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Acumatica Cloud-Based Customer Relationship Management (CRM)

Manage opportunities, contacts, leads and support cases, all in one central location. Acumatica cloud based customer relationship management connects with sales orders, AR, AP, and other important modules. So, you spend less time on administrative tasks. Instead, you can focus on closing more sales, and improving customer loyalty.

Acumatica Cloud Based Customer Relationship Management Included Applications

Business Intelligence

Get a 360° view of each customer’s activities. Drill down for even more detail. Use the information to learn how you can better serve your customer.

Customer Self-Service

Offer customers 24/7 access to their important account information. Allow them to create support cases, and see updates on their existing ones.
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Integrated Marketing

Manage leads and contacts, improve conversions, design, and send email blasts. And, track the effectiveness of all your marketing efforts with integrated marketing campaigns.

Reporting and Dashboards

Speed decision-making with reports that designed for your role. Or, get a bird’s eye view of the business, with reports covering whole departments or functions.

Sales Automation

Enjoy a complete view of your opportunities and contacts. Keep an eye out for experiences that might influence the sales decision. Improve efficiency with automated workflows.

Service and Support Automation

Improve response time and billing accuracy. And at the same time, lower support costs. Assign and escalate cases based on policies you set.

Why is Acumatica CRM the Right Choice for Sales Managers?

Finding the right CRM for your company is no easy decision. Every Marketing Director and Sales Manager knows it deep down in their hearts: a company goes nowhere if sales aren’t being driven.

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