Acumatica Customer Management Suite
By Acumatica
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Current Version: |
3.1 |
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Product Description |
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The Acumatica Customer Management Suite is cloud ready customer relationship management (CRM) software that can be accessed from anywhere using any popular web browser. Businesses use it to improve sales and marketing efficiency by managing leads, campaigns, lists, contacts, opportunities, and business accounts through a centralized system with advanced analytics, real-time forecasting, and reporting.
The product is integrated with the other Acumatica suites to provide all business management functions in a single, integrated system. This allows customers to collect leads using a form on their website, assign leads to a sales person based on advanced decision criteria, convert leads to opportunities, change opportunities to customer accounts, and invoice customers without losing any communication during the customer life-cycle.
The product includes reporting tools, dashboards, workflow, and file management features to streamline business processes. Detailed access controls ensure that only authorized users can see specific screens, reports, and objects. Web-based customization tools give authorized users the ability to change the appearance, business logic, and database fields associated with their deployment.
Since it is web-based, the Customer Management Suite can be deployed faster and maintained for less money than traditional client-server applications. The product is designed to be installed on-premise, hosted at a datacenter, or deployed on a cloud computing platform.
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