Acumatica CRM

The Acumatica Customer Management Suite is a web-based portal for managing the full lifecycle of your customer – from early-stage lead, to first-time buyer, to delighted repeat customer, Acumatica gives you the tools to engage your clients.

Or call (800) 931-2120 to speak to a member of our team.

Why Choose Acumatica

#1 ERP and CRM that work together. The CRM was built into Acumatica from the very beginning. This means it integrates seamlessly with the full ERP. Marketing, sales, delivery, and finance all work together and your system stays accurate.

#2 Integrated content management. All your customers are viewable from within a single database. This high-level view of quotes, invoices, and lead status provides every member of your business with executive insight into consumer happiness.

# 3 Visibility. Reports and real-time dashboards provide sales data to help your team manage forecasts, quotas, and results. And your customer service team can track tickets and engagements easily through the Acumatica Customer Portal.

Important Benefits of Acumatica CRM Software

Marketing, sales, delivery, and finance all work together and your system stays accurate.

Identify Your Ideal Customers

Find your most (and least) profitable clients and enroll them in custom marketing funnels.

Improve Customer Service

Respond faster and track engagements more efficiently, leading to happier customers who spend more.

Team Approach To Sales

Share knowledge across your entire sales and marketing department.

Integrated Reporting Engine

Produce beautiful reports in HTML, PDF, Excel, and Word formats.

Interactive Dashboards

Create a one-page dashboard that allows you instant insights into your customer data.

Integrated financials

Keep your sales, marketing, and finance team in sync by sharing sales forecasting and collections data.

Account and Contact Management

Convert leads into accounts linked to contacts, activities, tasks, opportunities, cases, and documents.

Lead Management

Aggregate your leads from a variety of sources and track which convert best and who should service them.

Integrated Document Management

Attach estimates, sales orders, and notes to leads and opportunities.

Contract Management

Manage your contracts and service plans at the customer level to ensure proper support is always provided.

Online Ordering

Resellers and customers can view inventory and place orders themselves—speeding up the ordering process for low-touch revenue.

Email Marketing

Manage newsletters, email campaigns, and customer communication from with Acumatica CRM.

Acumatica On-the-Go

Acumatica is available in-browser, accessible on any internet-enabled device. This means automatic updates, no IT maintenance budget, and easy insights no matter where you are. Easily create and send invoices, approve time sheets, and view reports, from the convenience of your mobile device.

Employees and contractors can enter time and expenses on any Apple or Android device using the Acumatica Mobile App and attach photos of receipts. Workflows route completed reports for approvals on managers’ mobile device.

Let Acumatica Take You To The Next Level

At Fourlane, we have more than a decade of experience helping small and mid-size businesses upgrade their financial and business management solutions. We have seen first hand what a properly implemented tool like Acumatica can do for a business, and we specialize in helping businesses transition from one software to another.

  • QuickBooks to Acumatica
  • NetSuite to Acumatica
  • Sage to Acumatica
  • Intacct to Acumatica
  • Dynamics to Acumatica
  • SAP to Acumatica
  • Oracle to Acumatica

Fourlane's team of experts help you implement Acumatica and take your business to the next level. Call (800) 931-2120 for a free demo of Acumatica Financial Management.

Acumatica financial management software


Features of Acumatica CRM Software

Business Reports Designer

Email Templates

Interactive Reports

Partnership Marketing

User-Specific Dashboards

Customer Self Service

Drilldown Reporting

Report Scheduling

Knowledge Base

Lifecycle Management

Filters

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