Acumatica CRM Software

Close more deals with Acumatica ERP

Acumatica CRM works seamlessly with your back end accounting systems so you can track spend by customers, view the pipeline, and make better business decisions.

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Acumatica Cloud ERP

Acumatica's integrated CRM adapts to you

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.

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.

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.

Acumatica CRM Benefits

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.

ERP

Acumatica Pricing

Consumption Based ERP Pricing

Acumatica ERP pricing lets you add casual users, suppliers, and customers without paying for additional licenses. The cost to you is based on the features and resources that you use, not the number of users who access the system. The price is determined by three factors:

  • What applications do you want to use?
  • What type of license are you considering: SaaS Subscription, Private Cloud Subscription, or Private Perpetual License?
  • What is your projected level of consumption based on the volume of your business transactions and data storage?

Acumatica CRM Features

Collaborate on deals, task assignments, and activities. Automatically link sales orders and quotes to opportunities without manual intervention, preventing re-entry and enabling finance to quickly generate an invoice when the deal is closed.

Assign leads to internal and external users. Empower partners to manage accounts (with access controls) and include all sales channels in consolidated reports.

Use workflow to manage approvals mandated by your sales processes. Restrict rights to specific customer accounts for information security. Establish automated notifications across departments based on business activities.

Ensure consistency with branding guidelines. Create emails for contacts, employees, and leads with predefined, brand-consistent templates and send features for automatic distribution. Automatically track email responses.

Create announcements and default dashboards for each salesperson to match their individual needs. Dashboards and Favorites link salespeople to real-time information delivered in tabular or graphical form.

Configure rules to check for duplicate contacts and leads with warnings prior to creating new records.

Use configurable side panels to quickly access related record information for business accounts, contacts, opportunities, sales orders, or support cases without navigating away from the screen. Create and manage events from one screen with convenient side panel.

Create and manage customer and prospect accounts and contacts. Use artificial intelligence with machine learning to capture business card contacts using mobile image recognition. Convert leads into business accounts and contacts linked to activities, tasks, opportunities, cases, and documents.

Track clients through prospecting, closing, and up-selling on a single, integrated system. Maintain a complete history of communication and offers to eliminate confusion and improve conversion rates.

Integrate marketing activities with billing and financial data to determine campaign response and profitability. Associate various documents — such as sales orders, invoices, bills, and purchase orders — with campaigns to track actual costs and actual revenue. Support multiple base currencies in one tenant.

Create customized landing pages to capture leads from your website, online advertising, direct mail, or other sources.

Collect information for different lead types and custom-defined attributes to effectively target market segments. Create and maintain marketing lists by applying specific criteria to existing contact lists or combining groups of lists.

Track campaign costs and revenues by selecting specific lists or criteria from your inventory of prospects, leads, contacts, and customers.

Establish automated notifications across departments based on business activities.

Assign leads to a “parent account” within your organization or to an external partner. Email leads to a partner or allow partners to view information inside Acumatica.

The system offers a predefined list of opportunity stages that can be applied to every type of opportunity, including Prospect, Nurture, Qualification, Development, Solution, Proof, Negotiation, and Won. Custom stages can also be created and applied.

Acumatica Mobile

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.

Outgrowing QuickBooks?

Work with the #1 QuickBooks consulting firm to help you migrate to Acumatica

Why Fourlane

Fourlane, the #1 Elite QuickBooks Solution Provider and Reseller, has helped thousands of clients with their financial systems, accounting software, and ERP system challenges. As industry and product experts for the most widely used accounting and ERP software solutions, we make sure our clients are buying the right software at the best price and recommend the best platform with a focus on our clients’ long term success.

“Fourlane’s broad expertise in all of Intuit’s products gives them the ability to provide exceptional service to QuickBooks’ users. As a QuickBooks Solution Provider, we count on solutions Fourlane provides to small- and mid-sized businesses all over the country.”

-Simon Pass, Intuit Reseller Program Sales Leader

Quickbooks Certifird Proadvisor

Consulting and Advisory

We can help with every aspect of Acumatica, including system design, inventory cleanup, business process, workflows, and more.

Data Conversion and Migration

With thousands of QuickBooks data conversions, Fourlane is the most trusted company for moving your data to and from QuickBooks.

Setup and Implementation

Based on the scope of your project, we will jointly develop an in-depth, custom Acumatica ERP implementation plan tailored just for you.

