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Acumatica's Customer Management Suite

Sales, marketing, and customer service and support automation, and it doesn’t stop there. Acumatica provides self-service access to your customers to their financial and support history and allows them to update their records and create their own support tickets through a customer portal. Get a 360-degree view of your customer and provide a more satisfying and efficient customer experience. Read more about the Acumatica Customer Management Suite.

Customer Management Suite view data sheet

Customer Portal view data sheet

The Acumatica Customer Management Suite combines a full-featured CRM with a self-service customer portal to deliver a customer management solution that comprises sales automation, marketing automation, and service and support automation with rich features like a knowledge base that allows clients to search for answers to their questions on their own and collaboration features that are easily shared to promote a team approach to customer management. The Customer Management module is integrated with the Financial module to allow for quote-to-cash management of the entire lifecycle with integrated management of leads, documents, accounts, and all information related to the client.
Read more about the Customer Management Suite Features:
Sales Automation
Integrated Marketing
Service and Support Automation

Videos:

Marketing Automation Integration

Access from Anywhere Demo

Customer Portal

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