Integrated Marketing Module for Acumatica Cloud ERP


Acumatica delivers a marketing solution, integrated with financials and content management, to improve collaboration between sales, marketing, and support while ensuring maximum ROI for each marketing dollar spent. 

This module not only allows you to manage leads, but also improve conversions, measure campaign performance, communicate with contracts, and improve productivity by capturing leads from web forms, purchased lists, advertisements, direct mail, events, and other sources.

Key Features

Benefits of the Integrated Marketing Module for Acumatica Cloud ERP's Customer Relationship Management Module


Important Features of the Integrated Marketing Module

Lifecycle Management
Track clients through prospecting, closing, and up-selling on a single, integrated system.  Maintain a complete history of communication and offers to eliminate confusion and improve conversion rates.

Integrated Financial Application
Integrate marketing activities with billing and financial data to determine campaign response and profitability.

Segmentation Tools
Collect information for different lead types and custom-defined attributes to effectively target market segments.

Campaign Management
Track campaign costs and revenues by selecting specific lists or criteria from your inventory of prospects, leads, contacts, and customers.

Dashboard & Favorites
Customize announcements and default dashboards for each marketing manager to match their individual needs.  Dashboards and favorites link to real-time information delivered in tabular or graphical form.

Partnership Marketing
Assign leads to a "parent account" within your organization or an external partner. Email leads to a partner or allow partners to view information inside Acumatica.



Download the Customer Self-Service Portal PDF spec sheet to learn more!


We would love to speak with you about how 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!