Access CRM
Access CRM built for sales growth
Drive quality leads, improve close rates and maximise your customer lifetime value with Access CRM. Designed for any business, in any industry.
Unlock your sales potential with Access CRM
Access CRM’s market-leading accounting and ERP integration unlocks unique sales analysis, predictive intelligence and efficiency gains across Marketing, Sales & Customer Service teams.
Data-driven clarity on your ideal customer profile (ICP) means better leads with improved close rates that accelerate customer acquisition; while churn risk, cross-sell and upsell tools ensure maximum customer lifetime value (CLTV).
For any business in any industry, Access CRM delivers significant and sustained sales growth.
5 benefits you'll get with Access CRM
1. Generate more customers
Identify the hottest leads and capture them easily through web enquiry forms which automatically pass into Access CRM for your sales team to follow up on.
Access CRM will give your sales team visibility of all new leads from anywhere, on any device, and any browser, to ensure none are missed.
2. Enhance customer relationships
Stay on top of the things that matter to your customers:
- Check in with them regularly to build rapport
- Log and deal with important customer issues to avoid complaints
- Record all activities to keep on top of communication
3. Improve business reporting
Integrate Access CRM with your accounting system for real-time reporting of business performance. Why?
- Improve collaboration between teams
- Seamlessly pass data between systems
- Report and analyse your customers, sales, opportunities, enquiries and user activities.
- Make better business decisions!
4. Drive marketing campaign success
Turn leads into sales by designing beautiful marketing campaigns with your favourite marketing automation platform integrated to Access CRM. Schedule your campaigns to target the right customers at the right time with specific and targeted lists.
5. Boost your close rate
Access CRM gives your sales teams the tools to win more business. With improved collaboration and efficiency, as well as all the great features in our CRM, you’ll optimise your close rate and accelerate sales growth.
Start your 14 day free trial. No credit card details needed.
Features of Access CRM
- Market-leading accounting & ERP integration
- Integration to Mailchimp & Klaviyo
- Enquiries & enquiry web forms
- Pipeline management & configurable workflows
- Document library for proposal documents etc.
- Sales Manager Dashboard
- Customer spend trends YoY
Accounting, Inventory & ERP integrations
By connecting your accounting, inventory, or ERP system with Access CRM, data from each system will be in constant communication. Any changes made in one system – like adding new accounts or making a sale – will be instantly updated in the other, meaning your whole team can work better together.
With Access CRM’s integration to leading accounting systems like Access Financials [LINK], reporting and analysing customers, sales, opportunities, enquiries and user activity is made easier.
Join an upcoming webinar to see why Access CRM is perfect for customers using Access software.
Marketing, Payment & Productivity integrations
Access CRM also connects to popular marketing, payment and productivity integrations – from Mailchimp and Klaviyo for creating beautiful marketing campaigns, to Stripe for taking payments quickly. It even has integration for Gmail and Office so all correspondence is saved centrally in Access CRM.
Wouldn’t it be great to know how your business scores on the key success metrics for growth? Use our free assessment tool to find out.
Access CRM FAQs
What is a CRM?
CRM means Customer Relationship Management. A CRM enables businesses to manage and analyse interactions with customers and prospective customers. A CRM system is software that helps business manage and grow their relationships.
What is Cloud CRM?
A cloud-based CRM is software that is run on a server owned by the CRM provider and can be accessed through the internet. Sometimes this is referred to as SaaS or Software as a Service. Cloud-based software doesn’t need to be installed onto your computer, making set-up faster and easier. Plus, it helps keep your data safe and secure with top-level security - peace of mind for you.
How do I integrate Access CRM to my Accounting/ERP system?
It’s easy to integrate Access CRM to your accounting system – when you take a Free Trial, it’ll show you how to get set up.
How long does the integration take?
It completely depends on the amount of data that's in your back-office accounting/ERP system – the more data you have, the longer it will take. This could be anything from a few minutes to a few hours, if you’ve got years’ worth of data.
What training & ongoing support is available for Access CRM?
It depends on which Access CRM subscription you choose. Our most popular CRM package, Professional CRM, includes consultative onboarding assistance and training.
How often do you make improvements (like new features) to Access CRM?
With a new release every 3 weeks, Access CRM is always getting better. Thanks to our customer Ideas Portal, Access CRM customers can suggest and vote on ideas that get considered for the product roadmap!
Do you have CRM systems for specific sectors?
Yes! We have a range of CRM products designed with a specific sector in mind, with tailored features and pricing. They are as follows:
- Hospitality CRM
- Wholesale, Manufacturers and Distributors CRM
- Warehouse Management CRM
- Waste Management CRM
Why choose Access CRM?
Every CRM can help you get more customers – but only Access CRM will maximise your customer lifetime value. Access CRM’s market-leading accounting and ERP integration unlocks unique sales analysis, predictive intelligence and efficiency gains across Marketing, Sales & Customer Service teams. Data-driven clarity on your ideal customer profile (ICP) means better leads with improved close rates that accelerate customer acquisition; while churn risk, cross-sell and upsell tools ensure maximum customer lifetime value (CLTV). For any business in any industry, Access CRM delivers significant and sustained sales growth.
Wondering why you should choose Access? We're trusted by over 100,000 customers to solve their biggest software challenges. With a dedication to product innovation and service excellence, our business management software has empowered ambitious organisations for over 30 years, giving them the freedom to do more of what’s important.