Acumatica Customer Management

Growing businesses can’t become complacent. A growing staff and growing operations budget requires a growing client base. New clients, current clients—how do you keep track of it all? The right customer relationship management solution.

Flexible, powerful, and born in the cloud, Acumatica built its Customer Management solution to provide your sales staff with the visibility, insights, and integration they need to support current customers while facilitating new business initiatives.

What Makes Acumatica Customer Management Better?

When you choose Acumatica for your Customer Management platform, you receive a product that was built into the solution, not one bolted on in hindsight. This tightly integrated solution delivers functionality and visibility across all business lines, whether that’s manufacturing, distribution, project and professional services, commerce, or anything else your business needs to connect.

  • Work Smarter with a Consolidated, Readily Available, and Single Version of the Truth: Acumatica provides a consolidated view of all customer records in a single database. This access to all written quotes, invoices, and support cases provides to every member of your team a 360-degree view of all customer activities and records.
  • See the Big Picture: Dashboards and reports provide real-time sales data to help your team manage forecasts, quotas, and results. Gain a complete view of your business with integrated financials, marketing, sales and service. You’re only a few clicks away from the information your need.
  • Make Life Easy for Your Customers: Give customers access to the financial and case information you choose through an easy to set up and use Customer Self-service Portal.
  • Deliver Top Levels of Customer Service: Respond rapidly to customers’ requests at any point in the sales cycle – from first contact, through sales and fulfillment, billing, and after-sale service requests.
  • Facilitate the Quote-to-Cash Process: By connecting your ERP and CRM, you can easily multiple quotes for a single opportunity, simplify the contract creation and deliberation process, quickly send an accurate sales order and invoice, and get paid.
  • Keep Everyone on the Same Page: Provide your team with a single version of the truth, align service, sales, and marketing by sharing information, and rid yourself of communication hassles.

Features of Acumatica Customer Management

Paired with the power of Acumatica ERP, Acumatica Customer Management makes life easier for everyone—whether that’s a project manager, sales leader, marketing person, or CMO. Role-based dashboards and unlimited user pricing mean you only see what you need and pay for what you use. Among the key features of the product:


Sales Automation

Connect your entire organization and provide your team a complete view of opportunities, contacts, leads, and more. Easily set up workflows to make customer interactions easier, faster, and more affordable.


Integrated Marketing

Connect your marketing, sales, and other teams, allowing people to manage leads, improve conversions, measure campaign performance, communicate with contacts, and improve productivity. 


Service and Support Automation

Reduce response times, improve customer satisfaction, reduce support costs, and improve billing accuracy. Create a case from captured web form inquiries or manual entry. 


Customer Self-Support Portal

Furnish 24/7 customer access to account information, creation of new support cases, and the latest case updates through the on-line self-service portal.


Acumatica gives the company better business intelligence when we’re talking with our vendors and customers. It’s an accurate ERP system, not just a bookkeeping system that lacks accounting controls.

– Roger Collins, CFO (Demtech)

All This and More: Customer Management with Acumatica

Built to integrate with a variety of applications—whether they are made by Acumatica or a third-party vendor—Acumatica provides advanced functionality at a midmarket price. As a leading provider of this usable and functional application, Donas Group can help you make the most of your journey to the cloud. Get to know more about our work and contact us for a free consultation.