Acumatica Cloud CRM - Customer Management Suite

Like large enterprises, Small and Medium Businesses (SMBs) rely on CRM both to promote customer service excellence and to identify new potential customers and channels to grow business. However, the investment choices of SMBs seem to reflect a marked preference for seamless, connected solutions.

The Acumatica Customer Management Suite delivers a Customer Relationship Management (CRM) solution which automates your sales processes so you can respond faster to customers and partners or allow them to self-serve on-demand. Workflow and security allow you customize approvals to match your sales process while managing permissions for each screen object and customer account.



Acumatica Cloud CRM Mobile User Interface



More Easily Manage Your Customers 
Respond rapidly to customers from the time they first enter your website, through the sales process, billing, and during customer service requests.

Empower Your Customers 
An out-of-the box, self-service Customer Portal allows you to give customers access to the financial and case information you choose.

Accessible from Anywhere
Access your CRM features from anywhere using any popular web-browser.


Acumatica Cloud CRM Customer Management Suite

Less Downtime During Installation
Acumatica installs quickly and a single server license can be accessed by everybody without installing client software.

Improve Profitability
Gain a complete view of your business—integration with financials gives you reports that link marketing campaigns to account profitability.

Team Approach to Sales and Service
Collaboration features are easily shared by all to promote a team approach to customer management. Unlimited server pricing allows customers to involve everybody in automated workflow processes.



We would love to speak with you about how the Customer Relationship Management Suite for Acumatica Cloud ERP, partnered with Klear Systems, Inc., can benefit your organization. 

Give us a call at (949) 681-8135,
email us at 
or complete the form to the right and we’ll reach out to you!