Unlock intelligent reporting on financial and sales metrics, ensuring you always have a clear picture of business performance. By centralising and structuring critical data, Prospect CRM leverages Access Financials for a data-driven approach to support informed and proactive decision making.
Maximise Business Potential with CRM for Access Financials
Using or considering Access Financials Looking to grow your business? Want an award-winning, fully integrated sales platform?
Integrated CRM and Accounting Software
Mobile Accessibility
When integrated, Prospect CRM and Access Financials support mobile accessibility, enabling users to access critical data on the go and facilitating remote teams who need real-time information from diverse locations.
Cost Efficiency
Adopting an effective CRM and accounting tech stack like Prospect CRM and Access Financials will help you eliminate operational inefficiencies while increasing cost savings, productivity, and return on investment (ROI).
Intuitive User Experience
Featuring user-friendly designs, Prospect CRM’s integration with Access Financials makes it easy for staff to navigate growth tools effectively. Prospect CRM’s simple interface allows for quicker adoption and more time spent focusing on core tasks.
Why Prospect CRM?
Comprehensive analytics
Combining CRM and accounting data provides powerful analytics capabilities that drive deeper insights into sales trends, customer profitability, and overall performance. Leverage Prospect CRM’s reporting tool to drive strategic planning and push for a competitive advantage with unique data analysis.
Faster quoting & invoicing
Sales teams can quickly generate quotes using up-to-date pricing data extracted from Access Financials as well as customer information stored in Prospect CRM. Once an order is confirmed, your integrated system will instantly convert quotes into invoices, improving efficiency across operations and ensuring accurate order fulfilment every time.
Improve customer retention
Integrated CRM and accounting software provides detailed insights into customer behaviour by performing value-based segmentation, identifying upsell opportunities, and organising both new and historical records to allow for proactive engagement. Use intelligent customer relationship tools to address potential issues early and prevent churn before it’s too late.
Trusted by wholesale businesses worldwide
How it Works
Watch this webinar on how Prospect CRM and Access Financials work together once integrated and see why CRM software for accounting firms is a must have!
Grow your business with integrated CRM and Accounting Software
Customisable Solutions
With integrated solutions for accounting and CRM, this tech stack can be configured to suit your unique business processes. Whether you need to tailor your workflows for repeated customer engagement or develop dashboards to track Sales team progress, the systems can adapt to your needs.
Performance Tracking
Offer Quality Support
Integrating Prospect CRM with Access Financials empowers your Customer Service team to provide high-quality support through an efficient ticketing system that can be logged and accessed by the entire support team. Ensure a seamless handoff between staff and maintain continuity in customer interactions with a comprehensive tech stack that facilitates quick query resolutions.
Visibility of Customer Records
Gain a complete understanding of customer records with individual contacts associated with respective organisations, and map business structures effectively in Prospect CRM. Prospect CRM integrated with Access Financials allows you to see the relationships between decision-makers, and other stakeholders, so you can target the right individuals while navigating the complex B2B buying journey.
Better Collaboration
By storing all critical data securely in the cloud, this integrated solution ensures that both Sales and Accounts teams have access to the same information to work together more effectively, avoid duplicating efforts, and address customer needs faster.
Harness Growth Strategies
Whether it’s through customer acquisition or retention, Prospect CRM and Access Financials work together to ensure B2B product businesses are targeting the right leads and keeping them in their revenue stream. Capture key lead information and convert more opportunities into revenue while keeping your sales cycle in motion.
FAQs
What is Access Financials?
Access Financials is cloud accounting software and finance software that moves with your business.
Why is Prospect the official CRM for Access Financials?
Since we first integrated to Access Financials, the Access team have recommended Prospect CRM all the time to their customers because of our tight integration and focus on offering a CRM for B2B product businesses. We’ve now welcomed hundreds of Access Financials customers, and since joining The Access Group alongside Access Financials, we now share more customers than ever before.
How much does Prospect CRM cost?
After your 14-day, Access Financials-integrated Free Trial (no credit card required for this), our most popular package that businesses subscribe to is Professional CRM – take a look at our pricing here.
Is there any training/onboarding available?
Sure – all of our CRM Subscriptions include one of our FlightPaths to get the whole team up & running faster, with increased ROI & reduced staff frustration. With a mixture of guided self-help & professional assistance, there’s a FlightPath to suit everyone!
How do I integrate my Prospect CRM trial to Access Financials?
Simply follow these steps to get set up.
How long does the import take to run?
Our CRM integration with Quickbooks Online means your data import completely depends on the amount of data in your Quickbooks Online system – the more data you have, the longer it will take. This could be anything from a few minutes to a few hours.