Align your people, process, and technology
Get the clarity you need to run your growing business
As your business grows and becomes complex, your team needs clarity on real-time data to make better decisions. And in an increasingly competitive labor market, you want to keep your people doing important work, not just paperwork.
Here are Six Ways Acumatica helps your company align people, process, and technology
Access Critical Data & Reports Anytime
With a single source of truth, executives and managers access critical data and reports, making communication with customers fast and straightforward.
Manage Company Data with Role-based Dashboards
Acumatica automatically generates personalized dashboards based on user needs and preferences.
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Every Acumatica dashboard is mobile-ready and compatible with any web-enabled device, so users enjoy real-time data at their fingertips.
Easily Access Data with Pre-configured, Actionable Reports
Acumatica includes hundreds of pre-configured reports, tailored to meet unique business needs without coding changes.
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Users select report criteria to customize the reports by pointing and clicking. Actionable reports provide drilldowns to source transactions for a complete picture of the business. Generate generic inquiry reports and business events to monitor the system for anomalies and quickly print or email updates to stakeholders, customers, or suppliers. The comprehensive list of Acumatica reports includes change order commitments, daily field reports, project WIP reports, subcontractor and compliance reporting, and more.
Improve Collaboration with Field Teams
Remote workers need the ability to submit accurate project information from the field to the main office. Acumatica ensures that everyone sees the same data, regardless of their physical location.
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Empower field teams to report critical project updates via mobile devices for full transparency. Easy-to-use mobile reports capture vital real-time project data. Project managers and supervisors record activities and project site conditions, allowing staff to analyze the project’s profitability.
Respond to Customers Quickly from Anywhere
Acumatica mobile applications streamline remote data entry from the field with mobile expense receipt capture, timesheets, and submittal and drawing logs. Expedite data entry and business processes with time and expense approvals from your smartphone.
Comprehensive CRM Functionality
Acumatica provides built-in, comprehensive CRM functionality to automate customer communications and strengthen relationships.
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Stay current with customer needs with a 360-degree view of customer transactions, projects, and financials. Log all contacts and activities for customers and prospects within the CRM. Streamline lead management and events with sales automation and workflows. Manage leads and measure marketing effectiveness with marketing automation tools to improve conversions, measure campaign performance, and evaluate campaign profitability. Leverage the CRM engine to centrally store estimates, quotes, files, and agreements.
See how Acumatica can help your company.
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Accelerate decision-making with a customized view of your business and focused oversight across departments.
As your company grows, it’s not uncommon to be on different floors, in different cities, or out in the field.
Without easy access to critical information on costs, workflows, and changes, how can you manage time critical decisions that make the difference between making or losing money on a project?
- Make better decisions with real-time reporting
- Operate confidently in your office or onsite
- Know where you are profitable and where you’re not
We’re PriceKubecka.
We’re experts on accounting process, optimization, and business process automation and proud to be an Acumatica Partner. Let’s talk about evolving how you manage information and getting your company on a path to driving consistently better results.