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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
GetAccept is an all-in-one solution for e-signature, contract management, proposal creation, sales collateral management, document tracking and prospecting. Used by sales, HR, customer success and development teams; personal video messaging, live chat and analytics are popular features.
Our Digital Sales Room has two powerful parts: a Deal Room (from first meeting to proposal) and a Contract Room (from proposal to signed deal).
Deal Room: Boost your win rates by making collaboration between buyers and sellers easier – in one shared space. Upload sales collateral, create mutual action plans, and chat with your buyers in real time.
Contract Room: Empower sales reps to become top performers and create stunning proposals in minutes. Start from scratch with our in-app editor, or use smart templates for interactive, branded contracts.
With a comprehensive suite of features designed to increase win rates, GetAccept stands at the forefront of the digital sales transformation.
API Access
Has API
API Access
Has API
Integrations
Stripe
Zapier
Access Financials
Chargebee
Facebook
G2
Gmail
Google Analytics
Google Drive
HubSpot CRM
Integrations
Stripe
Zapier
Access Financials
Chargebee
Facebook
G2
Gmail
Google Analytics
Google Drive
HubSpot CRM
Pricing Details
$405.73 per month
Free Trial
Free Version
Pricing Details
$25 per user 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
GetAccept
Founded
2015
Country
United States
Website
www.getaccept.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
Product Features
CPQ
2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce
Digital Signature
Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking
Proposal Management
Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control
Sales Content Management
Audio / Video Recording
Audio File Management
Branded Sales Content
Centralized Sales Content Repository
Collaboration Tools
Content Recommendations
Email Management
Engagement Analytics
Interaction Tracking
Personalization
Sales Partner Management
Sales Training / Onboarding
Video File Management
Sales Enablement
Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management
Sales Engagement
CRM Integration
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management