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Ratings and Reviews 0 Ratings
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What is CloudApper CRM?
CloudApper CRM stands out as an exceptionally user-friendly application designed for effectively managing relationships with both prospective and current clients. It accelerates the capture and qualification of business leads while meticulously tracking interactions between the company and its clientele. By consolidating customer inquiries, solutions, negotiations, and service requests into a single platform, it enhances business communication significantly. Furthermore, it streamlines various tasks and processes, enabling any team member to engage with customers and deliver tailored service. Both the Web and Mobile App facilitate prompt and effective sales efforts, ensuring high responsiveness. Users can easily create new accounts or link contacts to existing ones, allowing for seamless storage and sharing of information with potential clients. Additionally, the introduction of CRM-on-the-go has resulted in mobile applications for both iOS and Android, offering the sales team increased flexibility in generating reports and managing their activities. This innovation significantly enhances the overall efficiency of sales operations and customer relationship management.
What is Access CRM?
Access CRM equips sales teams with vital tools necessary for securing additional business by nurturing teamwork and boosting productivity, which ultimately leads to improved closing rates and accelerated sales growth. Its state-of-the-art integration with accounting and ERP systems delivers exceptional sales insights, predictive analytics, and heightened efficiency across marketing, sales, and customer service sectors. By having a well-defined, data-driven perspective of the ideal customer profile, companies can attract higher-quality leads that significantly enhance close rates and streamline customer acquisition efforts. Furthermore, features aimed at evaluating churn risk and identifying cross-sell and upsell opportunities help to optimize the lifetime value of clients. Access CRM includes functionalities such as integration capabilities with services like Mailchimp and Klaviyo, customizable inquiry forms, adaptable workflows for pipeline management, a centralized document repository for proposals, a dashboard for sales managers, and insights into customer spending patterns over time. By effectively connecting your accounting, inventory, or ERP systems with Access CRM, your team's data stays seamlessly integrated, fostering improved collaboration and streamlined workflows. This comprehensive methodology not only enables teams to achieve sales success but also significantly boosts overall organizational performance, ensuring a competitive edge in the market.
Integrations Supported
Access Financials
FactoryMaster MRP
Gmail
HireAra
InfoTrack
Insider One
Klaviyo
Mailchimp
Microsoft Office 2024
Microsoft Power BI
Integrations Supported
Access Financials
FactoryMaster MRP
Gmail
HireAra
InfoTrack
Insider One
Klaviyo
Mailchimp
Microsoft Office 2024
Microsoft Power BI
API Availability
Has API
API Availability
Has API
Pricing Information
$10 per user, per month
Free Trial Offered?
Free Version
Pricing Information
$405.73 per month
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
CloudApper
Date Founded
2003
Company Location
United States
Company Website
cloudapper.com
Company Facts
Organization Name
The Access Group
Date Founded
1991
Company Location
United Kingdom
Company Website
www.theaccessgroup.com/en-gb/crm/software/access-crm/
Categories and 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
Categories and 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