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Acumatica Customer Management Suite

A customer relationship management system designed by Acumatica for professional services companies.
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The Acumatica Customer Management Suite is a cloud-based customer relationship management (CRM) solution that can be accessed from anywhere using a web browser. Businesses use it to improve sales and marketing efficiency by managing leads, campaigns, lists, contacts, opportunities, and business accounts through a centralized system with advanced analytics, forecasting, and reporting.

The Customer Management Suite includes sales automation, marketing automation, and service/support automation modules for managing leads, contacts, opportunities, and business accounts. Each module includes several reports and inquiry screens which can be customized using the Acumatica customization tools and report writer which are included with the software.

Integration with the Financial Suite delivers a single consolidated view of all customer contacts. Users can see real-time sales data and forecasts through dashboards and reports.

Operating Environment

Client software:

  • None required - works with Microsoft Internet Explorer, Mozilla Firefox, Apple Safari, and Google Chrome

Server software:

  • Windows 2005 Server (requires .NET framework 3.5)
  • Windows 2008 Server (requires .NET framework 3.5)

Database software:

  • Microsoft SQL Server 2008 (Express, Workgroup, Standard, Enterprise)
  • Microsoft SQL Server 2005

The Customer Management Suite provides a web-based customer relationship management (CRM) application for managing leads, contacts, opportunities, and business accounts.

Integrated financials and content management foster a team approach and deliver a single consolidated view of all customer contacts. Dashboards and reports provide real-time sales data to accurately manage forecasts, quotas, and results.

Sales Automation - Acumatica provides sales tools which improve information flow, reduce sales cycles, increase close rates, and improve sales efficiency. Sales teams are provided with a complete view of leads, opportunities, and contacts so they are aware of all activities which influence the sales decision. Lead assignment and workflow help manage sales processes to improve efficiency.

Marketing Automation - Acumatica provides marketing tools to manage leads, improve conversions, measure campaign performance, communicate with contacts, and improve productivity. Marketing teams can capture leads from web forms, purchased lists, advertisements, direct mail, events, and other sources. Captured leads can receive branded email offers. Lead reports help you track the best channels for obtaining qualified leads.

Service and Support Automation - Acumatica provides service management tools to reduce response times, improve customer satisfaction, reduce support costs, and accurately bill transactions. Support personnel can capture inquiries from web forms or enter them manually to create a case. Once created, cases are assigned and escalated according to policies that you set. Integration with financial modules ensures that cases are billed according to client support contracts.

Analytics and Forecasting - Acumatica provides reporting tools which help improve forecasting, improve information flow, measure conversion rates, and reduce deviation from sales targets. Reports and dashboards can be customized to provide a real-time view of the key performance indicators - executives can view overall trends, marketing can view conversion rates, and salespeople can follow the purchasing patterns of top customers.

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