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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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

Chakra Sales CRM is a sales-oriented software tailored for small businesses to organize and streamline their sales process. Easy to set up and use, user-friendly interface to operate, workflow automation to increase efficiency and speed, and no-code configurations to customize in a self-service manner, Chakra offers ease of use, flexibility, and effective workflow automation to boost speed and productivity. Teams can instantly start by plugging in the lead generation sources, connecting their email and calling apps, creating a custom sales pipeline, and setting up reminders and automated tasks. Advanced setups like API or webhook integrations, WhatsApp Connect, calendar sync, Lead nurturing workflows, and automated assignment of leads can be easily configured by teams. With customization in layout, user access, custom reports, and notifications, Chakra gives great flexibility to teams to build a solution to suit their needs. Trusted by over 8000+ users and over 150 organizations across industries, Chakra Sales CRM helps boost revenue by managing sales, marketing, and support operations.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Gmail Yes 
Access Financials Yes 
Exotel No 
Facebook No 
FactoryMaster MRP Yes 
HireAra Yes 
Insider One Yes 
Instagram No 
Kaleyra No 
Klaviyo Yes 
Knowlarity No 
Mailchimp Yes 
Microsoft Office 2024 Yes 
Microsoft Power BI Yes 
QuickBooks Online Yes 
Sage 50 Yes 
Stripe Yes 
WhatsApp No 
Xero Yes 
Zapier Yes 

Integrations

Gmail Yes 
Access Financials No 
Exotel Yes 
Facebook Yes 
FactoryMaster MRP No 
HireAra No 
Insider One No 
Instagram Yes 
Kaleyra Yes 
Klaviyo No 
Knowlarity Yes 
Mailchimp No 
Microsoft Office 2024 No 
Microsoft Power BI No 
QuickBooks Online No 
Sage 50 No 
Stripe No 
WhatsApp Yes 
Xero No 
Zapier No 

Pricing Details

$405.73 per month
Free Trial Yes 
Free Version No 

Pricing Details

$99/All Users/month
Unlimited Users
All Features
Leads, Deals, Contacts, Companies
Multiple Process & Pipeline
AI Settings: Call Transcript, Chatbot
Mobile App (iOS, Android)
Email, Chat, WhatsApp, Telephony Integrated
Social Media Leads Integration
Automations: Assignment, Workflows
Pipeline Management: Multiple Processes & Pipelines
Reporting: Custom Dashboards
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 Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App Yes 
Windows No 
Mac No 
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 Yes 
Live Training (Online) Yes 
In Person No 

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

ChakraHQ

Founded

2019

Country

India

Website

chakrahq.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 Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management No 

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