Why choose Acumatica Cloud ERP for customer relationship management

Designed for companies with complex needs, yet simple to use by small SMBs, Acumatica Cloud ERP for Customer Relationship Management is a CRM solution based on a stable, easy-to-use and modern platform.

The Customer Relationship Management suite is fully integrated with the Financial Management, Project Management and Distribution Management suites. It integrates customer relationship management (CRM) applications to handle leads, opportunities and customer accounts.

Advantages of the Customer Management suite for your business

By selecting Acumatica Cloud ERP for customer relationship management of your small business or multinational corporation, you are providing it with a powerful, feature-rich tool that will allow all your colleagues to work even more efficiently and that will easily adapt to your company’s growth.

Gain a 360 degree view

Form a complete view of your business with integrated financials, marketing, sales, and service information. Learn which customers are profitable and which are not.

Enhance your customer service

Respond rapidly to customers’ requests at every point in the sales cycle – including first contact, sales and fulfillment, billing, and after-sale service requests.

Empower your staff

Share information with staff to build an effective team approach to sales and service.

 

Streamline contact management

Gain one-click access to existing contacts with our CRM add-in for Microsoft Outlook. Create new leads and contacts from your inbox.

 

Manage your business more efficiently

Streamline operations, automate processes, and control workflows easily with Acumatica Cloud ERP. Access the system from anywhere with an Internet connection, including tablets.

Documentation Center

Discover all the benefits of ACCEO ERP for Customer Relationship Management of your small business or corporation.
Download our product sheets, read white papers and guides, watch our short videos.

Accounts Payable

Track money owed, available discounts, due dates, and cash requirements.

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General Ledger

Gain instant access to timely, accurate financial data with comprehensive, flexible reporting and analysis.

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8 benefits of a cloud ERP solution

In “8 benefits of a cloud ERP solution,” we discuss the many benefits of using a cloud management solution.

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5 tools for inventory management

Do you want to control costs and improve your company's performance? Inventory management is a must for many businesses, particularly in manufacturing and wholesale distribution. This area of the business is the most likely to be computerized, and is therefore the core of any ERP or CRM system.

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The 7 Hidden Costs of ERP Implementation

The last thing you want is for the quote in your hand to be a much lower number than you actually end up spending. Some expenses can be obvious, like hardware, software licence fees, maintenance—while others you didn’t even see coming.

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Purchase Order Management

Improve ordering, fulfillment, and delivery processes by giving sales and service personnel real-time data so your customers order more often and receive better service.

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10 tips for smarter ERP system selection

Selecting the right ERP system for your business is a delicate process which must be given special attention. Fortunately, there is a smart way to assess various ERP solutions to select the one that will best meet your business needs.

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What are the key advantages of cloud-based management software?

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Fixed Asset Management

Create accurate financial reports, maximize tax benefits, and meet compliance requirements.

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Project Accounting

Manage your budgets, time sheets, inventory, invoicing and reports efficiently and precisely with Acumatica Cloud ERP.

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What is the difference between an ERP and an accounting software?

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What is the cloud?

What is the cloud? Cloud computing is currently a widely-hyped technology, but do you really know how your business can benefit from cloud-hosted applications? Read our background paper, which will help you make informed IT decisions. It explains everything you need to know about cloud computing.

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La Corporation des concessionnaires automobiles du Québec (CCAQ)

Client Testimonials

La Corporation des concessionnaires automobiles du Québec (CCAQ)

One year later, we are very satisfied with the return on investment delivered by the Acumatica ERP solution (time savings, cost reductions, and enhanced control).

Stéphane Lirette CPA, CA,
Vice President Finance

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Indyeva

Client Testimonials

Indyeva

Within the context of COVID-19 confinement and telecommuting, Acumatica’s cloud computing platform has made us more agile and allowed our company to
continue to operate as usual with a decentralized workforce.

Jean-Pierre Ferrandez,
CEO

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Membres du Groupe Blanchette

Client Testimonials

The Groupe Blanchette

The ACCEO team’s ongoing expert guidance and methodological approach allowed us to implement the project on time and on budget, even within the confines of remote work. One year on, we are very satisfied with the return on our investment in the Acumatica solution (time saving, cost reduction, control systems). The solution has eliminated most of the inherent issues in our old accounting software.

Hubert Lelievre, CFO,
Groupe Blanchette – Master Franchisor

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Groupe Germain Hôtels

Client Testimonials

Groupe Germain Hôtels

We wanted to develop a partnership with an experienced supplier that we could trust. During our meetings with the entire ACCEO ERP team, we found that our cultures were compatible and that we had chemistry. 

Annie Landry,
Vice-President Finance

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