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— Acumatica CRM —

The Role of Acumatica CRM in Driving Business Growth

Dive deep into Acumatica CRM and discover if it’s the perfect fit for your business.

Strong customer relationships are critical for business nowadays. Acumatica CRM helps companies of all sizes create great customer experiences. What Is Acumatica CRM and How Can It Help Your Business? This guide will explain what Acumatica CRM is and how it can help your company.

Select below and find the best fit for your sales team’s SUCCESS.


About Acumatica CRM

Who Uses it



Pros & Cons



What Is Acumatica CRM?

Acumatica CRM is a cloud-based CRM software that provides companies with a unified place for managing the customer journey. From the initial lead to nurturing relationships and supporting customers after the sale, Acumatica CRM simplifies processes and helps teams build customer loyalty.

Who Uses Acumatica CRM?


If you’re looking for a CRM solution that can grow with your business and adapt to your needs, then Acumatica CRM might be a good fit. It’s designed for businesses of all kinds. Here’s a look at some of the types of businesses that can benefit from Acumatica CRM’s features:

  • Small and medium-sized businesses (SMBs): SMBs looking for a cost-effective and user-friendly CRM solution to centralize customer data and interactions will find Acumatica CRM a great fit.
  • Enterprise businesses: Larger companies with lots of customers can really benefit from Acumatica CRM’s great features and ability to handle a lot of customer interactions.
  • Businesses in specific industries: Acumatica CRM has customization options that can be tailored to the specific needs of various industries, such as manufacturing, distribution, and professional services.



Acumatica CRM uses a subscription-based pricing model. The price depends on what you need. It’s best to get in touch with Acumatica directly to get a quote that’s right for your business.

Key Features


Acumatica CRM has a full set of tools to help businesses build better relationships with their customers. Here are some of the main things you need to know:

  • Contact Management: You can create, manage, and centralize all customer information in one place.
  • Lead Management: Get leads, qualify them, and turn them into loyal customers.
  • Sales Automation: Automate the boring stuff that comes with the sales cycle so your sales team can focus on closing deals.
  • Customer Service Management: Give your customers the best support you can with features like ticketing, case management, and self-service portals.
  • Marketing Automation: Design and run targeted marketing campaigns to keep leads interested and customers engaged.
  • Reporting and Analytics: Get insights into how customers behave and track key performance indicators (KPIs) to make your sales and marketing strategies better.


    Implementation and Support


    Acumatica has a wonderful network of certified partners who are ready and willing to help you get up and running with Acumatica CRM. Plus, Acumatica has support resources you could possibly need, including online documentation, training materials, and a customer support team.

    Remember, the best way to determine their specific support options is to check their website or contact them directly.

    Pros & Cons


    • Scalability: Adapts to the evolving needs of growing businesses.
    • Customization: Offers flexibility to tailor the solution to specific business requirements.
    • Integration: Integrates seamlessly with other Acumatica ERP modules for a holistic business view.
    • User-Friendly Interface: Provides an intuitive and easy-to-use interface for a smooth learning curve.


    • Learning Curve: While user-friendly, some advanced features may require initial training for optimal utilization.
    • Pricing: Subscription-based pricing might be a consideration for budget-conscious businesses.

          Alternatives to consider

          Several CRM solutions cater to various business needs. Here are a few alternatives to Acumatica CRM:

          Acumatica CRM seamlessly integrates with other Acumatica ERP modules, such as finance, inventory management, and project management. This enables a unified view of your business operations and facilitates data exchange between departments.


            There aren’t that many user reviews for Acuity CRM because it’s a pretty niche product. However, the reviews that are out there generally say it has all the features you need and can make your workflows a lot more efficient. Some users say it takes a bit more time to learn and that it might cost more than simpler CRMs.

            Ericson Da Silva.

            Ericson has been Working on with CRM and Marketing Automation since 2013 with clients all over the US, UK, Switzerland, Norway, China and Spain. If you have any questions or you want someone to help you implement your CRM solution, you can book a FREE consultation here.