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Customer Relationship Management

 

The Acumatica Customer Management module delivers a customer relationship management (CRM) solution which automates your sales processes so you can respond faster to customers and partners or allow them to self-serve on-demand. Workflow and security allow you customise approvals to match your sales process while managing permissions for each screen object and customer account. Automate sales, marketing, and customer service to close more sales. Improve customer loyalty by utilizing a self-service Customer Portal which provides easy access to often-requested information.

Business Benefits

  • Manage your customers
  • Empower your customers
  • Accessible from anywhere
  • Improve profitability
  • Team approach to sales and service

 

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