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.

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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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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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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Requisition Management

Simplify complex requisition processes involving multiple vendors, sales quotes, and approvals.

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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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Recurring Revenue Management

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

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

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Accounts Payable

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

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What type of service does the ACCEO ERP group offer?

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ERP Go-Live Strategies

Going live with your new ERP system is exciting. It can also be stressful and complicated, but it doesn’t have to be. Working with the right ERP implementation partner should put your mind at ease. Choosing the right launch strategy helps too.

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Who is Acumatica ERP software made for?

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Building the best ERP project team

Flying by the seat of your pants can certainly be fun, but it rarely gives good business results. When it comes to ERP implementation, choosing the right people to carry out the project is fundamental. This guide will show you the importance of an executive sponsor, a strong leader, clear objectives, and sufficient budget and resources to make your team run smoothly.

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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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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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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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