I like how Acumatica centralizes all business information and allows it to be reviewed through indicators, facilitating strategic decision-making weekly. Additionally, I appreciate that everything is recorded in the business process and not scattered in different places, but in a single system. Although I haven't used any specific integration yet, I find the base product functional and adapted to it quickly. At the dashboard level, I think everything else is also very good. Review collected by and hosted on G2.com.
Perhaps on the CRM side, when managing accounts, I feel there could be more reminders or follow-up notifications for business matters. I think I don't know how to use this part well, but more reminders would be helpful. Review collected by and hosted on G2.com.
Hi There!
Thank you for sharing such detailed feedback! We're glad to hear that centralizing your business information and having access to clear dashboards and indicators has helped you make stronger strategic decisions each week, and that having everything in one system (rather than scattered across different tools) has made daily operations smoother for your team.
We hear you on the CRM side, too. Reminders and follow-up notifications for account management are so important for staying on top of customer relationships, and it sounds like there may be some features that could make this easier for you. We'd recommend checking out the Customer Management resources available on Acumatica Beacon (linked below). You'll find helpful videos and guidance there on setting up CRM tasks with assignments and due dates, as well as business events that can automatically trigger reminders and notifications based on account activity. These tools are designed to help you stay proactive with follow-ups instead of having to track them manually.
Thanks again for taking the time to share your experience. We're grateful to have you as part of the Acumatica community!
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