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.

What can ACCEO do for my business? What business sectors do you support?

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Should I move my ERP to the cloud?

This guide gives you a few things to consider when deciding on a cloud-based system, including:

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

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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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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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Inventory Management

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

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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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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 Acumatica ERP modules do you offer?

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Customer Management

Generate more leads and improve customer loyalty by integrating sales, marketing and customer service with your financial reports.

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Who is Acumatica ERP software made for?

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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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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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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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