Why Acumatica CRM is Viable for Your Business?
#1 An Integrated Business Management Solution – Acumatica Customer Relationship Management (CRM) is tightly integrated into ERP solution with a multitude of suites for marketing, sales orders, invoicing, and flow of information with real-time coordination to keep customers and workforce informed at all levels.
#2 Comprehensive View of Business Activities – Customers can access information and track records from a single centralised location. Users can have a consolidated view of customers, sales information, and predictions through customised dashboards and reports that boost team collaboration and overall efficiency.
#3 Real-Time Visibility – Through Acumatica Customer Portal, users can access customer contacts and communicate with them smoothly. The system comes with advanced tools and functionality that allows users to gain comprehensive visibility into insights and reports to make a better-informed decision.
Acumatica CRM – Key Features and Functionality
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Benefits of Acumatica Customer Relationship Management
Attain a real-time and comprehensive view of business activities through integrated modules like financials, sales, field service, and customer support.
Users can proactively answer customers’ queries at any step of the process regarding sales, fulfilment, invoicing, and after-sale service and support.
You can create several quotes for customers. When a customer agrees to an offer, you can seamlessly create a sales order and invoice based on the quote.