Manage leads, improve conversions, measure campaign performance, communicate with contacts, and improve productivity. Capture leads from web forms, purchased lists, advertisements, direct mail, events, and other sources.
Key Benefits
Integrated Document Management
Maintain a central repository of customer collateral, email templates, price lists, contract templates, pictures, videos, and other documents through the integrated document management solution. Maintain a document history and enforce access permissions for each document.
HubSpot Integration
Integrate HubSpot, the preferred Marketing Automation system for midmarket companies, to Acumatica CRM. Sync information between systems to automate processes such as nurture marketing.
Lead and List Management
Aggregate leads from your website, purchased lists, trade shows, and manual entry. Automatically assign and rout according to your pre-set criteria. Find and merge duplicates automatically.
Email Marketing
Create email templates to ensure that newsletters, email campaigns, and direct communications have consistent branding and messaging. Send monthly newsletters, promotions, and other communication to specific lists.
