Customer Relationship Management suite

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.

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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.

Acumatica Cloud ERP - Sales Manager Dashboard

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.

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 key advantages of cloud-based management software?

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Accounts Payable

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

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Overview of Acumatica Cloud ERP

The Acumatica Cloud ERP management solution allows Canadian SMBs to accelerate their growth with a user-friendly and flexible cloud-based ERP solution.

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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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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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What is the Acumatica Cloud ERP?

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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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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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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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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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customer service

Why choose Acumatica Cloud ERP for customer relationship management