Respond Faster to Requests and Improve Your Overall Customer Experience with Acumatica CRM Software

See Acumatica in action—No Appointment Needed!

Get a first-hand look at Acumatica’s features in our interactive demo.

Let us help you make your information accessible, your workflows efficient, and your data actionable.

The cloud enables Acumatica to deliver.

High availability – it’s always up and running

Remote collaboration – it’s an ideal way to stay in the loop

Mobility – you can access it anywhere, on any device

Security – built-in server-side logic, access controls and authentication

Open standards – it’s adaptable to your needs and your future

AI technology – Open APIs enable easy integration

Where are you in your Acumatica journey?

Are you considering Acumatica?

Let’s talk about your goals and see if Acumatica customer relationship management software is right for you.

Schedule your consultation➟

Do you already use Acumatica?

Let’s figure out how to help you achieve the results you want with complete Acumatica support from our team.

Explore our Acumatica services ➟

Break free from busy work

Acumatica cloud-based CRM lets you manage opportunities, contacts, leads and support cases, all in one central location. It also connects your team to sales orders, AR, AP, and other important modules. So, you spend less time on manual processes and more time closing sales and addressing customer requests.

Why Acumatica CRM?

Increased Productivity

With automation and streamlined processes, businesses can reduce the time and effort required to manage customer relationships, allowing them to focus on building relationships.

Improved Customer Experience

The CRM software helps businesses provide better customer service and support, leading to improved customer satisfaction and loyalty.

Enhanced Sales and Marketing

By providing tools for lead and opportunity management, sales automation, and marketing automation, Acumatica’s CRM can help businesses increase their sales and marketing effectiveness.

Customer-First Mentality
  • With other cloud ERP companies, you give up control of your data. But Acumatica believes it’s important for you to always have ownership and full access to your information in useful formats.
  • Make user adoption worry a thing of the past. Acumatica provides free, complete online training. This training gives users the skills and knowledge they need to use the software effectively in their role.
Insights in Real Time
  • Create custom dashboards to track the KPIs that matter most.
  • Never over promise or under deliver again thanks to crystal clear production time visibility.
  • Make the best possible use of your available resources and avoid nasty stock related surprises with inventory and shop floor dashboards
  • Understand the why behind your KPIs. From your dashboards, you can quickly see exactly which data points have changed.
Smart Analytics

The advanced analytics and reporting features of the CRM software allow businesses to track key performance metrics and gain valuable insights into their sales and marketing operations, helping them make data-driven decisions.

Scalability

Acumatica’s CRM software is highly scalable, making it a good fit for businesses of all sizes and industries.

Acumatica Cloud-Based CRM manages the entire customer lifecycle

Integrated Marketing

Design and send email sequences, manage your leads and contacts, and continuously improve conversions as you track the effectiveness of all your marketing efforts.

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Customer Self-Service

Reduce the number of phone calls your customer service team must handle. Offer customers 24/7 access to their important business account information. Empower them with a customer portal where they can create support cases and see updates on their existing ones.

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Service and Support Automation

Lower your support costs by improving your response time and billing accuracy. Assign and escalate cases based on policies you set.

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Acumatica for HubSpot Connector

Break down silos between your sales and marketing departments when you connect the industry’s favorite marketing automation platform. With the Acumatica CRM and HubSpot on your team, you can build, execute, and track campaigns across various channels. You can also seamlessly capture leads and pass them to your sales team.

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Business Intelligence

Get a 360-degree view of each customer’s activities. Uncover the story behind the numbers – what’s impacting your KPIs the most. Leverage real-time information to better serve your customers.

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Sales Automation

Enjoy a complete view of your opportunities and contacts. Keep an eye out for issues that might influence the sales decision. Improve efficiency with automated workflows.

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ComCenter increased sales

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Portacool decreased shipping processing times

International Pipe & Supply gained a single system to track a lead to a customer

Why Choose Intelligent Technologies as Your Acumatica CRM Partner?

Reasonable, transparent pricing

We charge a fair hourly rate for our services. We don’t charge you for advice that you could easily find online. We also don’t make you pay upfront before our work even begins. It’s important to us to build a relationship based on trust because our goal is to become your technology partner for life.

Focused on your needs

Your business success depends on building strong relationships with your customers. So does ours! That’s why we always listen to you and learn about your business before giving advice. Working with us, you’ll quickly discover that we always have your best interests in mind.

Respectful interactions, unparalleled support

Every client deserves exceptional support, no matter how small their business is or how infrequently they need us. So, we aim to provide the same top-notch service in every interaction.

Education for all

Choosing the right customer relationship management software, as well as the vendors to implement them, can be tough. To help clarify the process and guide you through it, we freely share our expertise online.

Acumatica Gold Certified Expertise

As an Acumatica Gold Certified Partner, we’ve earned recognition for our deep product knowledge, successful implementations, and unwavering commitment to client satisfaction. This means you benefit from expert guidance, a smoother implementation process, and a trusted partner dedicated to helping your manufacturing business thrive with Acumatica.

 

Our Acumatica ERP Services

Acumatica Partner

Acumatica Implementation

Acumatica Support and Customization

Acumatica Introductory Call

Acumatica Personalized Demo

Acumatica Pricing

Download free eBook!

Your CRM should do more than store contacts—it should drive growth, improve efficiency, and help you maximize profitability. With Acumatica CRM, you get a fully integrated, cloud-based solution that connects sales, marketing, and customer service, giving you real-time insights to close more deals and build stronger relationships.

Want to see how Acumatica CRM can transform your business?

Get the Free Guide: 5 Ways Acumatica CRM Maximizes Profitability

In this ebook, you’ll learn how to:

  • Improve sales forecasting with real-time data
  • Automate workflows to boost team efficiency
  • Strengthen customer relationships with seamless integrations
  • Gain full visibility across sales, marketing, and support
  • Make smarter, data-driven decisions

Want to see what Acumatica Customer Relationship Management software can do for you?

 As an experienced Acumatica CRM partner, Intelligent Technologies can help you:

  1. Work the way you want
  2. Grow without worry
  3. Reduce spending
  4. Improve business performance with Acumatica

 

Simply fill out the form to register for your custom CRM Acumatica demo or to request more information.