Acumatica Customer Relationship Management empowers your sales, service, and marketing teams with real-time visibility, seamless processes, and business insights at their fingertips—so they can wow customers and deliver results.

  • 360-degree view of the entire business
  • Empower your customers through online portals
  • Take a team approach to sales and service
  • Respond to customers from anywhere, on any device
  • Seamless integration with Outlook, Salesforce, and more
  • Track performance and spend on one screen
  • Leverage the automation of embedded artificial intelligence and machine learning

Acumatica provides a consolidated view of all customer records in a single database, so every member of your team has a 360-degree view of all customer activities and records, and management has real-time insight into performance.


Customer Relationship Management Features


Sales Automation
Enhances information flow, reduces sales cycles, increases close rates, and improves sales efficiency.

Integrated Marketing
Improve collaboration between sales, marketing, and support, while ensuring maximum return on investment for each marketing dollar spent.

Service and Support Automation
Integrates service and support activities with sales and marketing to deliver a team-oriented approach to customer support and increased sales.

Customer Self-Service Portal
Leverage the Acumatica solution to deliver even greater value to those you serve by offering new ways for them to access information and perform key activities anytime.