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.
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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.
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.