RESPOND TO CUSTOMER REQUESTS AND IMPROVE THE CUSTOMER EXPERIENCE BY HAVING ALL MARKETING, SALES, BILLING, FINANCE, AND CUSTOMER DATA AT YOUR FINGERTIPS
Customer Relationship Management is the term used for all the actions taken by businesses to build, maintain, and augment relationships with their customers. Acumatica’s CRM software encompasses all the necessary tools to ensure prompt and effective customer service and manage all stages of your customer experience.
Acumatica CRM Software
At A Glance
- Respond rapidly to customers’ requests at any point in the sales cycle.
- Track activities, delegate, and reassign tasks, and send alerts.
- 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.
360-Degree View
Insights at your fingertips
- Instantly see an integrated view of financials, marketing, sales, and service.
- Monitor lead analysis in real-time to learn which customers are most profitable.
- View lead response-time metrics to guide marketing personnel.
- Pin emails, task notes, or phone calls to cases, opportunities, and leads for faster response.
Efficiency & Automation
Keep your pulse on remote work with Real-Time updates
- Eliminate manual processes.
- Easily update quotes or create multiple quotes for a single opportunity.
- Automatically generate sales orders and invoices as quotes are approved.
- Leverage user-defined fields to align to your existing reports and workflow.
- Easly search, find, and filter records.
- Automaticaly link email to related sales, marketing, and support activities and tasks.
Powerful Integrations
Optional integrations allow Acumatica to sync with Industry standard applications
- For Outlook users: Create new leads, contacts, opportunities, or cases from your Inbox.
- For Salesforce users: Acumatica supports bi-directional and real-time synchronization with Salesforce CRM.
- For HubSpot users: Automatically synchronize contacts, transfer campaign results, and initiate follow-up sales calls.
Acumatica Customer Relationship Management Key Features
- Sales Automation
- Customer Self Service Partal
- Integrated Marketing
- Acumatica for Hubspot Connector
- Service and Support Automation
- Acumatica Microsoft Teams Integration