Average Ratings 0 Ratings
Average Ratings 0 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
Experience rapid growth and elevate your team’s performance, ensuring every customer departs satisfied. This comprehensive system caters to plumbing, HVAC, electrical, and various other contractors serving homes and businesses. Its user-friendly design is embraced by both technicians and clients alike. Boost your average sales per transaction while guaranteeing a positive customer experience. The available package options are straightforward and tailored for your technicians' needs. Key performance indicators keep you updated and aligned with your goals. With distinct dashboards, you can easily discuss relevant information with both technicians and management. Additionally, monitor your marketing expenditures, sales generated from repairs, year-over-year revenue trends, average ticket values, service agreement sales, and other critical metrics to ensure ongoing success in your operations. This system not only facilitates growth but fosters a culture of accountability and clarity within your team.
API Access
Has API
No
API Access
Has API
No
Integrations
QuickBooks Online
Yes
Access Financials
Yes
FactoryMaster MRP
Yes
Gmail
Yes
HireAra
Yes
InfoTrack
Yes
Insider One
Yes
Klaviyo
Yes
Mailchimp
Yes
Microsoft Office 2024
Yes
Integrations
QuickBooks Online
Yes
Access Financials
No
FactoryMaster MRP
No
Gmail
No
HireAra
No
InfoTrack
No
Insider One
No
Klaviyo
No
Mailchimp
No
Microsoft Office 2024
No
Pricing Details
$405.73 per month
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
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
No
iPad App
No
Android App
No
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
No
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
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
FieldWorx
Country
United States
Website
www.fieldworx.software/
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
Electrical Contractor
Billing & Invoicing
No
Commercial / Industrial
No
Contract Management
No
Customer Database
No
Electronic Signature
No
Mobile Access
No
Quotes / Estimates
No
Scheduling
No
Time Tracking
No
Work Order Management
No
Field Service Management
Billing & Invoicing
No
Contact Database
No
Contract Management
No
Customer Database
No
Dispatch Management
No
Electronic Signature
No
Inventory Management
No
Mobile Access
No
Payment Collection in the Field
No
Quotes / Estimates
No
Routing
No
Scheduling
No
Service History Tracking
No
Time Clock
No
Work Order Management
No
HVAC
Billing & Invoicing
No
Customer Database
No
Dispatch Management
No
Inventory Control
No
Job Management
No
Maintenance Scheduling
No
Mobile Access
No
Quotes / Estimates
No
Routing
No
Scheduling
No
Service History Tracking
No
Technician Management
No
Work Order Management
No
HVAC Estimating
Billing & Invoicing
No
Commercial/Industrial
No
Cost Database
No
Data Import / Export
No
Equipment Maintenance
No
Financing Management
No
Labor Rates
No
Quotes/Proposals
No
Scheduling
No
Takeoff
No
Tradesman Job Management
Contract Management
No
Customer Database
No
Dispatch Management
No
For Builders
No
For Electricians
No
For Field Service Businesses
No
For HVAC
No
For Plumbers
No
For Roofers
No
Invoicing
No
Job Tracking
No
Payments
No
Quoting
No
Reporting
No
Scheduling
No
Time Tracking
No