Acumatica CRM Software
Close more deals with Acumatica ERP
Acumatica CRM works seamlessly with your back end accounting systems so you can track spend by customers, view the pipeline, and make better business decisions.
Get a Free Consultation
Acumatica Cloud ERP
Acumatica's integrated CRM adapts to you
ERP and CRM that work together
The CRM was built into Acumatica from the very beginning. This means it integrates seamlessly with the full ERP. Marketing, sales, delivery, and finance all work together and your system stays accurate.
Integrated content management
All your customers are viewable from within a single database. This high-level view of quotes, invoices, and lead status provides every member of your business with executive insight into consumer happiness.
Visibility
Reports and real-time dashboards provide sales data to help your team manage forecasts, quotas, and results. And your customer service team can track tickets and engagements easily through the Acumatica Customer Portal.
Acumatica CRM Benefits
Marketing, sales, delivery, and finance all work together and your system stays accurate
Identify Your Ideal Customers
Find your most (and least) profitable clients and enroll them in custom marketing funnels.
Improve Customer Service
Respond faster and track engagements more efficiently, leading to happier customers who spend more.
Team Approach To Sales
Share knowledge across your entire sales and marketing department.
Integrated Reporting Engine
Produce beautiful reports in HTML, PDF, Excel, and Word formats.
Interactive Dashboards
Create a one-page dashboard that allows you instant insights into your customer data.
Integrated financials
Keep your sales, marketing, and finance team in sync by sharing sales forecasting and collections data.
Account and Contact Management
Convert leads into accounts linked to contacts, activities, tasks, opportunities, cases, and documents.
Lead Management
Aggregate your leads from a variety of sources and track which convert best and who should service them.
Integrated Document Management
Attach estimates, sales orders, and notes to leads and opportunities.
Contract Management
Manage your contracts and service plans at the customer level to ensure proper support is always provided.
Online Ordering
Resellers and customers can view inventory and place orders themselves—speeding up the ordering process for low-touch revenue.
Email Marketing
Manage newsletters, email campaigns, and customer communication from with Acumatica CRM.
Acumatica Pricing
Consumption Based ERP Pricing
Acumatica ERP pricing lets you add casual users, suppliers, and customers without paying for additional licenses. The cost to you is based on the features and resources that you use, not the number of users who access the system. The price is determined by three factors:
- What applications do you want to use?
- What type of license are you considering: SaaS Subscription, Private Cloud Subscription, or Private Perpetual License?
- What is your projected level of consumption based on the volume of your business transactions and data storage?
Acumatica CRM Features
Collaborate on deals, task assignments, and activities. Automatically link sales orders and quotes to opportunities without manual intervention, preventing re-entry and enabling finance to quickly generate an invoice when the deal is closed.
Assign leads to internal and external users. Empower partners to manage accounts (with access controls) and include all sales channels in consolidated reports.
Use workflow to manage approvals mandated by your sales processes. Restrict rights to specific customer accounts for information security. Establish automated notifications across departments based on business activities.
Ensure consistency with branding guidelines. Create emails for contacts, employees, and leads with predefined, brand-consistent templates and send features for automatic distribution. Automatically track email responses.
Create announcements and default dashboards for each salesperson to match their individual needs. Dashboards and Favorites link salespeople to real-time information delivered in tabular or graphical form.
Configure rules to check for duplicate contacts and leads with warnings prior to creating new records.
Use configurable side panels to quickly access related record information for business accounts, contacts, opportunities, sales orders, or support cases without navigating away from the screen. Create and manage events from one screen with convenient side panel.
Create and manage customer and prospect accounts and contacts. Use artificial intelligence with machine learning to capture business card contacts using mobile image recognition. Convert leads into business accounts and contacts linked to activities, tasks, opportunities, cases, and documents.
Track clients through prospecting, closing, and up-selling on a single, integrated system. Maintain a complete history of communication and offers to eliminate confusion and improve conversion rates.
Integrate marketing activities with billing and financial data to determine campaign response and profitability. Associate various documents — such as sales orders, invoices, bills, and purchase orders — with campaigns to track actual costs and actual revenue. Support multiple base currencies in one tenant.
Create customized landing pages to capture leads from your website, online advertising, direct mail, or other sources.
Collect information for different lead types and custom-defined attributes to effectively target market segments. Create and maintain marketing lists by applying specific criteria to existing contact lists or combining groups of lists.
Track campaign costs and revenues by selecting specific lists or criteria from your inventory of prospects, leads, contacts, and customers.
Establish automated notifications across departments based on business activities.
Assign leads to a “parent account” within your organization or to an external partner. Email leads to a partner or allow partners to view information inside Acumatica.
The system offers a predefined list of opportunity stages that can be applied to every type of opportunity, including Prospect, Nurture, Qualification, Development, Solution, Proof, Negotiation, and Won. Custom stages can also be created and applied.
Acumatica Mobile
Acumatica On-the-Go
Acumatica is available in-browser, accessible on any internet-enabled device. This means automatic updates, no IT maintenance budget, and easy insights no matter where you are. Easily create and send invoices, approve time sheets, and view reports, from the convenience of your mobile device.
