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.
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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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Who is Acumatica ERP software made for?

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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 to find out which ERP best fits your needs

While it may be true that ERP systems have similarities, the devil is really in the details. The differences are what makes the system appropriate, usable, and beneficial to your organization and its specific needs. In this guide, we explain how to decide which ERP system best fits your company.

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

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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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8 reasons to use an ERP solution rather than a spreadsheet for inventory management

After consulting our guide, “8 reasons to use an ERP solution rather than a spreadsheet for inventory management,” you’ll understand that a management solution has a leg up on spreadsheets.

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Cash Management

Manage daily transactions, balances, funds transfers and bank account reconciliation.

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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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Sales Order Management

Reduce costs and improve vendor relationships by automating and centrally managing your global purchasing processes. Streamline your procurement processes to ensure a steady supply of materials.

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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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Should I move my ERP to the cloud?

This guide gives you a few things to consider when deciding on a cloud-based system, including:

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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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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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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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