Customer Management Software

Acumatica Customer Management Suite by MIBAR

In today’s on-demand world, customers have come to expect the highest levels of service and support from their providers, and will jump to your competitor if you give them the chance. As the speed of business rapidly increases, organizations can’t afford to experience a slowdown, miss a sales cue, or ignore a customer request. For this, organizations need advanced, integrated, and powerful customer relationship management (CRM) software that empowers users wherever and whenever they need it.

Powerful, User-Friendly Customer Management from Acumatica

Built and embedded into the Acumatica software, Acumatica CRM is a web-based customer relationship management (CRM) applications for managing leads, contacts, opportunities, and customer accounts. This complete customer management platform

  • Provides you a complete view of the customer and business
  • Empowers your people by letting them share information and take a team approach to sales and service
  • Integrates with software you already use, including Microsoft Outlook and Salesforce

Key Features of Acumatica Customer Management

Acumatica designed its customer management with the user in mind, and has spent more than a decade tailoring and improving the software for its customers. Built to integrate with Acumatica ERP, the Acumatica Customer Management platform will enhance your ability to reach, convince, close, and support customers. This leading CRM offers the following features:

User-Friendly Reporting and Dashboards

If a picture is worth a thousand words, a dashboard is worth a thousand spreadsheets. Acumatica delivers stunning dashboards with large selection of visualizations, pivot tables, and Microsoft Power BI. Monitor current financial, operational, and organizational information. Analyze real-time trends related to individual job functions. Create personalized dashboards tied to roles and responsibilities. Display different types of information in a variety of presentation forms including text, charts, graphs, and tables.

Sales Automation

Businesses need to handle an increasing amount of information, and they need to do it faster than ever. Thanks to automation, businesses can embrace this faster speed to enhance information flow, reduce sales cycles, increase close rates, and improve sales efficiency. With Sales Automation from Acumatica, you can provide our sales teams with a complete view of opportunities, contacts and all activities that influence the sales decision. Lead assignment and workflow help manage sales processes to improve efficiency.

Business Intelligence (BI)

Acumatica’s business intelligence (BI) module leverages Microsoft Power BI to deliver key data and insights from across the enterprise from multiple data sources. Learn more about’s woek in helping your company customize and use Power BI here.

Customer Self-Service Portals

As the buying process becomes more automated and moves online, many customers are looking to purchase, reorder, or receive support through a customer self-service portal. The Acumatica Customer Portal, part of the Customer Management Suite, helps you more efficiently work and communicate with customers. Helpful tools enable customers to see all the relevant information about their interaction and perform account-related activities online. You can also reduce customer support questions by providing anytime access to your knowledge base and document sharing.

Service and Support Automation

It costs much less to keep a customer than it does to close a new one. Acumatica customer management integrates service and support activities with sales and marketing to deliver a team-oriented approach to customer support and increased sales. With service and support automation, you can reduce response times, improve customer satisfaction, lower support costs, and accurately bill transactions.

Integrated Marketing

Empower your sales team by empowering your marketing team. With sales and marketing alignment more important than ever, the Acumatica Marketing solution brings together financials and content management to improve collaboration between sales, marketing, and support while ensuring maximum ROI for each marketing dollar spent.

Learn More about Acumatica Customer Management

If you don’t take care of your customers, someone else will. Know where leads are in the buying cycle, reduce churn by supporting your current customers, and know where every marketing dollar goes with robust, integrated CRM Software from Acumatica. 

Learn more about Acumatica by MIBAR for distribution, manufacturing, project accounting, and customer management by scheduling your free consultation.

Acumatica Financial Management

Acumatica Distribution Management

Acumatica Manufacturing Management

Acumatica Project Accounting

Discover Acumatica

Want to know more about Acumatica? Schedule a free Acumatica consultation today:

Watch the video for a demonstration of the key features in the Acumatica Customer Management Suite:

“…Acumatica gives the company better business intelligence when we’re talking with our vendors and customers. It’s an accurate ERP system, not just a bookkeeping system that lacks accounting controls.”
Roger Collins

CFO, Demtecht