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