Acumatica CRM Software
The Acumatica CRM software is a web-based on-basis sales force automation system, and offers integrated marketing and service capabilities for small types of businesses. It can serve the needs of expert services, hospitality, banking, marketing, as well as other vertical markets since it is horizontal in nature. Well, you can also configure the system security settings in order to handle the user access to a certain field, reports, and information records.
The Acumatica CRM software also delivers a comprehensive suite of business system applications with dashboards, integrated document management, reporting tools, robust customization tools, as well as the centralized security. Again, all applications are based on web. In other words, users of this software, as long as they have the appropriate privileges, can access the software from any computer with the use of all common web browsers. As a matter of fact, the server software can be hosted in the datacenter or installed on client premises.
Do you know that the Acumatica CRM Cloud ERP has three suites? Yes, that’s true and it includes the financial management suite, distribution management suite, and the project accounting suite. In the Acumatica Financial Management Suite, this includes a core of a set of applications which is used by approximately every business. These is developed for businesses with difficult requirements but are accessible in smaller businesses. The modules in this suite are integrated with each other and with other Acumatica Suites.
In the Acumatica Distribution Management Suite, it is an attached module to the Financial Management Suite for handling the difficulties of distribution like ordering, purchasing, inventory, tracking, delivering customer support, and filling orders. This suite if integrated with the interior financial modules in order to deliver immediate measurements of profitability by product line, warehouse, business unit, as well as location. When integrating to the CRM, this only ensures that your whole business has the visibility into your distribution methods.
In the case of the Acumatica Project Accounting Suite, this suite handles the inventory, budgeting, billing, time sheets, reporting, and profitability for individual business plans. The features of this suite are integrated with the accounts payable, general ledger, purchase orders, employee portal, accounts receivable, inventory management, as well as sales orders.
More importantly, the Acumatica CRM software offers a robust set of content management tools that allows the data and the document to share among all users of the system. In that way, information can now be organized as articles and support documents that can be published online. These tools easily integrate with all Acumatica products offering the single data space across the business.
Aside from that, the Acumatica CRM software also incorporates a set of general purpose reporting tools. These tools can be used to deliver personalized point of view of your business to every department in your company. With this tool, reports can now be tailored in order to meet the needed information on all roles and people in your company. The reports are delivered immediately and include only customers, accounts, and information wherein users are allowed to see.
