Acumatica CRM

Acumatica CRM is an end-to-end customer management and marketing solution, letting you nurture leads, record contacts, provide customer service, and take advantage of sales opportunities. Acumatica CRM integrates seamlessly with other elements of Acumatica ERP, giving you full, 360° visibility of your business, including operations, financials, marketing, and customer service.

Use your CRM to share information within your team and with customers. Nurture leads through all points of the sales cycle, from acquisition to first sale and onwards to order fulfilment, invoicing, and after-sales support. Create new opportunities, assign tasks to team members, and log activity (including documents and email attachments) to individual customer/lead profiles. Track expenses and income from your marketing campaign and use advanced data analysis to assess different strategies and improve your marketing ROI.

Key features

  • Sales Opportunities: Create automated workflows to cover each aspect of the sales process and maximise opportunities. Assign leads to individual salespeople, track activity and improve collaboration between sales and marketing teams.
  • Support Cases: Automate lead responses and customer service messages, reducing response time and support costs.
  • Marketing: Manage your complete marketing strategy from a single dashboard. Organise your activities into campaigns and monitor the costs and revenue associated with different activities. Automatically log contacts through email, phone, and social media against individual lead profiles.

Discover more

IDL Systems is a managed software service provider with 30 years’ experience of helping customers maximise the value of industry-leading ERP software. With our Acumatica managed service, you get full access to its advanced CRM, together with implementation and upgrade support, customised training, and after-sales care.

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The Benefits of Acumatica Customer Management:

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360-degree view:

Gain a complete view of your business with integrated financials, marketing, sales and service. Learn which customers are profitable and which are not.