Average Ratings 0 Ratings
Average Ratings 4 Ratings
Description
Access CRM provides sales teams with essential tools designed to boost business success through enhanced teamwork and efficiency, improved close rates, and accelerated growth in sales. Its leading-edge integration with accounting and ERP systems facilitates distinct sales analytics, predictive insights, and efficiency improvements across marketing, sales, and customer service departments. By leveraging data-driven insights into your ideal customer profile, you can generate higher quality leads that result in better close rates, thereby speeding up customer acquisition. Additionally, tools for managing churn risk, cross-selling, and upselling are designed to maximize customer lifetime value. Access CRM includes features such as integration capabilities with Mailchimp and Klaviyo, customizable inquiry web forms, pipeline management with adjustable workflows, a document repository for proposals, a dashboard for sales managers, and insights into customer spending patterns over multiple years. Furthermore, by linking your accounting, inventory, or ERP system to Access CRM, you ensure that data flows seamlessly between systems, fostering enhanced collaboration among your team members. This interconnectedness allows for a more streamlined and efficient sales process overall.
Description
CBS-CRM is crafted to streamline customer relationship management, enhancing your ability to connect with and engage customers efficiently.
It is ideal for small and medium enterprises looking to improve profitability, efficiency, and growth.
CBS-CRM software helps businesses reach their potential customers more effectively and create better marketing campaigns.
API Access
Has API
No
API Access
Has API
No
Integrations
Access Financials
Yes
FactoryMaster MRP
Yes
Gmail
Yes
HireAra
Yes
InfoTrack
Yes
Insider One
Yes
Klaviyo
Yes
Mailchimp
Yes
Microsoft Office 2024
Yes
Microsoft Power BI
Yes
Integrations
Access Financials
No
FactoryMaster MRP
No
Gmail
No
HireAra
No
InfoTrack
No
Insider One
No
Klaviyo
No
Mailchimp
No
Microsoft Office 2024
No
Microsoft Power BI
No
Pricing Details
$405.73 per month
Free Trial
Yes
Free Version
No
Pricing Details
Starter - $11.99/month/user, Billed Annually
Advanced - $22.39/month/user, Billed Annually
Professional - $35.99/month/user, Billed Annually
Enterprise - $59.91/month/user, Billed Annually
Advanced - $22.39/month/user, Billed Annually
Professional - $35.99/month/user, Billed Annually
Enterprise - $59.91/month/user, Billed Annually
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
The Access Group
Founded
1991
Country
United Kingdom
Website
www.theaccessgroup.com/en-gb/crm/software/access-crm/
Vendor Details
Company Name
CBS Systems
Founded
2007
Country
United States
Website
cbssys.com
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
No
Lead Scoring
Yes
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
Yes
Social Media Integration
No
Task Management
Yes
Territory Management
Yes