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Acumatica Customer Management Suite

By Acumatica

Current Version: 3.1 
Product Description  


The Acumatica Customer Management Suite is cloud ready customer relationship management (CRM) software that can be accessed from anywhere using any popular web browser. Businesses use it to improve sales and marketing efficiency by managing leads, campaigns, lists, contacts, opportunities, and business accounts through a centralized system with advanced analytics, real-time forecasting, and reporting.

The product is integrated with the other Acumatica suites to provide all business management functions in a single, integrated system. This allows customers to collect leads using a form on their website, assign leads to a sales person based on advanced decision criteria, convert leads to opportunities, change opportunities to customer accounts, and invoice customers without losing any communication during the customer life-cycle.

The product includes reporting tools, dashboards, workflow, and file management features to streamline business processes. Detailed access controls ensure that only authorized users can see specific screens, reports, and objects. Web-based customization tools give authorized users the ability to change the appearance, business logic, and database fields associated with their deployment.

Since it is web-based, the Customer Management Suite can be deployed faster and maintained for less money than traditional client-server applications. The product is designed to be installed on-premise, hosted at a datacenter, or deployed on a cloud computing platform.

Contact Information
Support: phone: 703-873-7570
Sales & Marketing: phone: 703-873-7570
Target Customer Profile:  
Medium sized businesses:
- $1M - $100M in annual sales
- 10 - 5,000 employees

Best suited for businesses which:
- have several offices or remote workers
- require integration with financial systems
- require advanced lead, contact, opportunity, and case functionality
- require customized reports
- want to deploy quickly
- want to save money on ongoing maintenance and support
- want the flexibility to switch between on-premise, hosted, and SaaS deployments

Download/Demo Available: Yes 
Average Price:   $5,000-9,999
(based on a single location: 1-5 users)
Target Business Size:   Large ($25 - $100 million Revenue)
No. Installations: <25
Target Country(s):
Target Industry(s): (Horizontal)
Accounting, Legal & Professional Services
Marketing & Advertising
Software & Programming
Wholesale & Distribution
Certification Program: No
Implementation Services: Recommended
Avg. Implementation Period: 0-5 days
Support Services: Email
Person to Person Phone Support
Printed Manuals
ASP/Hosted Solution: Yes
Client Operating
IE Explorer
Fire Fox/Other Browsers
Other: Any popular browser on any OS
Server Operating
Windows 2003
Windows XP
Windows 2008
Development Tools: Microsoft Visual Studio .NET
Database(s) Supported: Microsoft SQL Server
User Interface: Web Browser
Customization: Yes
Industry Standards
ODBC Compliant
Business Functionality
General Classification: Customer Relationship Management
Functionality: Other: CRM: Case Management
System Independence: Stand-a-Lone
Additional Information:  

Integrated with Acumatica’s Financial Suite.

Visit our website ( to request a free trial.

This product integrates to the following other solutions...
Other solutions that integrate with this product...
EDI-Integrated Suite Enterprise Resource Planning (ERP)

Note: The vendor profile above for (Acumatica Customer Management Suite
) is not written by Accounting Software 411. Information is provided and maintained by the vendor Acumatica and/or by third party sources. Accounting Software 411 confirms basic company data prior to posting a profile. The above information is not a review or endorsement by Accounting Software 411 of the product.

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