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Acumatica Customer Management Suite (CRM)

by Acumatica

Is this the right software for you?

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

Applications

  • Customer Management Suite

Related Products

The following software product lines are also offered by Acumatica:

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  • System Requirements

    Desktop

    • Web-based

    Server

    • Hosted as a service
  • Industries

    Horizontal

    Acumatica Customer Management Suite (CRM) is a horizontal product. It offers functionality designed for usage across a wide variety of industries and business types.

  • Product Demo

    If you want a product demo of Acumatica Customer Management Suite (CRM), you need to speak with an authorized Acumatica provider. We can help with that. Fill out our Software Search form.

  • Product Training

    If you want training for Acumatica Customer Management Suite (CRM), you need to speak with an authorized Acumatica provider. We can help with that. Fill out our Software Search form.

  • Product Support

    If you want support for Acumatica Customer Management Suite (CRM), you need to speak with an authorized Acumatica provider. We can help with that. Fill out our Software Search form.

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