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
Merge enables B2B companies to add hundreds of integrations to their products, making it easy to access and sync their customers’ data. Instead of building and maintaining each integration in-house, your developers can save time by integrating once to Merge’s Unified API to add an entire category of integrations to your product in just weeks.
Merge offers over 220 integrations in accounting, HRIS, ATS, CRM, file storage, and ticketing. Once you build into Merge’s API, you’ll automatically get access to every integration we add. Merge’s platform makes secure data access easy by normalizing data and handling authentication, pagination, and rate limiting so you don’t have to deal with the nuances of each integration.
Merge supports the entire integration lifecycle after the initial build. Merge handles integration maintenance — catching and resolving any issues so you don’t have to worry about integrations breaking. With a suite of integration observability features in our Dashboard, your customer success team has full visibility and control over your product integrations.
Thousands of companies like Handshake, Ramp, BambooHR, Remote, and Drata use Merge to power their integrations at scale, enabling them to unblock sales, reduce customer churn, accelerate time to market for new products, and save costs related to engineering resources spent on building and maintaining integrations.
Merge adheres to industry-standard compliance frameworks including SOC 2 Type II and ISO 27001, and complies with privacy regulations like HIPAA, GDPR and CCPA.
API Access
Has API
No
API Access
Has API
No
Integrations
QuickBooks Online
Yes
Xero
Yes
ADP Workforce Now
No
Boon
No
ClockWork
No
FactoryMaster MRP
Yes
Gmail
Yes
GoodFit
No
Gusto
No
HR Cloud
No
Integrations
QuickBooks Online
Yes
Xero
Yes
ADP Workforce Now
Yes
Boon
Yes
ClockWork
Yes
FactoryMaster MRP
No
Gmail
No
GoodFit
Yes
Gusto
Yes
HR Cloud
Yes
Pricing Details
$405.73 per month
Free Trial
Yes
Free Version
No
Pricing Details
Free
Merge offers a self-serve Launch Plan with three free Production Linked Accounts, after which the cost is $650/month for up to 10 accounts.
For larger-scale usage, you can explore Merge’s Professional or Enterprise Plans, which offer volume-based discounts and additional features, like dedicated support and sandbox environments.
For larger-scale usage, you can explore Merge’s Professional or Enterprise Plans, which offer volume-based discounts and additional features, like dedicated support and sandbox environments.
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
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)
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)
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
Merge.dev
Founded
2020
Country
United States
Website
www.merge.dev/
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
Integration
Dashboard
No
ETL - Extract / Transform / Load
No
Metadata Management
No
Multiple Data Sources
No
Web Services
No