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CRM

Cloud-Based CRM software

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

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Grow your sales with cloud-based 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.

How cloud-based CRM software will help your business

Generate more customers

Capture new customers through enquiry web forms and automatically pass these straight into your cloud CRM system for your Sales team to follow up on.

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Enhance customer relationships

From checking checking in with customers and recording activities, to logging and dealing with important customer issues – cloud CRM helps you stay on top of the things that matter to your customers.

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Improve business reporting

Reporting and analysing customers, sales, opportunities, enquiries and user activity is made easier with our cloud CRM's integration to leading accounting systems.

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Connect to existing systems

By linking your accounting system with cloud CRM, 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.

Drive marketing campaign success

Using intelligence from the integration to your accounts system, create specific and targeted lists - then design beautiful marketing campaigns with our cloud CRM's integration to Mailchimp & Klaviyo.

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Boost your close rate

Cloud CRM will optimise your close rate, so you win more business more quickly and accelerate your sales growth.

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Benefits of 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.

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, 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!

Everything you need to know about cloud CRM systems

Cloud CRM FAQs

What is a cloud based 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. 

What are the benefits of a cloud based CRM?
  • Reduced start up cost 
  • Ability to view more than one record at a time 
  • Simple reporting 
  • Intelligent and configurable dashboards 
  • Scalability 
  • Data back up 
  • Remote support
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. 

Read more about on-premise CRM vs cloud-based CRM.