Maximizing CRM capabilities in Acumatica ERP
If you’re serious about growing your business, you know that managing customer relationships, tracking leads, and automating sales workflows can make or break your success. With Acumatica ERP, you get a unified solution that connects your financials, operations, and customer data in one system.
Here’s how Acumatica helps you boost your CRM strategy, speed up your sales, and improve lead tracking without creating data silos or duplicating work.
1. Unified Customer Relationship Management
Acumatica’s Customer Management module gives you a single, real-time view of every customer and prospect. That means contacts, opportunities, quotes, and support cases all live in one place. No more switching back and forth between your ERP and standalone CRM tools.
This unity gives your team more context: sales sees financial history, support sees order details, and marketing sees engagement. Everyone works off the same, up-to-date data.
The system even supports a customer self-service portal, where customers can check their account, view invoices, and open support cases.
2. Sales Automation for Faster, Smarter Deals
Manual tasks slow your sales team down. That’s where Acumatica’s Sales Automation comes in. It streamlines lead assignment, opportunity management, and quote to order workflows so your team can work more efficiently.
Here are some of its key capabilities:
Automatic lead routing: leads from your website or lists get automatically assigned based on your rules.
Opportunities linked to quotes and orders: when a quote is accepted, the system can automatically convert it into a sales order which minimizes double data entry.
Workflow-based approvals: you can configure automatic workflows for deal approvals, task assignments, and notifications.
Centralized document management: attach proposals, contracts, and other sales docs directly to leads or opportunities.
Sales dashboards and reporting: track pipeline progress, close rates, and team performance in real time.
Because sales data is integrated with finance, everyone stays aligned. Forecasts, invoices, commissions are all sourced from live ERP data.
3. Lead Tracking and Qualification
Keeping track of leads is easy in Acumatica. You can manage them systematically, qualify them, and distribute them intelligently.
Lead capture comes from multiple sources — web forms, purchased lists, or events — and feeds directly into Acumatica.
You can automatically assign leads to reps based on rules like geography, product interest, or campaign.
Once a lead is in the system, you can convert it into a business account or contact and link it to opportunities or activities like tasks and calls.
With the HubSpot Connector, you can also sync leads, prospect engagement, and campaign data between your marketing system and Acumatica.
This makes sure the leads your marketing team generates stay active and actionable in your CRM, and your sales team is always following the right ones.
4. Integrated Marketing + Campaign Management
Acumatica ERP supports marketing too. Its Integrated Marketing module lets you run campaigns, track responses, and tie marketing activity directly into your CRM/ERP processes.
You can:
Capture leads from web forms, event lists, or purchase lists.
Build segmented lists and run email campaigns using built-in templates.
Use the HubSpot Connector to organize marketing campaigns and send MQLs to your sales team automatically.
5. Service Automation and Customer Support
Acumatica’s CRM also helps with customer support via its Service and Support Automation module.
With this, you can:
Create and manage customer support cases, escalate them automatically, and assign them based on your rules.
Link support cases to customer contracts or service plans so you can bill correctly.
Give your customers a self-service portal where they can view open cases, invoices, and account details.
Use built-in workflows and email templates to respond faster, escalate issues, and keep your team aligned.
The support module is part of the same system so your customer info is always up-to-date and unified.
6. Better Insights with Real-Time Reporting
Everything in Acumatica CRM ties back to your ERP, so you get real-time dashboards and reports across sales, marketing, and service.
You can track:
Lead conversion rates
Sales pipeline stages
Revenue by product or region
Campaign ROI
Customer support case load and response times
These insights help you make smarter decisions on what to push, where to invest, and how to improve customer satisfaction.
Why This Matters
Many companies treat CRM as a separate afterthought, but with Acumatica’s unified ERP + CRM, your data stays consistent and your teams stay aligned.
For small and mid-sized businesses, this means less manual work, better collaboration, and faster insight without paying for a standalone CRM system or building custom integrations.
Putting everything on one platform reduces risk, boosts transparency, and helps you scale smarter.
If your business cares about relationships, sales velocity, and efficiency, Acumatica CRM + ERP is a powerful combination. You get a real 360-degree view of customers, automated workflows that free your team to sell, and lead tracking that keeps prospects moving through your pipeline on a unified platform.
Want to see it in action? Contact us to set up a demo of Acumatica ERP. We’ll show you lead tracking, opportunity management, sales automation, and support workflows tailored to your business.
