Marketing, Sales, and Customer Service Automation
CRM
Acumatica CRM enables the management of leads, contacts, opportunities, and customer information. Fully integrated with ERP, CRM allows quotation data to be directly converted into sales orders or service work orders, enhancing operational efficiency. It also includes a built-in B2B customer portal, where customers can browse products, place orders independently, and track shipment status and payment information.
Sales Automation
The sales team gains comprehensive visibility and control over leads, opportunities, and quotations, enabling more confident sales forecasting.
Mobile Application
The mobile app allows the team to update sales activities anytime, anywhere. Task assignments and approval workflows are automated, making sales operations more efficient.
Marketing Automation Integration
Improve lead-to-customer conversion rates, communicate more effectively with contacts, and maximize the return on every marketing dollar spent.
Customer Service Automation
Accelerate response times, reduce support costs, and enhance customer satisfaction. Cases submitted by customers via the website are automatically routed and fully tracked, with the ability to monitor customer satisfaction at any time.
Customer Portal
The customer portal serves as a communication channel for businesses, providing easy access to contracts, orders, invoices, and statements. Customers can also place orders directly, specifying delivery dates and quantities, ensuring year-round order processing.