Audience

Businesses searching for a solution to drive quality leads and improve close rates

About Access CRM

Access CRM equips sales teams with tools to win more business by enhancing collaboration and efficiency, optimizing close rates, and accelerating sales growth. Its market-leading accounting and ERP integration unlocks unique sales analysis, predictive intelligence, and efficiency gains across marketing, sales, and customer service teams. Data-driven clarity on your ideal customer profile leads to better leads with improved close rates, accelerating customer acquisition. Churn risk, cross-sell, and upsell tools ensure maximum customer lifetime value. Access CRM offers features such as integration with Mailchimp and Klaviyo, inquiry web forms, pipeline management with configurable workflows, a document library for proposal documents, a sales manager dashboard, and customer spending trends year-over-year. By connecting your accounting, inventory, or ERP system with Access CRM, data from each system remains in constant communication, enabling your team to work better together.

Pricing

Starting Price:
$405.73 per month
Free Trial:
Free Trial available.

Integrations

Ratings/Reviews

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Company Information

The Access Group
Founded: 1991
United Kingdom
www.theaccessgroup.com/en-gb/crm/software/access-crm/

Videos and Screen Captures

Access CRM Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
In Person
Videos
Support
Phone Support
24/7 Live Support
Online

Access CRM Frequently Asked Questions

Q: What kinds of users and organization types does Access CRM work with?
Q: What languages does Access CRM support in their product?
Q: What kind of support options does Access CRM offer?
Q: What other applications or services does Access CRM integrate with?
Q: What type of training does Access CRM provide?
Q: Does Access CRM offer a free trial?
Q: How much does Access CRM cost?

Access CRM Product Features

CRM

Territory Management
Quotes / Proposals
Lead Scoring
Call Logging
Social Media Integration
Segmentation
Document Storage
Email Marketing
Calendar/Reminder System
Task Management
Internal Chat Integration
Mobile Access
Marketing Automation Integration