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.

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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.

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Empower your staff

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


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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.


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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.

Recurring Revenue Management

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

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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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Currency Management

Conduct business globally using advanced features to support international subsidiaries, vendors, and customers.

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Cash Management

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

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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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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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What is the best way to build an ERP project team?

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What is ERP software?

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

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Which ERP software is best suited for my business’s fast-growing needs?

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Multisite Inventory and Warehouse Management combined with a modern ERP in one single solution

Choosing the Acumatica ERP for your inventory management provides you with a powerful and feature-rich tool that allows you to optimize your efficiency while easily supporting your business growth requirements.

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How to get financial assistance to implement a new ERP solution

Looking to implement an ERP solution at your company? These tax credits and government subsidies could give you the financial help you need to make it happen.

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Client Testimonials


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,

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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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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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