Acumatica CRM is fully embedded into Acumatica’s financial modules. Here are some key features and functionalities typically associated with Acumatica’s CRM module:

• Contact Management: Acumatica CRM allows you to store and manage detailed information about your contacts, including customers, leads, and prospects. This information can include contact details, communication history, and relevant notes.
• Sales Automation: You can use Acumatica CRM to automate various aspects of the sales process, such as lead assignment, opportunity management, and sales forecasting. It helps streamline your sales efforts and provides visibility into the sales pipeline.
• Marketing Campaigns: The CRM module enables you to plan, execute, and track marketing campaigns. You can segment your customer and prospect lists, send email campaigns, and analyze campaign performance to improve your marketing strategies.
• Customer Support and Service: Acumatica CRM often includes features for managing customer support and service requests. This can involve case management to assist customer service teams in providing timely and effective support.
• Integration: Acumatica’s CRM module is designed to seamlessly integrate with other modules within the Acumatica ERP system, such as financials, inventory management, and order processing. This integration ensures that data is shared across your organization, reducing redundancy and improving efficiency.
• Mobile Access: Many modern CRM solutions, including Acumatica, offer mobile apps or mobile-friendly interfaces, allowing your sales and support teams to access CRM data and perform tasks while on the go.
• Analytics and Reporting: Acumatica CRM typically provides reporting and analytics tools that allow you to track and measure various aspects of your customer interactions, sales performance, and marketing campaigns.
• Customization: Acumatica CRM is often highly customizable, allowing businesses to tailor the system to their specific needs. You can create custom fields, workflows, and forms to match your unique business processes.
• Security: Data security is a critical aspect of CRM systems. Acumatica typically offers security features, role-based access controls, and data encryption to protect sensitive customer information.
• Scalability: Acumatica is designed to scale with your business as it grows, making it suitable for both small and large enterprises.

Is your business interested in a fully integrated customer relationship management system? Please reach out to Polaris Business Solutions for more information; info@polaris-business.com. We would love to show you a full demo of Acumatica and how the modules are fully integrated.