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.

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.

Download this guide

What type of service does the ACCEO ERP group offer?

Download this ressource

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.

Download this guide

Who is Acumatica ERP software made for?

Download this ressource

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.

Download this guide

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

Download this ressource

How can an ERP solution improve employee productivity?

Download this ressource

Accounts Payable

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

Download this datasheet

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.

Download this guide

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.

Download this datasheet

ERP Evaluation Checklist

Using our ERP Evaluation Checklist helps you rate ERPs around key criteria like productivity, functionality, technology, value and risk.

Download this guide

Accounts Receivable

Manage customer accounts and improve collections by automating processes and tracking receivables.

Download this datasheet
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

Read the testimonial
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

Read the testimonial
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

Read the testimonial
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

Read the testimonial

Request a consultation with our experts