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Average Ratings 0 Ratings

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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

Empower Your Shipping Decisions: Unleash the Power of Dynamic Ship Analysis with our Free Power BI App Dynamic Ship Analysis provides a comprehensive understanding of your shipping operations with real-time metrics, year-overyear comparisons and average shipment rates. It enhances your Dynamic ship usage by providing actionable insights, and a granular look at shipping costs and processes. • Time Savings: Automated data collection and analysis saves significant time compared to manual processes, allowing you to focus on other core business tasks. • Increased Visibility: The app offers clear visibility into shipping operations, including carrier performance, service levels, and shipment tracking, providing complete control over your shipping process. • Streamlined Operations: The app streamlines your shipping operations by integrating seamlessly with Dynamics 365 Business Central and the Dynamic Ship add-on, improving efficiency and productivity. • Proactive Planning: The ability to analyze shipping trends and patterns enables proactive planning and forecasting, helping to avoid potential disruptions and improve customer service.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Access Financials Yes 
FactoryMaster MRP Yes 
Gmail Yes 
HireAra Yes 
InfoTrack Yes 
Insider One Yes 
Klaviyo Yes 
Mailchimp Yes 
Microsoft Dynamics 365 Business Central No 
Microsoft Office 2024 Yes 
Microsoft Power BI Yes 
QuickBooks Online Yes 
Sage 50 Yes 
Spotler Yes 
Stripe Yes 
Xero Yes 
Zapier Yes 

Integrations

Access Financials No 
FactoryMaster MRP No 
Gmail No 
HireAra No 
InfoTrack No 
Insider One No 
Klaviyo No 
Mailchimp No 
Microsoft Dynamics 365 Business Central Yes 
Microsoft Office 2024 No 
Microsoft Power BI No 
QuickBooks Online No 
Sage 50 No 
Spotler No 
Stripe No 
Xero No 
Zapier No 

Pricing Details

$405.73 per month
Free Trial Yes 
Free Version No 

Pricing Details

Free
Free
Free Trial No 
Free Version Yes 

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 No 
iPad App No 
Android App No 
Windows Yes 
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) No 
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) No 
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

Insight Works

Founded

2008

Country

Canada

Website

dmsiworks.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

Shipping

Air Shipping No 
Bills of Lading No 
Container Shipping No 
Freight Shipping Yes 
Ground Shipping Yes 
Import / Export No 
Ocean Shipping No 
Parcel Shipping Yes 
Quotes / Estimates Yes 
Shipment Tracking Yes 
Warehouse Management No 

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