Demos

 

Software Overview

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CRM Demo

Customer Management (also called Customer Relationship Management) was built into Insite4Software's Acumatica system from the very beginning. It is not a loosely integrated module like so many other midmarket ERP products. From marketing, quoting, and sales to shipping, delivery and post-sales support, customer information is always up to date and accurate.

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Financial Management

Designed for companies with complex requirements, yet easy to use in smaller organizations, Insite4Software's Financial Management systems, powered by Acumatica, provide a feature-rich accounting suite, fully integrated with Customer Management, Distribution Management, Manufacturing Management, Field Services Management, and Project Accounting product suites.

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Distribution Management

Manage sales orders, track inventory, fill orders, improve purchasing, and provide customer support from anywhere with software that is fully integrated with  CRM, Financials, Manufacturing and Project Management for visibility across the entire organization.

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Manufacturing Management

Integrate production planning and shop floor with customer management, sales orders, inventory, purchasing, accounting, and financial reporting to provide real-time coordination of activities across your entire business.

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Project Accounting

Project Accounting Software features are integrated with General Ledger, Accounts Payable, Accounts Receivable, Sales Orders, Purchase Orders, Inventory Management, and the Time and Expense mobile application.

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Field Service Management

Streamline dispatching, reduce response times, and minimize costs with the Field Service suite that works with CRM, sales, inventory, purchasing, accounting, and financial reporting. With a 360-degree view of customer activities, improve the overall customer experience and elevate customer satisfaction to earn higher recurring revenues and gain a competitive advantage. All the applications are web-based and fully mobile which is ideal for your field workforce. Unlike other field services applications the user interface provides a seamless transition between applications because the Acumatica Field Services Management is part of the ERP, not a bolt on application.

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Learn how Insite4Equipment's Acumatica ERP is ranked against other ERP solutions.
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More Videos

  • Acumatica’s SaaS solution provided users with access to real-time data across seven companies in three different locations.   Barbara Page Controller, Quantum Group
  • Acumatica was by far the most robust Cloud ERP offering. It offers more functionality, better prices and more value to users.   Francisco Callegari CIO, Guardian SealTech
  • By utilizing the JAMS module within the Acumatica Suite of Products, we were able to determine verifiable product costs that allowed us to put together a pricing model. This increased our gross margin percentage dramatically.   Pat Trefun CEO, Opflex
  • I chose the system because I knew it could handle our complexities… It was easy to get around from one screen to another, and I felt like it would take us into the twenty-first century.   Jodi Anstandig Finance Director Biopelle
  • The system has completely changed our business. I just look in the accounting and all the information from the sales is in there… For our business that’s a big deal.   Ronald Krieger CFO Consolidated West Distributing
  • The system saved us time and money processing over 4,500 orders per day. Since it’s Cloud-based, it can support our double and triple digit growth rates.   Chris Nelson (CPA) CFO, Youngevity

 

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