What is CRM Software in an ERP solution?

On its own, CRM Software is a powerful, modern application that helps businesses identify leads, detect issues, automate tasks, and much more. But CRM Software integrated within an Enterprise Resource Planning (ERP) solution takes it to the next level, enabling businesses to strengthen customer relationships as well as increase efficiencies by joining all marketing, sales, billing, and finance information into a single database, which is accessible through a single interface. Additionally, CRM-ERP solutions often provide a self-service Customer Portal, allowing customers unlimited access to their contract, financial statement, and support case information, giving customers the ability to perform account-related activities online at any time and from anywhere.

What are the benefits of an integrated CRM-ERP solution?

An integrated CRM-ERP solution offers businesses one version of the truth with synchronized, real-time information across departments. As leads turn into opportunities, customer details and interactions are recorded in the CRM and shared immediately with the ERP solution. When sales team members create quotes, the ERP solution processes the orders and invoices. And when a customer case is opened, support knows when the issue occurred, what the issue is, and how to proceed. With an integrated solution, businesses can streamline lead management and events, link sales orders and quotes to opportunities automatically, use email templates, determine campaign response rates and sales performance, optimize contact management, utilize reporting and dashboards, and prioritize and respond quickly to customer requests.

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Customer Relationship Management (CRM)

Q: What is CRM Software?

Customer Relationship Management (CRM) Software aids businesses of all sizes—and in all industries—in effective management of their customers’ journeys, from lead to deal to support. As a potent customer service tool, CRM Software empowers businesses to provide outstanding customer service by storing accurate and updated contact, opportunity, customer account, and customer case data in one, organized system, giving team members the relevant information they need, when they need it.

Connect sales, marketing, and customer support with CRM software that gives teams a complete view of customer activity. Acumatica combines real-time insights, automation, and embedded ERP data to help teams manage relationships from lead through support.

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Empower your teams with complete customer visibility

Give marketing, sales, and support teams access to shared customer data, activities, and workflows throughout the customer lifecycle. Acumatica CRM connects lead and opportunity management, customer communications, service cases, and self-service tools so teams can work from current information without relying on disconnected systems.

Designed for flexibility

A modular suite of tools that grow and evolve with you

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Product highlights

Manage leads, opportunities, customer communications, support cases, and self-service from one connected system. Embedded ERP data gives teams access to relevant financial and operational information without leaving CRM.

Marketing automation

Sales automation

Customer support cases

B2B customer portal

Marketing automation

Build and Track Targeted Marketing Campaigns

Create targeted email campaigns using segmented marketing lists, reusable templates, and connected email tools. Track campaign responses, conversion rates, and revenue impact, and route qualified leads to sales teams for follow-up. Take your marketing to the next level with the optional HubSpot Connector for advanced marketing automation.

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Sales automation

Accelerate deals with intelligent lead management and opportunity tracking

Manage leads and opportunities with automated assignments, configurable workflows, and a complete view of customer activity. Sales teams can create quotes and sales orders from opportunities, track pipeline activity, and access customers, tasks, and sales workflows from mobile devices.

Customer support cases

Resolve issues faster with AI-powered case management

Route and manage customer cases with automated workflows, service-level tracking, escalation rules, and a complete interaction history. AI-assisted insights can help support teams summarize customer activity, identify sentiment patterns, and determine appropriate next steps.

B2B customer portal

Enable self-service access to account information and support

Give B2B customers secure self-service access to account information, order history, invoices, payments, shipments, and support cases. Customers can also view available products, customer-specific pricing, and inventory information and place online orders through connected commerce tools. Self-service helps reduce routine support requests while giving customers convenient access to current account information.

Why Acumatica for CRM?

Manage marketing campaigns, nurture leads, convert opportunities, shorten sales cycles, and thrill customers with superior customer support and services.

A modern ERP business platform with embedded CRM

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Empower sales, marketing, and support with unlimited users

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Build your business on a foundation of trust

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Revenue Management

Inventory Management

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From our customers

"We use the Acumatica Customer Management Suite religiously to track opportunities and leads, and what's going on with a contact, and we love that Acumatica integrates well with the Microsoft Office suite because we are also strong users of Excel, Power BI, and Outlook."

Patrick Madison
CFO, Korpack
"We have the tools and technology to go as far as we want. Acumatica has been instrumental in helping us create sales, marketing, and customer relationship processes."

Scott McCalla
Chief Strategy Officer, International Pipe & Supply, LLC
"We have the tools and technology to go as far as we want. Acumatica has been instrumental in helping us create sales, marketing, and customer relationship processes"

David Salmon
Director of Information Services, ComCenter

Customer Relationship Management (CRM) knowledge center

Your toolkit to ignite pipeline growth, drive higher‑value deals, and create fiercely loyal customer relationships for life.

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Marketplace solutions for dashboards, reporting, and business intelligence

Marketplace solutions for Customer Relationship Management (CRM)

Extend Acumatica CRM with integrations for electronic signatures, communications, marketing automation, and customer engagement. Connectors such as HubSpot can synchronize contacts, campaign results, and follow-up activities across marketing and sales teams.

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Resources

Explore resources on lead management, sales pipelines, customer engagement, contact management, and CRM best practices across the customer lifecycle.

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ERP ROI calculator

See how Acumatica’s Customer Management module drives customer retention, revenue growth, and stronger relationships across your business.

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FAQ

What is CRM Software?

CRM Software helps businesses manage customer relationships across sales, marketing, and service. It can centralize contact information, leads, opportunities, communications, support cases, and customer activity so teams have a shared view of each relationship.

How does Acumatica help manage leads and sales opportunities?

Acumatica CRM supports lead assignment, opportunity tracking, configurable sales workflows, quotes, and sales orders. Teams can monitor customer activity and pipeline progress while using dashboards and AI-assisted insights to identify important follow-up actions.

Can Acumatica CRM support marketing campaigns?

Yes. Marketing teams can create targeted email campaigns, segment audiences, track campaign performance, and route qualified leads to sales. Acumatica can also connect with tools such as HubSpot for additional marketing automation.

How does Acumatica help customer service teams manage support cases?

Acumatica CRM supports case routing, automated workflows, service-level tracking, escalation rules, and customer interaction history. AI-assisted tools can also help teams summarize activity and identify relevant next steps.

Can customers access account information without contacting support?

Yes. Acumatica’s customer portal gives B2B customers self-service access to account information, invoices, payments, order history, shipments, and support cases. Customers can also place online orders through connected commerce capabilities.

How is Acumatica CRM different from a standalone CRM system?

Acumatica CRM is embedded within the broader Acumatica platform, giving sales, marketing, and support teams access to relevant financial and operational data alongside customer information. This can reduce silos between CRM activity and processes such as orders, payments, inventory, projects, and service.

Building the future of business, together.

Give sales, marketing, and support teams a connected view of customers with Acumatica CRM and embedded ERP data.

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