Cloud-based CRM features

Monitor performance against target with highly visual dashboards that outline your KPIs. Generate precise forecasts with limitless ‘what-if’ scenarios that allow you to trial forecasts before you commit to them.

Sales managers can select team members’ forecasts from a dropdown menu to get an overview of the teams quota achievements. See probable and best possible forecasts and amend individual forecasts from a single worksheet.

Control user access permissions based on job role and function. Protect the sanctity of your data by regulating team members’ ability to perform specific actions within modules: hide fields, prevent records being edited and block record deletion.

Automatically route leads to the relevant sales person to ensure hot leads are followed up instantly. Be alerted when new data is imported from web-to-lead forms and quickly respond from within the CRM.

Improve your ability to sell globally with a simple currency converter. Manage expectations of global customers with full and accurate price transparency.

Track multiple quotes against opportunities to ensure you are quoting competitively and in a timely fashion.

Equip your sales team with insight into which pain points trigger the strongest response from a lead by displaying a full view of campaign interactions. As a result, sales are opened in a personalised manner, increasing the likelihood of qualifying leads promptly.

Prove the value of specific marketing campaigns with a better understanding of where your leads come from.

Measure which channels deliver the best ROI and focus your efforts and budget accordingly. Accurately judge how much revenue a campaign has generated with an overview of the leads generated, opportunities created, and deals won.

Seamless data capture enables you to build customer profiles with an exact picture of the campaigns they’ve engaged with. With detailed campaign insights, personalise touchpoints to accelerate conversion rates and reduce cost per acquisition. Trial different calls-to-action, landing pages and messaging to see which works best.

Get instant insight into the metrics that matter to you; dynamic drag-and-drop dashboards allow you to set up your homepage in way that suits you. Export real time data for faster information sharing and customise charts for visually impactful reporting.

Easily customise your desktop application to display the customer information your agents need. Access CRM identifies the account associated with inbound calls by phone number and name, and uses this to flag all relevant customer information stored within the CRM.

Seamless integration with your finance and commerce solutions enables agents to assist customers with transactions, speeding up the payment process.

Monitor and engage with conversations customers are having about you on social media, quickly identifying sentiment. Route customer issues to the relevant member of staff as soon as they’re identified to build your reputation for prompt support.

Your sales and marketing teams can leverage social insights and quickly connect with customers, sharing information and documents in seconds to establish a new source of revenue.

Empower your customers by giving them direct access to a centralised knowledge base; allow them to search for support documents and answer frequently asked questions, saving valuable support time and resource. A self-service portal enables them to post questions and check the progress of their support queries.

Access and edit important key records whether or not you have an internet connection. Access CRM’s offline sync feature will automatically update any amendments you make when a connection is regained.

Optimised for tablet, iOS and Android devices, Access CRM is fully compatible with all your devices. Use the function-rich mobile app to send emails and make calls, or look up your customer’s location with in-built GPS mapping.

Remain up-to-date with internal developments and customer queries at all times. Track your deals, manage your workload and respond to customers when out of the office.

Streamline the entire lead-to-deal process with an understanding of bottlenecks in your sales cycle. Out-of-the-box templates allow you to trial new workflows with a single team, and if successful, roll it out across your organisation.  

Automate routine tasks to drive the sales process: set automatic reminders for important steps that need to be taken and issue email alerts for opportunities valued over a certain amount.

Customise the CRM to track leads and opportunities in a format that suits you to get total pipeline transparency. View comprehensive workflows on one page to decide the amount of information required to convert a lead to a contact, account or opportunity.

Automatically flag contracts close to their expiry date so that key account contacts and contract terms can be updated as necessary. Trigger pre-defined workflows when records are created or key fields are filled in; this ensures follow up calls are made and customer satisfaction is checked.

Expand your sales pipeline and streamline lead management with integrated Marketing Automation functionality. Increase the number of leads across multiple channels and ensure they are routed to the right sales person in real time.

Interact with prospects and customers using a comprehensive email marketing platform. Feed back campaign success to your sales team and track ROI with custom reports and lead alerts.

See each time a new or recurring visitor goes onto your website. Receive instant updates on page views, best-performing keywords and marketing campaigns that your visitors have come from. Get alerts for 'hot' leads and save time chasing down prospects.

Harness the power of business intelligence to extract and analyse customer data and create precise forecasts. See which product lines are performing best and use this information to drive the direction of your business.

Unify your customer data with insights from across the organisation to build a complete picture of performance. Slice and dice your customer data however you wish and display it in comprehensive graphs, charts and dashboards.

Access CRM integrates with all major servers including Microsoft Outlook, Gmail, Lotus Notes, Yahoo! and IMAP. Avoid scheduling clashes with immediate access to your personal calendar and easily look up former correspondence with email archival. Set up group inboxes for sales and support activities to consolidate communications.

A seamless integration between Access CRM and Access Financials (or other finance systems) gives sales and accounting teams a single source of truth. Reduce training and administration costs and speed up payment processes. Gain powerful insights into key metrics such as average order values and stock levels with accurate quote-to-cash.

If you are an Access customer, please visit our customer pages to see how your existing solutions integrate with Access CRM

Combine your industry-leading CRM with popular marketing automation solutions, including Wow Analytics, for incredible results. Gain additional marketing insights safe in the knowledge your two systems will automatically synchronise key data and information.

Perfect your social listening with a CRM that syncs up with your company accounts. Engage with your customers on the platforms they most like to use and get alerts for any recurring issues that might affect your reputation. Access CRM also integrates with social relationship platforms like Hootsuite to give your social media presence an additional boost.