Reviews and corrects ledger-to-subledger alignment in D365 by fixing posting configurations, inventory profiles, reconciliation logic, GL mapping, and critical reporting procedures.
Benefits of Acumatica’s Native CRM Functionality
Posted on: October 2, 2025 | By: Page Wildridge | Acumatica
Acumatica comes with complete, high level functionality that helps you manage all aspects of your business. One great feature of Acumatica is the native Customer Relationship Manager, designed to help you maintain strong connections with your clients. A native CRM helps eliminate duplicate data entry, mismatched information, and other immediate benefits. In this blog, we will cover three of the biggest benefits of Acumatica’s native CRM within the ERP.
Singular Data Source
Since Acumatica’s CRM is built into the ERP, customer data is stored in the same system as the rest of your important data, like finance, inventory, and other projects. Data about your clients can be tracked, updated, and viewed all within the same tool, rather than switching between your ERP and separate CRM system. This also unifies your teams- rather than having your finance, sales, and service teams work separately, combine their work all into one place to increase efficiency.
Enhanced Customer Service
With Acumatica’s Field Service and CRM tied together, support teams can get a full view of each of their customers. Service reps can view purchase history, past support cases, and billing details all in one place. This allows your team to resolve issues faster since they have the whole picture of the client and the problem they are facing. Acumatica’s native platform helps you deliver a higher level of service and build stronger customer relationships.
Mobile Access and Collaboration
Acumatica is designed for a mobile, interconnected workforce. The ERP and all of its features, including CRM, are accessible from any device with a browser. Field service teams, sales reps, and managers can update records, review dashboards, and collaborate in real time. Field service reps can even update the ERP with information from the field within the mobile app, allowing workers in the office to track any changes and stay connected across the whole organization.
Built for Growth
Acumatica’s modern, cloud-based architecture ensures that businesses don’t outgrow their system. Instead, it grows with them. Companies can add new users without massive upgrades or disruptions. Additionally, the CRM scales with the ERP, supporting growth from a small team to a global operation.
Next Steps
Logan Consulting is a proud Acumatica partner. Contact us today to learn about your ERP and CRM options.
