Acumatica’s integrated CRM adapts to you so you can do business your way.
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.
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.
Sales and Marketing Automation
Provide your sales teams with a complete view of opportunities, contacts and all activities that influence the sales decision. Lead assignment and workflow help manage sales processes to improve efficiency.
- Opportunity Management
- Approvals and Workflow
- Email Templates
- Dashboards and Favorites
- Lifecycle Management
- Online Marketing
- Email Marketing
- Campaign Management
- Segmentation Tools
- Partnership Marketing
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.
Why Work With Fourlane
Fourlane is a Certified Gold Acumatica implementation partner, with over 5,000 growing businesses who have trusted us to help them choose the right software system for their company.
We have an experienced team of ERP experts ready to help make your transition as smooth as possible, whether you’ve outgrown QuickBooks or are looking for a system that can keep up with your growth. In addition to implementation and support assistance, we offer robust consulting services including system design, implementation, reporting, & more.
We are proud to offer Acumatica to our clients for its consumption-based flexible pricing model, and cloud-based ERP system, and so you can securely keep control of your data. We will help you every step of the way; sign up for a consultation to learn more.
- Financial Management
- Project Accounting
- Customer Management
- Distribution Management
- Construction Accounting
- Manufacturing & Wholesale
- eCommerce Management
- Field Service Management