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Question

AI Tools or Connectors for Acumatica CRM Data Analysis?

  • June 19, 2025
  • 1 reply
  • 46 views
Y

Hi Developer , Accumatica User.

We are looking to improve work efficiency and would like to explore if there are any AI tools or applications that can be integrated into our Acumatica CRM to help with data analysis or insights. Any recommendations?

 

Looking forward for the recommendations.

 

Thank you

    1 reply

    T
    Acumatica Moderator
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    • Tara H
    • Acumatica Moderator
    • April 15, 2026

    Hi ​@YLKoh  Apologies for not seeing this.  I am going to invite you to a CRM AI discussion we are having soon; and that will allow us to open conversation about your other thoughts/needs.   Also - if you haven’t already, check out AI Assistant in the latest release notes for 26R1 - there is some very cool stuff to help with what you’re looking for!

    -Tara

    Happy CRM'ing! -Tara (Acumatica Technical PM-CRM)
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