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.

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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.

Business Intelligence: more than a dashboard

Our guide "Business Intelligence: More Than a Dashboard" provides insights on how to leverage BI to build customized reports.

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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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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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What is the Acumatica Cloud ERP?

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

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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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What is ERP software?

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Inventory Management

Improve customer service and profitability with real-time access to available inventory, inventory in transit, and inventory costs.

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When is it time to replace your ERP system?

Your ERP system is the heart of your business and no one expects to need a heart transplant. However, if your software can't meet the needs of the business, restricts your operations or hinders customer service, then it's time to replace it.

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Project Management

Manage budgets, inventory, timesheets, invoicing and reporting for projects with multiple employees, multiple tasks and various equipment.

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What type of service does the ACCEO ERP group offer?

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What is the cloud?

What is the cloud? Cloud computing is currently a widely-hyped technology, but do you really know how your business can benefit from cloud-hosted applications? Read our background paper, which will help you make informed IT decisions. It explains everything you need to know about cloud computing.

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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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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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