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Access CRM

Access CRM built for sales growth

Drive quality leads, improve close rates and maximise your customer lifetime value with Access CRM. Designed for any business, in any industry.

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Unlock your sales potential with Access CRM

Access CRM’s market-leading accounting and ERP integration unlocks unique sales analysis, predictive intelligence and efficiency gains across Marketing, Sales & Customer Service teams.

Data-driven clarity on your ideal customer profile (ICP) means better leads with improved close rates that accelerate customer acquisition; while churn risk, cross-sell and upsell tools ensure maximum customer lifetime value (CLTV).

For any business in any industry, Access CRM delivers significant and sustained sales growth. 

5 benefits you'll get with Access CRM

1. Generate more customers

Identify the hottest leads and capture them easily through web enquiry forms which automatically pass into Access CRM for your sales team to follow up on.

Access CRM will give your sales team visibility of all new leads from anywhere, on any device, and any browser, to ensure none are missed.

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2. Enhance customer relationships

Stay on top of the things that matter to your customers:

  • Check in with them regularly to build rapport
  • Log and deal with important customer issues to avoid complaints
  • Record all activities to keep on top of communication
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3. Improve business reporting

Integrate Access CRM with your accounting system for real-time reporting of business performance. Why?

  • Improve collaboration between teams
  • Seamlessly pass data between systems
  • Report and analyse your customers, sales, opportunities, enquiries and user activities.
  • Make better business decisions!
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4. Drive marketing campaign success

Turn leads into sales by designing beautiful marketing campaigns with your favourite marketing automation platform integrated to Access CRM. Schedule your campaigns to target the right customers at the right time with specific and targeted lists.

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5. Boost your close rate

Access CRM gives your sales teams the tools to win more business. With improved collaboration and efficiency, as well as all the great features in our CRM, you’ll optimise your close rate and accelerate sales growth.

Boost close rate v4

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

Features of Access CRM

  • Market-leading accounting & ERP integration 
  • Integration to Mailchimp & Klaviyo 
  • Enquiries & enquiry web forms 
  • Pipeline management & configurable workflows 
  • Document library for proposal documents etc. 
  • Sales Manager Dashboard 
  • Customer spend trends YoY 

Access CRM pricing

Simple CRM pricing for businesses that want to grow their sales – choose from one of our Access CRM subscriptions to get started. 

Professional CRM

Our most popular CRM subscription for businesses looking to grow their sales

£318 Per month
Features include:
  • Starts at 4 users (£58 per month per additional user)
  • 14 day Free Trial
  • Consultative Onboarding Assistance & Training
  • Annual contract paid monthly
Advanced CRM

Built for larger businesses with additional requirements

£1,759 Per month
Features include:
  • Starts at 15 users (£104 per month per additional user)
  • 14 day Free Trial
  • Extended Onboarding & Training
  • Annual contract paid monthly

Accounting, Inventory & ERP integrations

By connecting your accounting, inventory, or ERP system with Access 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.

With Access CRM’s integration to leading accounting systems like Access Financials, Access FactoryMaster and Access Mintsoft, reporting and analysing customers, sales, opportunities, enquiries and user activity is made easier.

Join an upcoming webinar to see why Access CRM is perfect for customers using Access software.

Marketing, Payment & Productivity 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. 

Wouldn’t it be great to know how your business scores on the key success metrics for growth? Use our free assessment tool to find out.

Everything you need to know about CRM systems

Access CRM FAQs

What is a CRM?

CRM means Customer Relationship Management. A CRM enables businesses to manage and analyse interactions with customers and prospective customers. A CRM system is software that helps business manage and grow their relationships.

Find out more about what CRM is and how it can benefit your business.

What is Cloud CRM?

A cloud-based CRM is software that is run on a server owned by the CRM provider and can be accessed through the internet. Sometimes this is referred to as SaaS or Software as a Service. Cloud-based software doesn’t need to be installed onto your computer, making set-up faster and easier. Plus, it helps keep your data safe and secure with top-level security - peace of mind for you.

Read more in our article: On-premise CRM vs cloud CRM: Which should you choose?

How do I integrate Access CRM to my Accounting/ERP system?

It’s easy to integrate Access CRM to your accounting system – when you take a Free Trial, it’ll show you how to get set up. 

How long does the integration take?

It completely depends on the amount of data that's in your back-office accounting/ERP system – the more data you have, the longer it will take. This could be anything from a few minutes to a few hours, if you’ve got years’ worth of data. 

What training & ongoing support is available for Access CRM?

It depends on which Access CRM subscription you choose. Our most popular CRM package, Professional CRM, includes consultative onboarding assistance and training. 

How often do you make improvements (like new features) to Access CRM?

With a new release every 3 weeks, Access CRM is always getting better. Thanks to our customer Ideas Portal, Access CRM customers can suggest and vote on ideas that get considered for the product roadmap! 

Do you have CRM systems for specific sectors?

Yes! We have a range of CRM products designed with a specific sector in mind, with tailored features and pricing. Take a look at the products for your sector:

What is the best CRM software?

With so many CRMs on the market, it can be hard to know which is the right one for your business and it can be a daunting prospect with numerous features and functions to consider.

In our guide The Best CRM Software 2024, we explore 10 different CRM systems, from their strengths and weaknesses, to reviewing their suitability by business type and size.

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