Acumatica CRM

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.