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
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
Why Integration Matters
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
Integrated CRM FAQs
How do I integrate Access CRM to my ERP/Inventory system
Take a look at our setup guides here 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 Prospect 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.