Best in class small & midsize business
Customer Relationship Management ~ CRM
Salesforce Automation ~ SFA
Customer Service & Support ~ CSS

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Small business management software for customer relationship management

Customer relationship management demo

Give customer relationship management a boost with ACCTivate!'s integrated CRM functionality. Aggregation of customer data and history information provides high visibility and access to the sales cycle and customer interaction management and empowers customer-focused decision making by everyone in the company. One system, end-to-end CRM, a fully-integrated platform for business management - ACCTivate!

View the CRM solution

Customer management

The Customer Information Window is segmented into several different tabs that together hold all of the information for each customer.

Click on any tab on the window to display more information.

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Collections process

The following procedure chart suggests how ACCTivate! can help manage the collections process and improve the efficiency in your collection department.

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We invite you to learn more about ACCTivate! by attending a demonstration and discussing your needs with an ACCTivate! specialist and/or giving ACCTivate! a try for free for 30 days. Simply complete the form below to get started!

Simply let us know if you'd like a demo or evaluation

ACCTivate! demo

Schedule a free one-on-one product demonstration and consultation with an ACCTivate! specialist. We'll discuss your specific business needs and provide an overview of ACCTivate!'s features.

Yes, I'd like to have a private demo

ACCTivate! free trial

Download and try ACCTivate! free for 30 days. We'll send you the information for downloading the software and schedule a free, live online session to help you get the most out of your evaluation.

Sounds good, let's try it

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Inventory
Warehousing
Purchasing
CRM . . . . . . . . . . . .
Sales order management
EDI
Picking & shipping
Service management
Reporting
Foundation

ACCTivate! inventory distribution management software

Download

ACCTivate! for QuickBooks warehouse management software fact sheet

ACCTivate! Key
Features Fact Sheet

ACCTivate! results

Read more

"We've also been able to improve customer and supplier relationship because of our new system. Before, if someone got sick, no one else knew the information. Now, anyone else can figure out how to help the customer. ACCTivate! is a knowledge repository that has allowed us to vastly improve our customer service."

N'Gai Merrill, Co-owner,
Serson Supply

Key features CRM

Mail list management

Sales lead tracking

Sales cycle management

Mobile sales orders

Broad customer data access

Multiple contacts per customer

Extensive customer information

Contact history & notes

Customer order status & history

Sales and payment history

Follow-up reminders