Acumatica CRM

Fresh

by Acumatica

Embedded CRM with sales automation, pipeline management, case management, SLA tracking, and ERP-integrated customer 360SMB sales and support teams using standalone CRMs (Salesforce, HubSpot) disconnected from ERP, causing double data entry and no visibility into customer order history or AR status

Native CRM module for managing leads, contacts, opportunities, cases, and marketing campaigns with full bi-directional sync to ERP financials.

Features

Consumption-Based (Transaction Volume) Pricingall plansUnlimited Named Users (Select/Prime/Enterprise tiers)paid onlySaaS and Private Cloud Subscription (PCS) Deploymentall plansOpen REST API and OData Integrationall plansLow-Code/No-Code Workflow Customization (xRP Platform)all plansAI Studio (AI Workflow Automation Builder)paid onlyAI Assistant (Natural Language Data Querying)paid onlyAI Anomaly Detectionpaid onlyAP Document Recognition (AI-Powered Invoice Capture)paid onlyMulti-Entity Financial Consolidationpaid onlyCustomizable Dashboards and Generic Inquiry (GI)all plansBiannual Major Releases (R1 and R2 annually)all plansRole-Based Access Control and Data Maskingall plansMulti-Factor Authenticationall plansShopify / BigCommerce Native Connectorpaid onlyAmazon Seller Central Connectorpaid onlyOutlook and Gmail Integrationall plansMicrosoft Teams Integrationall plansMobile App (iOS and Android) with Offline Supportall plansCustomer Self-Service Portalpaid onlyApproval Workflow Engineall plansBusiness Events (Trigger-Based Automation)all plansAcumatica Payments (Integrated Payment Processing / Card Reader)paid onlyAdvanced Intercompany Transactionsenterprise onlyMRP / DRP (Material and Distribution Requirements Planning)paid only

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