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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
Your enterprise thrives on a foundation of recurring revenue, and Metricsco is here to ensure that this revenue remains steady. By employing decline recycling techniques, you can effectively lower churn rates, while predictive analytics allow you to foresee customer departures and take proactive measures. Furthermore, uncover opportunities for cross-selling and upselling to boost engagement and extend customer lifetime value. Our intuitive drag-and-drop decline recycling strategy builder empowers you to design strategies independently, without needing assistance from a technical team. We offer a collection of pre-made strategies that you can implement and evaluate according to your preferences and schedule. Additionally, you can craft personalized strategies and experiment with various iterations to consistently identify the most effective methods for enhancing recurring revenue and reducing churn. This platform is the most sophisticated dunning communication management system available for both mobile and web, providing a powerful, adaptable, and interactive solution that enables you to deploy targeted automated messages whenever payment issues arise, ensuring you maintain a strong connection with your customers. By leveraging these tools, you can navigate the complexities of customer retention with ease and efficiency.
API Access
Has API
API Access
Has API
Integrations
Stripe
Access Financials
Braintree
FactoryMaster MRP
Gmail
InfoTrack
Klaviyo
Mailchimp
Microsoft Office 2024
Microsoft Power BI
Integrations
Stripe
Access Financials
Braintree
FactoryMaster MRP
Gmail
InfoTrack
Klaviyo
Mailchimp
Microsoft Office 2024
Microsoft Power BI
Pricing Details
$405.73 per month
Free Trial
Free Version
Pricing Details
$149 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
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
Metricsco
Country
United States
Website
www.metricsco.com
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management