Customer Portal

Customer Portal (New in 4.1)

The Customer Management Suite provides a solution to efficiently work and communicate with customers with the introduction of the Acumatica Customer Portal (New! in 4.1).

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Highlighted Features

  • Help Customers Help Themselves: 24 hours a day, 7 days a week, your customers can access account information, create new support cases, and retrieve the latest case updates-all without picking up the phone or sending an email.
  • Financial Overview: Give customers the ability to see all historical documents, balances, due dates, payments received and amount due within the Customer Portal. Customers can also update address, contact and user access details.
  • Knowledge Base: Allow customers to search for answers to their questions 24/7. This also helps knowledge transfer, allowing more customer self-service and generating fewer support calls.
  • Document Sharing: Provides a secure location to share documents with customers, such as marketing material, educational material, company policies and FAQs, without needing to build a separate web page.
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Is your system healthy?

Prior to meeting with Advanced Business Software Corp, The City of Garden City was planning to replace Dynamics GP due to a lack of support from the previous VAR and their poor implementation. Once we engaged with Advanced Business Software they were able to reconfigure Dynamics GP to our needs and their staff gave us the training and resources we needed to do a proper implementation. Advanced Business Software has become our consulting and support team and we are extremely pleased with how efficient and prompt they are in handling all of our accounting questions and implementation needs. I would recommend ABS services and support personnel to anybody considering purchasing Dynamics GP.

Finance Director, City of Garden City

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