Solutions for Software Companies

Maximize your business performance from lead to cash using a completely integrated solution built to solve your unique business issues!
Mange your lead-to-cash process with complete automated and intelligent workflow enabled solution.

Complete CRM Integration

leads-150x217

Lead Management

Aggregate leads gathered from your website, purchased from lists, acquired at trade shows, and entered manually. Leads can be automatically assigned and routed based on customized questions and criteria that you set. Security controls ensure that leads are only visible to authorized users.

people-150x217

Account and Contact Management

Leads can be converted into business accounts which are linked to contacts, activities, tasks, opportunities, cases, and documents to provide a 360 degree view of the account. Sales teams can be instantly aware of any recorded activity which will impact their account.

light-bulb-150x217

Opportunity Management

Opportunities provide a central place where team members can collaborate to describe deals, assign tasks, and record activities. Each opportunity is linked to items in your product catalog so when deals close, your finance team can quickly issue an invoice.

Advanced Billing for Multiple Revenue Streams & Channels

Automate billing across your product, subscription, SAAS, and services businesses, all totally integrated.

Automate the lead-to-cash process

Connections to eCommerce solutions

Generate, transmit and collect invoices

Support for multiple billing methods

Support For Multiple Billing Methods

Sales Orders

AR Invoicing

Project Billing

eCommerce

Meter Billing

Auto Revenue Recognition

Powerful Automatic Revenue Recognition

Providing powerful solutions to your complex revenue recognition challenges automatically with support for current and future accounting standards.

Automatically execute revenue recognition rules and create auditable.

Revenue multiple-deliverable revenue arrangements

Software and services contracts

Percentage-of-completion accounting

SAAS and Software maintenance agreements.

Easily Manage Subscriptions

Subscriptions Management
Mange full subscription life cycles.

papers
calendar

Renewal Processing
Flexible renewal processing, automatic or manual by contract.

Flexible Product Maintenance
Easy to maintain product offerings, bundles, meters and revenue recognition rules

fix
envelope

Automated Customer Communication
Customers can be setup to receive invoices by email, printed or both.

Upsell, Cross-Sell, Add-ons, Rewrite
You can upsell, cross-sell, or add on products and any time

arrowup
trial

Trial Periods
Easy to setup, offer trials to your prospects.

Contract Management
Simple to maintain while supporting even the most complex customer relationships.

contract

Payment Processing & Accounting

Advanced Payment Processing

Increase cash flow while taking the pain out of Processing collecting payments.

Full Payment Support

Automatically process payments for credit cards and ACH/EFT with complete control and support for retries and billing fees.

Flexible Payment Scheduling

Accept partial and advanced scheduled payments. Mix payment types on a single contract.

Promises To Pay

Management customer promises to pay and all communications.

Project Management & Accounting

Expense Management
Track expenses related to materials, labor, services, and inventory to gain a complete view of project related costs.

Advanced Billing
Manage all billing scenarios including cost plus, fixed price, time & materials, milestone billing, and contract specific pricing.

Multiple Rates
The ability to configure multiple, distinct rate tables based on specific projects or project tasks.

Budget Tracking
Project accounting budgets can include inventory items, non- stock items, labor, services, and more.

Time and Expense Tracking
Employees, partners, and contractors can enter time sheets from anywhere using any device with a browser.

Resource Management
Assign project managers, employees, machines, and other resources to individual projects and tasks. Establish billing rules and options for each task.

Analytics & Reporting

Powerful data visualization and reporting Personalized Dashboards, reports and data visualizations.

Analytics Include:

Committed Monthly Recurring Revenue

Forecasted Revenue and Billings

Annual and Monthly Recurring Revenue Churn

Changes in Deferred Revenues

Customer Lifetime Value

Contract Class Analysis

Technology and Platforms

Maximize your business performance from lead to cash using a completely integrated solution built to solve your unique business issues!

The Power of Choice

Flexible Software Deployment Options

Acumatica is the first mid-range business software application designed to be run on an internal Cloud or an external Cloud. This means that Acumatica delivers the power, usability, and speed of client-server applications whether it’s deployed on an internal cloud platform or managed as a SaaS application.

