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Cloud CRM software

Build outstanding customer relationships and optimise your lead-to-sale process with cloud CRM software. Designed for any business, in any industry.

Grow your sales with cloud CRM software

Access CRM is a full cloud-based CRM system with seamless integrations, pipeline management, closed loop reporting, mobile access, marketing automation, and configurable workflows.

With quick and easy integration, you’ll be up and running with our cloud CRM software in no time, allowing you to start growing your sales straight away.

5 benefits you'll get with cloud CRM software

Start your 14 day free trial. No credit card details needed.

Easy to use cloud CRM software

Why choose cloud-based CRM software?

  • Enable your employees to access data anytime, anywhere and on any device - perfect for employees working remotely.
  • Keep your data safe and secure with top-level security - peace of mind for you.
  • Easily share data and reports with stakeholders - make better data-driven business decisions.
Women using purchase order software on mobile

Cloud CRM integrations

By connecting your accounting, inventory, or ERP system with our cloud-based CRM software, 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 and Access Mintsoft, reporting and analysing customers, sales, opportunities, enquiries and user activity is made easier.

More cloud CRM 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. 

Start your free trial of cloud CRM software today and start growing your sales!

Cloud CRM FAQs

What is cloud CRM?

A cloud-based CRM is a type of customer relationship management software that is hosted on a CRM provider’s servers and can be viewed by users online at any time on any device with an internet connection. 

Read more on What is a Cloud CRM.

What are the benefits of a cloud-based CRM?

  • Easy to install
  • Low startup cost 
  • Real-time data
  • Access to information 24/7
  • Integration options
  • Data back up and security
  • Remote support
  • Scalability

What's the difference between cloud-based CRM and on-premise CRM?

The main difference between on-premise and cloud CRM software is where they are hosted. This determines how they are implemented and maintained.  

On-premise CRM (also referred to as on-site CRM) involves organisations purchasing licences and installing a system on internal servers that are physically located within a building. This requires a specialist in-house IT department to build the system and oversee day-to-day maintenance tasks - such as running updates, managing back-ups and security procedures.  

A cloud CRM is a much different solution. Rather than being managed on-site, a cloud CRM is outsourced to a provider. This is then hosted on their servers (aka, the ‘cloud’) and can be accessed remotely, providing that you are able to connect to the internet. Also known as ‘software as a service (SaaS), a cloud CRM system usually requires a monthly subscription fee to the respective provider in exchange for their services. 

How to set up a cloud CRM?

You can start using our cloud CRM right now with our free trial. Simply fill in a few details about yourself, connect your existing accounting or ERP system to the test CRM and off you go. For 14 days you’ll be able to try all the functionality of Access CRM for free.

If you decide it’s right for you and purchase our CRM, you'll be able to continue using it to start growing your sales straight away. We have a huge online support hub and friendly support team to help you get started and get the most out of your new cloud CRM software.

How much does cloud CRM cost?

Our cloud CRM starts at $603 AUD per month with 4 users included. You’ll get the 14 day free trial and consultative onboarding assistance and training to ensure you get up and running efficiently.

How will cloud CRM increase my sales?

  • RFM analysis – target the right customers, at the right time, with the right message
  • Magic Matrix – strategically identify and action key cross-selling opportunities
  • Better quotes – easy for staff to generate quotes and easy for customers to place orders
  • Faster order tracking – improved efficiency with payment integration, automated confirmation emails and template orders
  • Missing order alerts – automatically identify at-risk customers who may shop elsewhere to act early and avoid customer churn
  • Get more customers – get more customers, in less time, every time with Access CRM
  • Opportunity tracking – track sales performance with ease
  • Problem tracking – record your client's issue as a CRM ticket & pass it in real-time to your team using detailed accounts & sales data to resolve issues at the source & turn every problem into an amazing customer experience.
  • End-to-end reporting - analyse your business all the way from enquiries to opportunities, quotations, orders and even invoices and credits. Track performance by customer, by product, by salesperson or by account manager and territory.
  • Integrations - We love integration, it's our thing. It reduces rekeying, saves time and money, increases accuracy, and maximises profits. Trial Access CRM today and integrate it to your Inventory, ERP or Accounting data in minutes…and discover a whole new world of automation, efficiency and sales success!