Business process & workflows

We will analyze your current processes – what is done in Acumatica and other systems and design a workflow.

Reporting and Business Intelligence

Make more informed business decisions with key Acumatica reports, graphs and dashboards.

System Optimization and Review

We’ll review & clean up your chart of accounts, lists, items, accounts receivable, templates, inventory & more.

Customized Product Training

We’ll create customized training and documentation specific to your business, processes, and industry.

acumatcia-reseller1

Acumatica ERP Experts

We're Here To Help

Fourlane’s experienced Acumatica consultants will help you establish the overall scope and budget for your project and also advise you on how to assemble a project team to oversee a successful implementation.

Acumatica offers the flexibility of the cloud, or the security of on-premise. Their model is consumption-based, so you can add additional users and features as your business grows without automatic bumps.

  • Financial Management
  • Project Accounting
  • Customer Management
  • Distribution Management
  • Construction Accounting
  • Manufacturing & Wholesale
  • eCommerce Management
  • Field Service Management

What Our Clients Are Saying

Jonathan Miller​
Jonathan Miller
Earth Animal Ventures
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We have been working with Fourlane for over three years now. Our account representatives are Trisha Thomas and Katrina Schruber. They are both wonderful and a pleasure to work with. They have improved our inventory management and month-end process tremendously!
Shay Thieneman
Shay Thieneman
Barrell Craft Spirits
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Working with Fourlane was simply, fast and effective. I enjoyed my experience with Fourlane and would recommend them to anyone that needs software conversion. Chelsea Enos was also wonderful helping me figure out exactly what my needs would be.
Gemma Goeas​
Gemma Goeas
KniTec
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Fourlane is a stellar organization as a whole. They are in it for the long haul and it shows. Laura Davidson & her team are total rockstars - they positively revolutionized our entire accounting process. Chelsea Enos is a knowledgeable & responsive account manager. She's been very patient in the planning phase of our new ERP system. We've entrusted her and her team with the future of our business and it's been the best move we've made to date.
John Costelli​
John Costelli
Castle Merchandising
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My Quickbooks company file was enormous, with some data corruption, so we needed to migrate to a new file. Fourlane had the expertise, tools, and friendly staff to get us set up with a new file, keeping important data, and purging the old data, all with minimal downtime.  I put my company's future in Fourlane's hands, and they delivered! Thank you!
Jim Roundtree
Jim Roundtree
Cinsay
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Fourlane is helping us convert from NetSuite to Quickbooks. I'm very impressed with the professionalism and competency of everyone at Fourlane, without exception. Fourlane is assisting us with the data conversion, and they've been extremely knowledgeable and helpful. We had a short deadline and Fourlane in to make sure we were able to meet it, as well as to patiently explain the process. I can't say enough about the confidence we have in Fourlane and what a pleasure it is to work with them.
Christy Ricketts
Christy Ricketts
Contemporary Research
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We have worked with Alisha Raesz at Fourlane for over 2 years. She has helped us navigate building new QB files for two companies and has been a lifesaver is keeping our QB file up to date. We consider Alisha a part of the CR team. She is extremely professional and always willing to teach us how to make changes and updates the correct way. We can't thank Alisha and the entire Fourlane team enough for helping us organize our company so we can grow! I highly recommend Alisha if you are in need of an experienced Quickbooks professional.
James Jensen
James Jensen
Next Stage Design
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Our company has worked several times with Fourlane, and we could not be happier! They are both responsive and professional, and Fourlane constantly impresses with both the quality of the reports they produces for us, as well as the quick timelines he's able to adhere to (and beat at times!) If it was possible to give more than 5 stars I would, because that's just how satisfied we have been working with Fourlane.
JJ Luebbe
JJ Luebbe
Luebbe Companies
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Alisha Raesz of Fourlane has been a tremendous asset to our company. She has completely overhauled our accounting system and guided us to increased profits by setting up new cost coding and job tracking reports. Her knowledge of QuickBooks and professionalism have helped us rise to the next level. I just can’t say enough about Alisha and Fourlane. Thanks!!!
Kirk Rowland
Kirk Rowland
OXEN Technology
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I've been through a few different software conversions. Each of them was stressful and difficult. Fourlane made our conversion from Microsoft Dynamics Great Plains to Quickbooks Online as simple and painless as I've experienced. Every aspect was top notch. Kaylin Leland was awesome and very patient with us as our staff had varying levels or prior experience with QB. Trisha Thomas managed the project exceptionally well and was checking in frequently to make sure we were happy with every aspect. I would HIGHLY recommend Fourlane for anyone looking to transition to Quickbooks.
Steve Arendt
Steve Arendt
Teeco Solutions
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Fourlane has been instrumental in helping us streamline our accounting process. We upgraded to Quickbooks Desktop Manufacturing and Wholesale and Kaylin Leland has done a phenomenal job guiding us through the upgrade, addressing all of our issues with practical solutions and getting us to speed. She’s also been very patient with our team as we all have varying levels of experience within Quickbooks. It is always a pleasure to work with Kaylin and we are truly grateful for all of her support. Thank you!
James Narron
James Narron
Progressive Nursing Staffers
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Progressive Nursing Staffers was privileged to have Laura Walsh who made our transition from Great Plains very smooth with no glitches. Thank you Laura for your expert help in bringing us up very quickly. Laura was especially knowledgeable and had great patience.
Janet Bolton
Janet Bolton
State of Oklahoma
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We were assigned Jena to work with our file conversion process and we couldn’t have been more pleased. She was responsive to our questions and helped us tremendously from start to finish. Her confidence and professionalism made the entire process smooth and stress free.
Dan Hawley
Dan Hawley
CPA
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I was in a huge crunch with needing assistance to move accounting information off a mid range accounting software to QB for 6 clients ranging from $600K to $2.2 million overnight due to COVID 19. Fourlane has been a huge assistance as I have never used QB in the past. Fourlane has been extremely valuable and tremendous help.
Danny Matheus
Danny Matheus
Fulcrum Insurance
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Fourlane, and specifically their wonder consultant Taresa Sparks, has helped me tremendously with bringing me up to speed in QBO. No time wasted in giving me a thorough understanding of the processes and features that apply to my business. Taresa is a true QB Expert. I'm gonna hang onto this service... I have lots more to learn.
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What Our Clients Are Saying