What This Means for You

Work from anywhere

You can access your business data and documents from headquarters, remote offices, a home office, and while traveling. All you need is a computer and an internet connection.

Increase Productivity

Cloud deployments allow you to involve everybody without sacrificing the usability and speed of a desktop application. This enables you to improve collaboration by automate business processes – even processes which span offices, warehouses, and external partners.

No client software to install

Acumatica has a zero footprint on the client. There is nothing to install or upgrade. New users can be added quickly because a standard web browser is all that is needed.

The Power of Choice

Access from Anywhere from any Device

Acumatica requires only a browser and an Internet connection so you can work from anywhere and involve your entire organization in business process improvement Centralized ERP security allows you to control who has access to screens, reports, fields, and data records. Use any computer or handheld device.

What This Means for You

Work from anywhere

Browser based access delivers real-time information to employees and partners according to strict access policies which are managed and controlled from a central location.

Involve Everybody

Acumatica is priced for unlimited users so you can involve infrequent users in business automation. Data entry clerks, temporary workers, partners, investors, and executives can all be included in business process improvement

Consolidate Operations

Acumatica allows you to consolidate and standardize operations across multiple offices, subsidiaries, and business entities using a single centralized system. This is possible even if people are geographically dispersed with different legal requirements.

The Power of Choice

Flexible Licensing Options

What This Means for You

Control Operations Costs

Select the deployment option that meets your legal, security, and usage requirements. You can change your deployment as your requirements change or if a more affordable option becomes available.

Pay for What You Use

Acumatica’s workload can be distributed across many servers deployed behind a load-balancer or implemented in a cloud computing environment. This allows your to rapidly add or subtract resources without disruption to users.

Run Multiple Entities Per System

Acumatica supports multi-tenant operations so you can run multiple businesses on a single system with complete isolation.

You Are Not Locked In

Acumatica allows you to change your deployment model and cloud provider even after you launch.

The Power of Choice

Configure, extensible, and easily integrates with other systems

Acumatica provides web-based customization tools as well as a fully documented API and SDK. Customizations are managed separately from core business logic so they are not impacted by system upgrades.

What This Means for You

Fully customizable for SaaS and license

Acumatica provides full customization capabilities for SaaS and on-premise licensing. Customizations can be moved between SaaS and on-premise deployments.

Visual, business logic, and database customizations

Web-based customization tools allow you to change the appearance of screens, add/modify business logic, and add fields to the database.

Localized deployments

Localization tools allow you to create language files, enable different currency symbols, and customize field formats for international offices or employees.

Integrate with other systems

Utilize a web services API to integrate external systems. Imported data is validated by system-wide business logic. Exported data is delivered according to system-wide security policies.

Protect your investment

Acumatica’s software development kit (SDK) allows you or a development partner to create custom modules to match your changing business needs. The SDK is used by Acumatica developers to create and maintain all existing modules.

Access for everyone

Priced for unlimited users, with no hidden fees

Acumatica costs are linked to system usage, not the number of users. When a new user wants access to Acumatica, you grant the appropriate permissions and distribute the user login information – you do not have to purchase another license or install client software.

What This Means for You

Visual, business logic, and database customizations

Web-based customization tools allow you to change the appearance of screens, add/modify business logic, and add fields to the database.

Localized deployments

Localization tools allow you to create language files, enable different currency symbols, and customize field formats for international offices or employees.

Integrate with other systems

Utilize a web services API to integrate external systems. Imported data is validated by system-wide business logic. Exported data is delivered according to system-wide security policies.

Fully customizable for SaaS and license

Acumatica provides full customization capabilities for SaaS and on-premise licensing. Customizations can be moved between SaaS and on-premise deployments.

Protect Your investment

Acumatica’s software development kit (SDK) allows you or a development partner to create custom modules to match your changing business needs. The SDK is used by Acumatica developers to create and maintain all existing modules..