With Acumatica Integrated Marketing, your marketing will tightly connect with financials and content management, to improve collaboration between sales, marketing, and support, while ensuring maximum ROI for each marketing dollar spent.

Manage leads, improve conversions, measure campaign performance, communicate with contacts, and improve productivity. Capture leads from web forms, purchased lists, advertisements, direct mail, events, and other sources.


Key Benefits:
  • Integrated Document Management:
    • Maintain a central repository of customer collateral, email templates, price lists, contract templates, pictures, videos, and other documents through the integrated document management solution.
    • Maintain a document history and enforce access permissions for each document.
  • HubSpot Integration:
    • Integrate HubSpot, the preferred Marketing Automation system for midmarket companies, to Acumatica CRM.
    • Sync information between systems to automate processes such as nurture marketing.
  • Lead and List Management
    • Aggregate leads from your website, purchased lists, trade shows, and manual entry.
    • Automatically assign and route leads according to your pre-set criteria.
    • Find and merge duplicates automatically.
  • Email Marketing:
    • Create email templates to ensure that newsletters, email campaigns, and direct communications have consistent branding and messaging.
    • Send monthly newsletters, promotions, and other communication to specific lists.
    • Track and measure e-mail marketing effectiveness with native SendGrid integration.


Additional Features:
Lifecycle Management Integrated Financial Application
Online Marketing Segmentation Tools
Campaign Management Approval and Workflows
Dashboards and Favorites Partnership Marketing
Opportunity Stages for Each Opportunity Data Integrity


Contact us for more information on how Acumatica Integrated Marketing can work for your organization.