Employees and contractors can enter time and expenses on any Apple or Android device using the Acumatica Mobile App and attach photos of receipts. Workflows route completed reports for approvals on managers’ mobile device.
Outgrowing QuickBooks?
Work with the #1 QuickBooks consulting firm to help you migrate to Acumatica
Why Fourlane
Fourlane, the #1 Elite QuickBooks Solution Provider and Reseller, has helped thousands of clients with their financial systems, accounting software, and ERP system challenges. As industry and product experts for the most widely used accounting and ERP software solutions, we make sure our clients are buying the right software at the best price and recommend the best platform with a focus on our clients’ long term success.
“Fourlane’s broad expertise in all of Intuit’s products gives them the ability to provide exceptional service to QuickBooks’ users. As a QuickBooks Solution Provider, we count on solutions Fourlane provides to small- and mid-sized businesses all over the country.”
-Simon Pass, Intuit Reseller Program Sales Leader
Consulting and Advisory
We can help with every aspect of Acumatica, including system design, inventory cleanup, business process, workflows, and more.
Data Conversion and Migration
With thousands of QuickBooks data conversions, Fourlane is the most trusted company for moving your data to and from QuickBooks.
Setup and Implementation
Based on the scope of your project, we will jointly develop an in-depth, custom Acumatica ERP implementation plan tailored just for you.
Business process & workflows
We will analyze your current processes – what is done in Acumatica and other systems and design a workflow.
Reporting and Business Intelligence
Make more informed business decisions with key Acumatica reports, graphs and dashboards.
System Optimization and Review
We’ll review & clean up your chart of accounts, lists, items, accounts receivable, templates, inventory & more.
Customized Product Training
We’ll create customized training and documentation specific to your business, processes, and industry.
Acumatica ERP Experts
We're Here To Help
Fourlane’s experienced Acumatica consultants will help you establish the overall scope and budget for your project and also advise you on how to assemble a project team to oversee a successful implementation.
Acumatica offers the flexibility of the cloud, or the security of on-premise. Their model is consumption-based, so you can add additional users and features as your business grows without automatic bumps.
- Financial Management
- Project Accounting
- Customer Management
- Distribution Management
- Construction Accounting
- Manufacturing & Wholesale
- eCommerce Management
- Field Service Management
What Our Clients Are Saying
Fourlane is a stellar organization as a whole. They are in it for the long haul and it shows. They positively revolutionized our entire accounting process. They’ve been very patient in the planning phase of our new ERP system. We’ve entrusted Fourlane with the future of our business and it’s been the best move we’ve made to date.
Gemma Goeas
We have been working with Fourlane for over three years now. They are wonderful and a pleasure to work with. They have improved our inventory management and month-end process tremendously!
Jonathan Miller
My Quickbooks company file was enormous, with some data corruption, so we needed to migrate to a new file. Fourlane had the expertise, tools, and friendly staff to get us set up with a new file, keeping important data, and purging the old data, all with minimal downtime. I put my company’s future in Fourlane’s hands, and they delivered!
John Costelli
Fourlane helped us convert from NetSuite to Quickbooks. I’m very impressed with the professionalism and competency of everyone at Fourlane, without exception. Fourlane is extremely knowledgeable and helpful. We had a short deadline and Fourlane in to make sure we were able to meet it, as well as to patiently explain the process.
Jim Roundtree
See what's possible with Acumatica Cloud CRM software
FAQs About Acumatica CRM Software
Acumatica CRM software is a cloud-based customer relationship management (CRM) solution that helps businesses manage their interactions with prospects and customers. It offers features such as lead management, opportunity tracking, contact management, marketing automation, and customer support.
Acumatica CRM stands out for its seamless integration with the Acumatica ERP system, providing a unified platform for managing both customer relationships and business operations. It offers customizable workflows, dashboards, and reports tailored to specific industries and business needs.
Yes, Acumatica CRM is designed to serve businesses of all sizes and industries, from small and medium-sized enterprises (SMEs) to large enterprises. Its flexible configuration options and industry-specific editions make it adaptable to various industries, including manufacturing, distribution, retail, services, and more.
Yes, Acumatica CRM includes lead generation and lead management capabilities that enable businesses to capture, qualify, and nurture leads through the sales pipeline. It provides tools for tracking lead sources, assigning leads to sales representatives, and monitoring lead engagement.
Acumatica CRM helps sales teams track opportunities through the sales pipeline, from initial contact to close. It provides features for managing opportunity stages, tracking sales activities, and forecasting revenue based on pipeline visibility and historical data.
Yes, Acumatica CRM provides tools for contact management and customer segmentation, allowing businesses to organize and categorize contacts based on demographics, preferences, and interactions. It enables targeted marketing campaigns, personalized communications, and better customer engagement.
Yes, Acumatica CRM includes marketing automation features that enable businesses to create, execute, and track marketing campaigns across multiple channels. It supports lead nurturing through targeted email campaigns, drip marketing, and automated follow-ups based on predefined triggers or events.
Acumatica CRM offers customer support and service management features, including case management, ticketing, and knowledge base management. It helps businesses deliver timely and effective customer support, track service requests, and resolve issues efficiently to improve customer satisfaction.
