Last Updated
Overview
Access CRM is a scalable, cloud-based solution that centralizes customer data and streamlines operations. While the system may feel complex for smaller teams or those requiring offline access, its powerful customization capabilities and deep feature set make it a strong fit for medium to large businesses with evolving needs.
Overall Rating
Based on 1 users reviews
3
Rating Distribution
Positive
0%
Neutral
100%
Negative
0%
Starting Price
Custom
Access CRM Specifications
- Contact Management
- Lead Management
- Opportunity Management
- Sales Forecasting
What Is Access CRM?
Access CRM is a customer relationship management platform designed for small to mid-sized professional services firms. It centralizes client data, streamlines communication, and automates marketing to help build stronger relationships. The system supports workflow automation, real-time reporting, Office 365 integration, and contact management. It also offers time tracking, billing, and practice management tools, making it a comprehensive solution for improving operational efficiency in service-oriented businesses.
Access CRM Pricing
Access CRM offers the following pricing plans:
- Professional CRM: $421/month
- Advanced CRM: $2,327/month
Disclaimer: The pricing is subject to change.
Access CRM Integrations
Access CRM software seamlessly integrates with various applications, including:
- Stripe
- Zapier Software
- Klaviyo
- Spotler
- Mailchimp Software
- Microsoft Office 365
- Power BI
Who Is Access CRM For?
The platform delivers tailored solutions for a wide range of use cases across multiple industries, including:
- Manufacturing
- Convenience stores
- Hotels and casinos
- Restaurants and bars
- Warehousing and fulfilment
- Construction
- Waste management
Is Access CRM Right For You?
Access CRM is ideal for businesses looking to align CRM with inventory and ERP systems. It transforms operational data into strategic insights, bridging the gap between customer management and back-office workflows. With automated analytics and integrated tools, the platform supports smarter decisions, improves efficiency, and helps maximize customer lifetime value, making it a strong choice for growing organizations.
Still unsure about Access CRM? Contact our support team at (661) 384-7070 for further assistance.
Access CRM Features
RFM Analysis
Access CRM segments customers based on recency, frequency, and monetary value, enabling targeted messaging strategies. This structured segmentation enables data-driven decision-making and enhances marketing performance across various stages of the customer lifecycle.
Faster Order Processing
The platform improves order efficiency with CSV uploads, Stripe payment integration, template orders, and automated confirmations. It minimizes manual input, allowing staff to dedicate more time to customer interaction and service quality.
Missing Order Report
Access CRM identifies customers at risk of churn by detecting gaps in purchasing behavior. This reporting feature enables early action, supporting stronger retention strategies and reducing revenue loss from lapsed engagement.
Web Enquiry Forms
Enquiry forms integrated into websites feed data directly into the software, helping teams review, qualify, and convert leads into CRM opportunities. Every enquiry is tracked and monitored through the conversion process.
End-to-End Reporting
This software provides full visibility from enquiries to invoices. Access CRM supports performance tracking by product, territory, customer, or team member, enabling businesses to measure success and refine operations with actionable insights.
Pros And Cons of Access CRM
Pros
Customizable platform tailored to specific business needs and workflows
Sales automation features to improve productivity
Cloud-based access from any device or location
Cons
Setup and customization can be time-consuming
Steep learning curve, especially for non-technical users
Access CRM Reviews
Total 1 reviews
3
All reviews are from verified customers
Rating Distribution
5
Stars0%
4
Stars0%
3
Stars100%
2
Stars0%
1
Stars0%
Share your experience
Mid Market, 51-100 employees
Less than a year
“User-friendly and affordable”
Pros
Access CRM interface is easy to use and the automation features are great too. And the thing I like the most about it is that it is quite affordable.
Cons
The features are somewhat limited and I noticed some performance problems too.
Rating Distribution
Ease of use
4
Value for money
3
Customer Support
3
Functionality
3
Frequently Asked Questions
What other apps does Access CRM integrate with?
Access CRM integrates with a variety of applications, including Stripe, Zapier, Klaviyo, Spotler, Mailchimp, Microsoft Office 365, and Power BI.
Who are the typical users of Access CRM software?
Access CRM features are used by businesses across various industries, including construction, convenience stores, hotels and casinos, manufacturing, restaurants and bars, warehousing and fulfillment, and waste management.
What language does Access CRM support?
Access CRM offers multi-language support.
Does Access CRM offer an API?
Yes, Access CRM offers an API.
What level of support does Access CRM offer?
Access CRM software offers support through a customer success portal, a knowledge base, and FAQs.
What types of pricing plans does Access CRM offer?
Access CRM price starts at $421 per month for the Professional CRM plan, while the Advanced CRM plan is available for $2,327 per month. Both plans include a 14-day free trial. Request a personalized Access CRM pricing quote for your business today!
Does Access CRM have a mobile app?
Yes, Access CRM offers a dedicated mobile application for iOS and Android devices.