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Customer Management

Stay close to your customers with Acumatica Customer Management

Generate More Leads

Gain Customer Loyalty

Close More Business


Better understand your customers with a complete view of your business

Your ERP and CRM work together with Acumatica Customer Management. Your customer records are always up-to-date since sales, purchasing, and all your applications share one source of information

Empower your customers with self-service

Allow customers to access their financial and other information through an easy-to-use Customer Service Portal.

Team collaboration

With Acumatica’s unlimited user pricing model, add all relevant resources to your team for access to the same customer information.

Gain Customers-for-Life

Rapidly respond to customers - from the first contact to purchase and support, you can view all your interactions.

Integrated with your Outlook eMail

Acumatica’s add-in works with incoming and outgoing emails in Outlook. Create new leads and contacts from an Outlook email that automatically syncs to CRM. Create opportunities and view log activity in CRM.

Salesforce Integration

Acumatica ERP supports bi-directional real-time synchronization of data between Acumatica ERP and Salesforce CRM, allowing for simultaneous work in both systems.

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Features and Capabilities

Customer Management Applications

Sales Automation

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 the workflow-assisted lead assignment and sales process management.

Integrated Marketing

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.

Service and Support Automation

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.

Customer Self-Service Portal

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

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