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Average Ratings 0 Ratings

Total
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

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 

Screenshots View All

Screenshots View All

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 
Microsoft Power BI Yes 
QuickBooks Online Advanced No 
Sage 50 Yes 
Spotler Yes 
Stripe Yes 
Xero Yes 
Zapier Yes 
pulseM No 

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 
Microsoft Power BI No 
QuickBooks Online Advanced Yes 
Sage 50 No 
Spotler No 
Stripe No 
Xero No 
Zapier No 
pulseM Yes 

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 

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