Acumatica Customer Relationship Management (CRM)

Rapidly respond to customer requests, streamline the customer journey, and improve the overall customer experience with Acumatica’s CRM software. Capture all marketing, sales, billing, finance, and customer data in one solution, right at your fingertips. Manage multiple employees on approval maps and gain visibility into case durations from initial response to case closure.

What is Acumatica CRM Software?

Customer Relationship Management is the umbrella term for all the steps businesses take to create, develop, and enhance relationships with their customers. Acumatica’s CRM software has all the tools you need to provide responsive customer service and manage all aspects of the customer journey.

What is CRM Software in an ERP solution?

On its own, CRM Software is a powerful, modern application that helps businesses identify leads, detect issues, automate tasks, and much more. But CRM Software integrated within an Enterprise Resource Planning (ERP) solution takes it to the next level, enabling businesses to strengthen customer relationships as well as increase efficiencies by joining all marketing, sales, billing, and finance information into a single database, which is accessible through a single interface.
Additionally, CRM-ERP solutions often provide a self-service Customer Portal, allowing customers unlimited access to their contract, financial statement, and support case information, giving customers the ability to perform account-related activities online at any time and from anywhere.

What are the benefits of an integrated CRM-ERP solution?

An integrated CRM-ERP solution offers businesses one version of the truth. This means every department—from marketing and sales to customer support—utilizes synchronized, real-time information, which helps them make strategic, customer-enhancing decisions as they usher customers through the sales funnel. As leads turn into opportunities, customer details and interactions are recorded in the CRM and shared immediately with the ERP solution. When sales team members create quotes, the ERP solution processes the orders and invoices. And when a customer case is opened, customer support knows when the issue occurred, what the issue is, and how to proceed.
With an integrated CRM-ERP solution, every aspect of the customer’s journey is connected and transparent, providing businesses with a 360° view of all customer data. Additionally, this all-in-one solution allows businesses to:
• Streamline lead management and events.
• Link sales orders and quotes to opportunities automatically.
• Use templates to create emails for automatic distribution.
• Determine campaign response rates and sales performance in terms of profitability.
• Optimize contact management (e.g., create leads and contracts from email inbox, import customer data in bulk from Excel, and more).
• Utilize sophisticated reporting tools and personalized dashboards.
• Prioritize and respond quickly to customer requests and concerns.
Ultimately, an integrated CRM-ERP solution equips businesses with the knowledge, visibility, and insights they need to inspire loyalty from their current customers and spark interest in their potential ones.

ISO 20022 Address Formats

Adherence to ISO 20022 for improved address data accuracy, compatibility with international systems, enhanced data exchange, and streamlines international transactions.

Insights at your fingertips

With Acumatica CRM, get an integrated view of financials, marketing, sales, and service. See real-time lead analysis to learn which customers are most profitable, or view lead response time metrics to guide marketing personnel.

Stay on top of campaign expenses

Track expenses and revenue related to a marketing campaign with the Acumatica Project Accounting module.

Quick access to important activities

Pin important activities for cases, opportunities, and leads, such as emails, tasks, notes, or phone calls, to the top of the activities list so users can quickly access and keep track of them.

Responsive service

Respond rapidly to customers’ requests at any point in the sales cycle – from first contact, through sales and fulfillment, billing, and after-sales service requests. Track activities, delegate, and reassign tasks, and send alerts.

AI-powered automation

Use artificial intelligence with machine learning to capture business card contacts using mobile image recognition. Lookup and validate addresses using Google and Bing address services.

Eliminate manual processes

Easily update quotes or create multiple quotes for a single opportunity, and automatically generate sales orders and invoices based on the quote. Create and manage events on one screen with the event side panel. Eliminate redundant records automatically. Leverage user-defined fields to create custom fields to search, find, and filter records. Automation associates emails with related sales, marketing, and support activities and tasks.

CRM add-in for Microsoft Outlook

The Acumatica add-in works with incoming and outgoing email in Outlook. It searches for existing leads, contacts, and employees in CRM and then allows 1-click access to an existing contact. You can also create new leads, contacts, opportunities, or cases right from your Inbox.

Real-time synchronization with Salesforce

If you’re used to working in Salesforce as the CRM system of record, no problem. Acumatica ERP supports bi-directional real-time synchronization of data between Acumatica ERP and Salesforce CRM, allowing for simultaneous work in both systems.

HubSpot Connector

Acumatica’s HubSpot Connector enables you to create, launch, and manage integrated marketing campaigns in a future-proof centralized platform. You can synchronize contacts, transfer campaign results, and initiate follow-up sales calls—automatically.

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Product:

CRM

Provides capabilities for managing leads, contacts, opportunities, and customer accounts, integrated directly with project and financial data for a complete client view.