Acumatica

Customer Management Suite

Close more sales and improve customer loyalty

Acumatica is a leading provider of cloud business management software that empowers small and mid-size businesses to unlock their potential and drive growth.

Customer Management Software Suite

Fully integrated with the Financial and Distribution suites, the Customer Management Suite uses dashboards and reports to provide real-time sales data. A self-service Customer Portal lets you give customers access to the information you choose.

  • Out-of-the box Customer Portal allows you to give customers access to financial and case information.
  • Automatically attach incoming and outgoing emails to various Customer Management Suite features.

Sales Automation

Acumatica provides sales tools which improve information flow, reduce sales cycles, increase close rates, and improve sales efficiency.

Marketing Automation

Acumatica provides marketing tools to manage leads, improve conversions, measure campaign performance, communicate with contacts, and improve productivity.

Service and Support Automation

The Customer Management Suite delivers a customer relationship management (CRM) solution which automates your sales processes so you can respond faster to customers and partners.

Customer Portal (New in 4.1)

The Customer Management Suite provides a solution to efficiently work and communicate with customers with the introduction of the Acumatica Customer Portal (New! in 4.1).

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Software Consultation

with our software specialists

Evaluate current performance limitations, discuss technology optimization strategies and application of Acumatica in your business environment.