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Access CRM Integrations

Seamless integration between business software with a two-way sync to eliminate rekeying and data discrepancies.

A single source for all business activities

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Why choose an integrated system?

Software that isolates your customer and sales data from your other systems can become time-consuming to manage and often omits key insights that you need to measure regularly. Access CRM’s tight integration with best-of-breed accounting and inventory management software makes data management a priority through automation, saving your team hours on unproductive admin work.

Benefits of Integrated CRM

Energise your back-office data and get round-the-clock access to dynamic insights
Assess historical sales data at any time with CRM integration
Make your back-office data available to customer-facing teams for streamlined interactions and accurate quoting
Move order status efficiently into your accounting, inventory management, or ERP system to remove the tedious manual admin work
Improve business productivity with intelligent data and enhanced pipelines

360-Degree View of Your Data

Using the untapped data buried in your back-office system, Access CRM lets you generate actionable reports and associate invoices with customer records so your Sales team have full visibility of all business activity.

Decrease Manual Workload

Introduce automation to your pipelines and general operations, all supported by pre-existing data that saves time ensuring all company, contact, and sales data are up to date and accurate.

Drive CLTV

Access CRM’s integrated software lets you focus on retention strategies that improve customer satisfaction with an informed customer service experience and configurable pipelines that are populated with data.

Users who love Integrated CRM

"We have saved a lot of time and become more efficient since using the CRM because it integrates with our other systems. We have grown 30% since using the CRM - using the whole solution package has played a major part in this."

Lucy Brownrigg, Office Manager

"We initially looked at the CRM because of the solid integration they offer to Pegasus Opera, this is where we were storing the majority of our data. The integration meant we could bring all our business and customer information into one central place and provide our sales team access in the office, at home, or on the road. Ultimately improving the efficiency of our processes and effectiveness of sales team."

Mark Roberts, Sales & Marketing Director

"Integrating this through the CRM, our Exchequer accounts system has extended the level of personal service we can provide to each customer online. Customers have access to individual account information; including product purchase history, customer specific pricing and available stock. All of which is easily managed in one central place."

Neil Merry, Managing Director

Integrated CRM FAQs

How do I integrate Access CRM to my ERP/Inventory system

Take a look at our setup guides for additional integration guidance. With integrations to leading accounting and inventory systems, including Unleashed, Katana, Cin7 Core, Cin7 Omni, QuickBooks Online, Xero and Sage 50, it's quick and easy to integrate!

Which systems does Access CRM’s integration support?

Our unparalleled CRM integration is unique! Some of the most popular systems we integrate to include Unleashed, Cin7 Core, Cin7 Omni, Access Dimensions, Access Financials, Exchequer, Pegasus Opera, Sage 50, Xero and QuickBooks Online.

Why choose Access CRM?

Access CRM’s unique Inventory Management and ERP integration turns your back-office data into valuable insights and actions to increase customer lifetime value – automating your analytics and eliminating the disconnect between Inventory Management and CRM.

Experience the unparalleled Access CRM integration with leading Accounting/ERP and Inventory Management Systems

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