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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
At Unplugg IT Solutions, we take great pride in creating affordable, tailor-made software solutions that align perfectly with your business operations and management requirements by merging innovation with top-tier software. We transform challenges into effective solutions. Our primary focus is to address the diverse needs of stakeholders in the burial industry, including Funeral Parlours, Brokers, Administrators, and Underwriters. We specialize in developing exceptional policy administration software that serves as the backbone of our offerings. This essential system is augmented with a variety of integrated workflows and electronic document management tools, all designed to enhance efficiency, speed, and clarity. Our dedicated team of seasoned developers and business consultants collaborates closely to deliver optimal solutions across a wide spectrum of platforms. By offering a leading suite of integration solutions, we work intimately with our clients to gain a deeper understanding of their needs, enabling companies to consolidate their information seamlessly. Consequently, our commitment to innovation and excellence helps businesses thrive in a competitive landscape.
API Access
Has API
API Access
Has API
Integrations
Access Financials
FactoryMaster MRP
Gmail
InfoTrack
Klaviyo
Mailchimp
Microsoft Office 2024
Microsoft Power BI
QuickBooks Online
Sage 50
Integrations
Access Financials
FactoryMaster MRP
Gmail
InfoTrack
Klaviyo
Mailchimp
Microsoft Office 2024
Microsoft Power BI
QuickBooks Online
Sage 50
Pricing Details
$405.73 per month
Free Trial
Free Version
Pricing Details
No price information available.
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
Unplugg Group
Founded
2007
Country
South Africa
Website
www.unplugg-group.co.za/our-products-2/
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
Insurance Policy
Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management