Customer Portal
Acumatica Customer Self-service Portal
Give customers access to the information they need about all their interactions with your company and enable customer activities online. Customers can track orders, manage support cases, and check balances due and payments received.
Provide customers with 24/7 access to important content, including marketing and educational materials, user guides, and FAQs.
Unlimited server pricing allows you to involve everybody in automated workflow processes to promote a team approach to customer management.
Acumatica CRM Software Features and Capabilities
Manage leads, improve conversions, measure campaign performance, communicate with contacts, and increase productivity. Marketing teams can capture leads from web forms, purchased lists, events, and other sources, send branded email offers, and track the best channels for qualified leads.
Service & Support Automation
Reduce response times and support costs, improve customer satisfaction, and increase billing accuracy. Create a case from captured web form inquiries or manual entry. Assign cases and escalate according to your set policies. Ensure accurate billing through financial module integration.
Reporting & Dashboards
Accelerate decision-making with reporting tools that deliver customized views of your business overall and focused views of departments and functions.
Account and Contact Management
Use artificial intelligence with machine learning to capture business card contacts using mobile image recognition. Convert leads into business accounts and contacts linked to activities, tasks, opportunities, cases, and documents.
Use email templates to send professional emails to prospects and customers that are consistent with brand guidelines. Automatically attach incoming and outgoing emails to CRM tasks and activities.
Provide a complete view of opportunities and contacts to make your team aware of all experiences that may influence the sales decision. Improve efficiency with a workflow-assisted lead assignment and sales management process.
The Benefits of using a Cloud CRM system
Form a complete view of your business with integrated financials, marketing, sales, and service information. See all customer interactions with your company. Learn which customers are profitable and which are not.
Give customers access to the information they need through the
secure Customer Portal. Share information with staff to build an effective team approach to sales and service.
Respond rapidly to customers’ requests at every point in the sales cycle – including first contact, sales and fulfillment, billing, and after-sale service requests.
Gain one-click access to existing contacts with our CRM add-in for Microsoft Outlook. Create new leads and contacts right from your inbox. Create opportunities and cases associated with existing contacts. Log activity and attach email contents to CRM.