Access CRM product features
Looking to grow your sales? Boost your close rate? Keep customers for longer? Look no further!
Trusted by businesses worldwide, Access CRM's unique integration to market leading accounting & ERP systems allows businesses to unlock sales potential.
Check out all the features below.
RFM analysis
RFM analysis software allows you to target the right customers, at the right time, with the right message through an automated and proven customer segmentation strategy. Access CRM automatically segments customers by order Recency, Frequency and Monetary value.
The Magic Matrix
Increase customer lifetime value (CLTV) by getting more customers to buy more of your products or services. Strategically identify and action key cross-selling opportunities using Access CRM’s unique Magic Matrix system.
Quoting Software
Improve your staff efficiency by making it easy to generate accurate and beautiful quotes…and make it easy for your customers to place orders with our optimised Quote-to-Order Workflow.
Faster Order Processing
Whether you send quotes first or just take incoming orders, you want your staff to spend more time helping customers and less time keying orders or rekeying quotations. From CSV uploads and Stripe payment integration, to automated confirmation emails and template orders, you’ll improve order efficiency with Access CRM.
Missing Order Report
No matter how good your marketing, quoting and order-taking processes are, some customers will at some point look elsewhere for other products, services and suppliers. Spotting that is hard, and yet doing so quickly is essential for customer retention. Access CRM’s Missing Orders automatically identifies at-risk customers, allowing you to act early and avoid customer churn.
Get Integrated in Minutes
Access CRM was built for integration. No messing around, no fuss, no custom integration. Sign up for a Access CRM free trial 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!
Web Enquiry Forms
Record details of an enquiry or lead in Access CRM directly, or capture these via optimised web forms that you can create and add to your website. Automatically feed them from your website straight into Access CRM for your team to review, qualify and convert into CRM Opportunities and track conversions.
Problem Tracking
Whilst many businesses don’t need complex or dedicated support ticketing software, most need to deal with delivery issues, product returns & sometimes complaints. Record your client's issue as a CRM ticket & pass it in real-time to your customer service, warehousing or accounts team using detailed accounts & sales data to resolve issues at the source & turn every problem into an amazing customer experience.
Opportunity Tracking
All CRMs offer lead and opportunity tracking, so it’s no surprise that Access CRM has that too. But with customisable workflows, kanban view pipelines, leaderboards and sales reporting all in one place, you can track sales performance with ease. Worst, Likely and Best figures are calculated automatically, helping you determine which sales are most likely to close and by when, giving you a more accurate sales forecast.
End-to-End Reporting
Don’t just report on typical CRM records and activities, 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.
Landing Page Builder
Attracting new business and retaining existing customers requires active and repetitive engagement. So, Access CRM lets you develop digital marketing assets from scratch and build dynamic single-page resources with pre-made templates – driving conversions that land straight in your CRM’s opportunity pipeline!
The CRM Growth Engine
The CRM Growth Engine is here to help you succeed with the Growth Formula - attracting more customers and maximising customer lifetime value (CLTV) is key to a profitable, growing business. The Growth Engine analyses your CRM and ERP data, turning it into digestible charts that illustrate your progress in each of these seven growth strategies. By seeing clear upward, flat, or downward trends you can quickly pinpoint which areas need the most focus and improvement.
Grow Faster with Shared Goals
Whether you’re focussed on new business or customer lifetime value, the ultimate measure of success is growing your sales orders and revenue. Access CRM's tight integration means you can accurately set goals and targets against revenue and order, without any rekeying or complex spreadsheets. Know where your team is winning and where it can improve.
Equipment and Contracts
For those that need it, Access CRM allows you to record and keep track of products that customers have in their possession under a service contract or on lease. From recording contract renewal dates and types of contracts, to logging your different equipment manufacturers and linking equipment items to other CRM records, you can monitor it all in Access CRM.
