Customer Management

The Acumatica Customer Management module delivers a customer relationship management (CRM) solution which automates your sales processes so you can respond faster to customers and partners or allow them to self-serve on-demand. Workflow and security allow you customise approvals to match your sales process while managing permissions for each screen object and customer account. Automate sales, marketing, and customer service to close more sales. Improve customer loyalty by utilizing a self-service Customer Portal which provides easy access to often-requested information.

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Features

360-degree view

Gain a complete view of your business with integrated financials, marketing, sales and service.

Empower your customers

Give customers access to the financial and case information you choose through your Customer Self-service Portal.

Team approach to sales and service

Share information to build an effective team approach to customer management.

Improve customer service

Respond rapidly to customers’ requests at any point in the sales cycle – from first contact, through sales and fulfilment, billing, and after-sale service requests.

CRM add-In for Microsoft Outlook

Search for existing leads, contacts, and employees in CRM using 1-click access to an existing contact with incoming and outgoing email in Outlook.

Track campaign expenses

Track expenses and revenue related to a marketing campaign (requires the Acumatica Project Accounting module).

Client Testimonials

"Computime were selected to implement a Group Financial and Management Accounting System based on Infor SunSystems. Originally designed to run 75 users, the system will eventually host an excess of 100 users and support all GO companies across a Citrix-enabled WAN. As an extension to the core Financial Management project, Computime were entrusted with the implementation of a procurement management solution – addressed by iRIX. The system is being used by tens of users within GO and handling thousands of purchasing transactions per month."

Chris Vella - Systems Support Specialist - GO plc

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