CRM: Start free trial

Order Processing

Take the trouble out of order taking with Access CRM’s order tracking software. Send quotes, confirm orders, and monitor data from your back-office systems, all in one place.

Book a demo Trial Order Processing for free

Reduce Customer Wait Times with Faster Order Taking

Start free trial

Why is Faster Order Taking Important?

Access CRM gives your Sales team access to all customer data including historical orders and interactions, allowing them to deliver a sleek order taking experience that strengthens relationships and ensures accuracy every time. Its tight integration that extracts order and pricing data directly from your accounting or inventory management system makes Access CRM the ideal tool for improving the efficiency of every stage in your customer journey.

Benefits of Faster Order Taking

Make your customer’s ordering experience quick and easy with streamlined touchpoints
Adopt automated order taking to guarantee accurate product and service data at every sale
Add 'Accept' and 'Reject' buttons to quotes for efficient order processing
Reduce time between sending a quote and processing the order to improve customer satisfaction

Start free 14 day trial

Easy Order Fulfilment

Being connected to your back-office system at all times means Access CRM cuts rekeying order information out of your operations, allowing you to spend more time ensuring the order is fulfilled quickly and accurately.

Workflow Management

Stay in control of high demand with Access CRM’s order tracking workflow that lets you survey pricing, quotes, and customer interactions from anywhere, at any time.

Better Customer Satisfaction

Delivering an efficient customer experience that is hassle-free and user-friendly, you can promote customer loyalty and prevent risks of churn.

Users who love CRM with Order Processing

"The saving however has really been the cost of administrative staff. We are now taking more than 60% of our orders through the website. If each of these had to be re-keyed into Exchequer we would have had to employ 2 or 3 more admin staff. A high cost, without taking into account the errors that inevitably happen in manual processes."

Paul Carpenter | Operations Director

"The eCommerce solution has enabled us to trade 24/7 and for customers to order at a time that is convenient to them. Our products are clearly displayed on our website with along with all the necessary information, including stock, pricing and product specifications."

Neil Merry | Managing Director

"We initially implemented the CRM to be primarily used by our sales team, as this is where the major growth was. They are taking regular orders and allowed them to do this in a quick and efficient manner, removing the need to rekey anything into our accounts system. Since then we have expanded into online sales for retail and trade, taking orders 24/7 whilst providing the same experience as if they had called us."

Jonathan Stannell | IT Project Manager