Customer Management

Service Management Edition>>

Key benefits

  • Customer Self-service Portal, Always on, On-line ordering

  • Integrated financials

  • Account and contact management

  • Integrated document management

  • Lead and list management

  • Salesforce and Hubspot integration

  • E-mail marketing

  • Case management; Contract management

Acumatica Cloud CRM Software Overview

Learn more
Schedule a Live Demo

Acumatica CRM Marketing Lists and Campaigns

Customer Portals – Acumatica Cloud ERP

Salesforce CRM Integration with Acumatica ERP (I)

Salesforce CRM Integration with Acumatica ERP (II)

Customer Portal – Data Sheet

  • “Always on”
  • Document sharing
  • Customer account inquiry
  • On-line ordering and API integrations
  • Customer support desk
  • Collaboration in real-time

Sales Automation

Importing Salesforce CRM leads

Customer Self-Service Portal (Example)

Support and Case Management Automation