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.

ERP Evaluation Checklist

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

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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 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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The 7 Hidden Costs of ERP Implementation

The last thing you want is for the quote in your hand to be a much lower number than you actually end up spending. Some expenses can be obvious, like hardware, software licence fees, maintenance—while others you didn’t even see coming.

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What are the advantages of a cloud ERP software?

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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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Requisition Management

Simplify complex requisition processes involving multiple vendors, sales quotes, and approvals.

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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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Choosing an ERP Implementation Partner

The success of your ERP implementation rests on who you work with. As if choosing the right software isn’t hard enough, you also have to pick the right implementation partner. This guide will allow you to learn more about four critical qualities to consider when making your choice.

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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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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

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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Why choose Acumatica Cloud ERP for customer relationship management