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

Provide your sales teams with a complete view of opportunities, contacts, and all activities that influence the sales decision. Lead assignments and workflows help manage sales processes to improve efficiency.


Key Benefits
  • Integrated Financials: Keep your entire team in sync with sales modules integrated to financials. Be sure your entire organization is using the same single version of the truth – sales forecasts, revenue reports, collections data, commissions, and more.
  • Account and Contact Management: Use artificial intelligence with machine learning to capture business card contacts using mobile image recognition. Convert leads into business accounts and contacts linked to activities, tasks, opportunities, cases, and documents.
  • Integrated Document Management: Attach any digital document to leads, opportunities, and accounts. Eliminate the need to search for associated documents, contracts, etc. Once files have been attached to one document within the system, the file can simply be linked to additional documents or records without uploading the file again.
  • Lead Management: Aggregate leads from the web, purchased lists, trade shows, and manual entry. Automatically assign and route leads according to pre-set criteria.


Additional Features:
Opportunity Management

Lead Management

Approval and Workflows

Email Templates

Dashboards and Favorites

Data Integrity

Panel Access

Accounts and Contacts


Contact us for more information on how Acumatica Sales Automation can work for your organization.