Acumatica’s Customer Management (CRM) suite has always been able to provide users with a complete view of their business.  As part of a full suite of integrated business management applications (ERP), users can easily share information between marketing, sales, service and finance because the data all exists in one database.  With the upcoming release Acumatica CRM has just gotten even better.

With Acumatica 6, to be released on September 8th, 2016, the Acumatica CRM Outlook Add-In will also be available.  With the Outlook Plug-In you will be able to do the following with just one click:

• Create a lead or contact
• Add email to a contact
• Add an email to a case or opportunity
• View the contact or business account

The add-in automatically will look up the sender’s email address in CRM.  If the contact doesn’t exist you can easily mark the email as a lead, opportunity or add them as a contact.

Even within Outlook all Acumatica user permission and security rules are still enforced.  And you can still use the Microsoft Exchange Synchronization to sync contacts, tasks, events and more with Acumatica.

Be sure to check our blog for more news about the upcoming release of Acumatica 6 or contact us today for a demo!