“Fourlane is a stellar organization as a whole. They are in it for the long haul and it shows.”

Gemma Goeas - Fourlane
Gemma Goeas
KniTec

“I put my company’s future in Fourlane’s hands, and they delivered! Thank you!”

John Costelli - Castle Merchandising
John Costelli
Castle Merchandising

“I enjoyed my experience with Fourlane and would recommend them for software conversion.”

Shay Thieneman at barrell Craft Spirits
Shay Thieneman
Barrell Craft Spirits

See what's possible with Acumatica Cloud CRM software

FAQs About Acumatica CRM Software

Acumatica CRM software is a cloud-based customer relationship management (CRM) solution that helps businesses manage their interactions with prospects and customers. It offers features such as lead management, opportunity tracking, contact management, marketing automation, and customer support.

Acumatica CRM stands out for its seamless integration with the Acumatica ERP system, providing a unified platform for managing both customer relationships and business operations. It offers customizable workflows, dashboards, and reports tailored to specific industries and business needs.

Yes, Acumatica CRM is designed to serve businesses of all sizes and industries, from small and medium-sized enterprises (SMEs) to large enterprises. Its flexible configuration options and industry-specific editions make it adaptable to various industries, including manufacturing, distribution, retail, services, and more.

Yes, Acumatica CRM includes lead generation and lead management capabilities that enable businesses to capture, qualify, and nurture leads through the sales pipeline. It provides tools for tracking lead sources, assigning leads to sales representatives, and monitoring lead engagement.

Acumatica CRM helps sales teams track opportunities through the sales pipeline, from initial contact to close. It provides features for managing opportunity stages, tracking sales activities, and forecasting revenue based on pipeline visibility and historical data.

Yes, Acumatica CRM provides tools for contact management and customer segmentation, allowing businesses to organize and categorize contacts based on demographics, preferences, and interactions. It enables targeted marketing campaigns, personalized communications, and better customer engagement.

Yes, Acumatica CRM includes marketing automation features that enable businesses to create, execute, and track marketing campaigns across multiple channels. It supports lead nurturing through targeted email campaigns, drip marketing, and automated follow-ups based on predefined triggers or events.

Acumatica CRM offers customer support and service management features, including case management, ticketing, and knowledge base management. It helps businesses deliver timely and effective customer support, track service requests, and resolve issues efficiently to improve customer satisfaction.