Sales Automation Module for Acumatica Cloud ERP


Provide your sales teams with a complete view of opportunities, contacts and all activities that influence the sales decision with Acumatica's Sales Automation Module.  

These sales tools enhance information flow, reduce sales cycles, and increase close rates to help manage sales processes and improve sales efficiency.



Key Features

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Important Features of the Sales Automation Module

Opportunity Management
Team members collaborate on deals, task assignments, and activities through Opportunity Management.  Linking items to opportunities prevents re-entry and enables finance to quickly generate an invoice when the deal is closed.

Lead Management
Assign leads to internal and external users. Empower partners to manage accounts (with access controls) to include all sales channels in consolidated reports.

Approvals and Workflow
Use workflow to manage approvals mandated by your sales process.  Restrict rights to specific customer accounts for information security.

Email Templates
Create templates to ensure that emails are consistent with branding guidelines.  Automatically track responses to emails.

Dashboards and Favorites
Create announcements and default dashboards for each salesperson to match their individual needs.  Dashboards and Favorites link salespeople to real-time information delivered in tabular or graphical form.



Download the Customer Management 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!