CRM

MYOB Acumatica Customer Relationship Management (CRM) provides a fully integrated solution to manage the entire customer lifecycle—from lead acquisition to sales, fulfillment, and support. It includes tools for contact and account management, sales automation, marketing campaigns, customer support, and case management. The CRM is natively integrated with Acumatica’s ERP modules, ensuring a seamless flow of information across sales, finance, and operations. Features include lead tracking, opportunity management, email integration, workflow automation, and customer self-service portals.

Benefits Summary:

• 360-Degree Customer View: Gain complete visibility into customer interactions, history, and financial data in one system.

• Improved Sales Productivity: Automate lead management and sales processes to close deals faster and more efficiently.

• Marketing Effectiveness: Track campaign performance and segment contacts for targeted outreach.

• Enhanced Customer Service: Manage support cases with full context and faster resolution times.

• Seamless ERP Integration: Eliminate data silos and ensure consistency across sales, operations, and accounting.

• Mobile Access: Empower sales and support teams with full CRM functionality on the go.