Customer Management

The Acumatica Customer Management Suite delivers a customer relationship management (CRM) solution which automates your sales processes so you can respond faster to customers and partners or allow them to self-serve on-demand. Workflow and security allow you customize approvals to match your sales process while managing permissions for each screen object and customer account.


MORE EASILY MANAGE YOUR CUSTOMERS Respond rapidly to customers from the time they first enter your website, through the sales process, billing, and during customer service requests.

EMPOWER YOUR CUSTOMERS an out-of-the box, self-service Customer Portal allows you to give customers access to the financial and case information you choose.

ACCESSIBLE FROM ANYWHERE Access your CRM features from anywhere using any popular web-browser.

LESS DOWNTIME DURING INSTALLATION Acumatica installs quickly and a single server license can be accessed by everybody without installing client software.

IMPROVE PROFITABILITY Gain a complete view of your business—integration with financials gives you reports that link marketing campaigns to account profitability.

TEAM APPROACH TO SALES AND SERVICE Collaboration features are easily shared by all to promote a team approach to customer management. Unlimited server pricing allows customers to involve everybody in automated workflow processes.