---
title: 'Acumatica + Close CRM'
url: 'https://www.staging38.commercient.com/product/acumatica-close-crm/'
date: '2026-06-19T09:55:55-04:00'
modified: '2026-06-19T09:55:55-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Acumatica to Close CRM, giving your team access to Acumatica data directly within Close CRM. No complex coding required.'
featured_image: 'https://www.staging38.commercient.com/wp-content/uploads/2026/06/Commercient-Product-Image.webp'
language: en-US
post_type: product
woocommerce:
  price: '0 USD'
  stock_status: instock
  attributes: { Product: SYNC }
---

Commercient connects Acumatica and Close CRM, giving sales teams access to ERP customer, order, invoice and inventory data from inside Close CRM. Sales teams can check stock availability, pricing and open orders in Close CRM before and after every customer call.

## What syncs

- Sync Acumatica Sales Orders and Status Updates to Close CRM
- Update Close CRM Contacts from Acumatica Customer Contacts
- View Acumatica Inventory in Close CRM
- Sync Acumatica Customer Payments to Close CRM Account Records
- Access Acumatica Price Classes from Close CRM
- Sync Acumatica Credit Memos to Close CRM

## Why Commercient

### New customer onboarding

Connect Close CRM new Organizations to Acumatica Customers so new customers created in the CRM are available in the ERP for billing, order processing and fulfilment.

### Pricing and discount visibility

Sync Acumatica Price Classes to Close CRM so sales reps can reference current pricing, discount tiers and customer-specific rates from inside the CRM without ERP access.

### Forecast and pipeline accuracy

Align Close CRM deal values and expected close dates with Acumatica order and revenue data to give sales managers more accurate pipeline reporting and revenue forecasts.

### Credit and order limit visibility

Sync Acumatica customer credit status and order limits to Close CRM so sales reps know a customer's account standing before quoting or accepting new orders.

## About Acumatica

Acumatica is a cloud ERP platform for growing businesses, with modules covering finance, distribution, manufacturing, project accounting and field service.

## About Close CRM

Close CRM is a sales-focused CRM for inside sales teams, managing leads, contacts, calls, emails, sequences and deal pipelines in one platform.

## Frequently asked questions

### Can sales reps see Acumatica AR Invoices and Customer Payments inside Close CRM?

Yes, Commercient can surface Acumatica AR Invoices and Customer Payments data inside Close CRM so sales reps can review account financial status without leaving the CRM. Exact field display depends on project configuration.

### Can Acumatica Stock Items and Inventory be accessed from Close CRM?

Yes, Commercient can sync Acumatica Stock Items and Inventory to Close CRM so sales teams can check product availability and pricing from inside the CRM. Supported objects and sync direction depend on project scope.

### Does Commercient support two-way sync between Acumatica and Close CRM?

Commercient can support bidirectional sync between Acumatica and Close CRM, such as ERP-to-CRM customer data and CRM-to-ERP deal-to-order workflows. Two-way sync capability and object coverage depend on the systems involved and the integration scope.

### Can Acumatica Price Classes sync to Close CRM for sales quoting?

Yes, Commercient can sync Acumatica Price Classes to Close CRM so sales reps have access to current pricing, discount tiers and customer-specific rates from inside the CRM. Exact mapping depends on project configuration.

### Can Commercient support dashboards or reporting from Acumatica data in Close CRM?

Commercient can support surfacing Acumatica data inside Close CRM views so teams can build account-level reports using ERP financial and transactional data. Custom dashboards and automated alerts depend on the CRM platform and project scope.