Customer Management (CRM) is part of Acumatica, not a loosely integrated module. From marketing, quoting, building, and installing, and then in field services, the customer information is visible throughout the organization providing a 360-degree view of all customer interactions. When selling equipment, the installation appointment can be scheduled while the user is in order entry. (Customer Management and Field Service are sold as optional applications.)
Acumatica Cloud ERP: Field Service Edition
Power Your Business with Acumatica Field Service Edition
Acumatica Cloud ERP Field Service Edition streamlines dispatching, reduces response times, and minimizes costs. It is fully integrated with CRM, sales, inventory, purchasing, accounting, manufacturing, project accounting, and financial reporting. With a 360-degree view of customer activities, improve the overall customer experience, and elevate customer satisfaction to earn higher recurring revenues and gain a competitive advantage. All the applications are web-based and accessible from any device, anytime, anywhere, which is ideal for your field workforce. Acumatica’s unlimited user licensing and role-based security lets your entire staff and field representatives conduct day-to-day operations with full 24/7 access to the business tools and functions they need to remain productive under any conditions. Unlike other field services applications, the user interface provides a seamless transition between applications, Acumatica Field Services Management is part of Acumatica ERP, not a bolt-on application.