Acumatica CRM
Built into Acumatica's ERP — leads, opportunities and customer service share the same data as finance and operations, with no separate system to reconcile.
Acumatica's CRM is a module inside the same ERP instance as your financials, inventory and operations, not a bolt-on integration. Leads captured from your website, trade shows or purchased lists get routed and qualified, then converted into opportunities that carry through the pipeline; cases logged against a customer can generate service orders directly, and opportunities can drive project sales without re-entering data anywhere. Marketing campaigns, segmented lists and sales dashboards sit in the same interface as the rest of the ERP, and every user works from one customer record instead of switching systems to check an order or an invoice.
The practical benefit is that there's nothing to reconcile: a support case, a quote and an outstanding invoice for the same customer all read from the same tables, so sales and finance are never looking at different versions of the truth. The tradeoff against a dedicated CRM product is that you're working within Acumatica's data model and screens rather than a system purpose-built around sales process alone, which matters most for organisations with a genuinely complex, high-volume sales operation. For most businesses already running Acumatica, the built-in module removes an entire integration project rather than adding one.
Sales pipelines kept in someone's head, follow-ups that depend on memory, and customer history scattered across email threads — that's what a missing CRM costs. We implement Sage CRM and Acumatica's built-in CRM — finance, sales and customer management working as one system — and build custom CRM systems where an off-the-shelf platform doesn't fit how you actually sell.
Sage CRM
Standalone, or alongside Sage 300 ERP — opportunity tracking, case management and marketing lists for teams that need a dedicated CRM.
Custom-built CRM
When your sales process doesn't fit an off-the-shelf model, our developers build the CRM around how you actually sell — the same team that builds our integrations and websites.
4citizen 360 for government
The 4Sight group's citizen-engagement platform for public institutions — service requests, case tracking and citizen communication in one view, so a query logged at a counter, on a portal or by phone follows one managed path to resolution.
Connected, not standalone
Leads captured on your website, tickets from your support desk and orders from your ERP all land in the same customer record — the way this website's own enquiry forms already work.
How much does a CRM cost?
If you run Acumatica, the honest answer is nothing extra: CRM is built into every Acumatica edition, not sold as a bolt-on. Sage CRM is licensed per user, and Sage 300 ERP sites current on support qualify for a first licence at no charge. The real investment is configuration and adoption — which is where implementation partners earn their keep.
Why do we need a CRM instead of spreadsheets?
Spreadsheets fail at exactly the moments that cost you deals: two versions of the truth, no interaction history, no automatic follow-up, and no pipeline your management can see without asking. A CRM gives every customer one shared record and makes follow-up a system behaviour instead of a memory test.
Will the CRM connect to our accounting or ERP system?
That connection is the whole point of the CRMs we implement. Sales staff see credit status, order history and invoices without a finance licence; a quote becomes an order becomes an invoice without re-typing. Our own website works the same way — every enquiry posts straight into our CRM with its full context.
Will our sales team actually use it?
Adoption is the number-one CRM risk — most failed projects die of neglect, not technology. What works: involve the team in design, pilot with a small group, keep mandatory data entry minimal, and train by role. Done that way, teams typically see the value in their own numbers within a quarter.
Platforms: Sage CRM · Acumatica CRM · 4citizen 360 · Custom development