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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

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

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 

Screenshots View All

Screenshots View All

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 
HireAra Yes 
Humaans No 
Mailchimp Yes 
Model Context Protocol (MCP) No 
Qarrot No 
Recruitee No 
Sage 50 Yes 
Spotler Yes 
Stripe Yes 
eGifter Rewards 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 
HireAra No 
Humaans Yes 
Mailchimp No 
Model Context Protocol (MCP) Yes 
Qarrot Yes 
Recruitee Yes 
Sage 50 No 
Spotler No 
Stripe No 
eGifter Rewards 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​​.
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 

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