It's all about relationships... and then tracking of commitments, tasks and the pipeline!
The Suite includes web-based Customer Relationship Management (CRM) applications for managing leads, contacts, opportunities, and customer accounts.
OPUS can help you gain the insight you need to grow your business
Why Choose Acumatica Customer Management with OPUS?
#1 ERP and CRM that work together. Customer Management (also called Customer Relationship Management) was built into Acumatica from the very beginning. It is not a loosely integrated module like so many other midmarket ERP products. From marketing, quoting, and sales to delivery and post-sales support, customer information is always up to date and accurate.
#2 Integrated content management. Acumatica provides a consolidated view of all customer records in a single database. This access to all written quotes, invoices, and support cases provides to every member of your team a 360-degree view of all customer activities and records. Address information seamlessly flows between the business account and contact forms, including different address information for contacts.
# 3 Visibility. Dashboards and reports provide real-time sales data to help your team manage forecasts, quotas, and results. Efficiently communicate and collaborate with customers through the Acumatica Customer Portal. Helpful tools give customers access to information about their interaction with your company and enable activities online.
AI-powered automation
Use artificial intelligence with machine learning to capture business card contacts using mobile image recognition. Look-up and validate addresses using Google and Bing address services.
Improve customer service
Respond rapidly to customers’ requests at any point in the sales cycle – from first contact, through sales and fulfillment, billing, and after-sale service requests. Create multiple quotes for a single opportunity. Once the customer accepts an offer, a sales order and invoice can be created based on the quote.
Quick access to important activities
Pin important activities for cases, opportunities, and leads, such as emails, tasks, notes, or phone calls, to the top of the activities list so users can quickly access and keep track of them.
360-degree view & team approach to sales
Gain a complete view of your business with integrated financials, marketing, sales and service. Learn which customers are profitable and which are not. Share information to build an effective team approach to customer management. Unlimited user pricing removes any impediment to full participation in automated workflow processes that encourage collaboration.
