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.

Acumatica Cloud ERP supports growing Quebec SMBs

Check out our free guide to learn the reasons why you should recommend Acumatica Cloud ERP to the owners of growing SMBs.

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How can an ERP solution help my SME be more profitable?

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Recurring Revenue Management

Maximize revenue opportunities through improved cash flow, highly accurate billing, and superior customer service.

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Accounts Payable

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

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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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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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How an ERP solution can improve employee productivity

Consult our guide “How an ERP solution can improve employee productivity” to learn how ERP software can help stimulate productivity at your company.

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How an ERP can help your SMB be more profitable

After consulting our guide, you’ll understand that a management solution can help companies improve their financial performance.

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Distribution Management

Improve cash flow and optimize inventory levels. Process large volumes of shipments using predefined and automated rules.

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Who is Acumatica ERP software made for?

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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 are the benefits of the Acumatica Cloud ERP? Why choose Acumatica ERP?

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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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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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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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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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