Customer Portal

Streamline case management with direct customer-to-support communication

Simplify how customers get help with native support case management. Customers create new cases by selecting severity levels, entering summaries, choosing contacts, and providing detailed notes about their issues.

Tailored workflows ensure that cases are automatically routed to the next available agent or technician based on defined parameters for faster resolution.

Within each case, customers send messages and updates directly to your support team, keeping communication clear and efficient.

Customers can track case status, resolution history, upload supporting files, and reopen closed cases when needed, all from the portal. This direct connection reduces email clutter and ensures nothing falls through the cracks.

Build a centralized knowledge base that empowers employees

Create a collaborative knowledge hub directly within your ERP platform with tailored wiki capabilities. Publish essential instructions, reference materials, standard operating procedures, and custom content for employees and other stakeholders.

Organize frequently asked questions, document quality control processes, and maintain ISO certification compliance guidelines in one accessible location.

This living resource keeps pace with your business, breaking down data silos and streamlining daily operations. Give your team instant access to corporate policies and training materials while reducing repetitive support questions.

Accelerate deals with intelligent lead management and opportunity tracking

Use integrated Marketing Automation to run targeted campaigns that increase lead quality and maximize ROI. Acumatica CRM enables marketing teams to create branded email campaigns via Microsoft Outlook, Exchange, or Gmail using customizable templates, segmented audiences with dynamic marketing lists, and campaign performance tracking through native SendGrid integration. Capture leads from web forms, events, and multiple channels, then automatically route them to sales when qualified. Link campaign response rates directly to profitability metrics, measure conversion rates across channels, and optimize your marketing spend with real-time analytics that connect marketing activities to revenue outcomes. Take your marketing to the next level with the optional HubSpot Connector for advanced marketing automation.