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.
Acumatica Cloud ERP
Acumatica's integrated CRM adapts to you
Acumatica CRM Benefits
Marketing, sales, delivery, and finance all work together and your system stays accurate
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 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.
Work with the #1 QuickBooks consulting firm to help you migrate to Acumatica
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
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
What Our Clients Are Saying
“Fourlane is a stellar organization as a whole. They are in it for the long haul and it shows.”
“I put my company’s future in Fourlane’s hands, and they delivered! Thank you!”
“I enjoyed my experience with Fourlane and would recommend them for software conversion.”