--- title: "A20 Connect Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about A20 Connect Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/10016756/A20-Connect/" page_type: "product" language: "en" --- # A20 Connect Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 4, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) A20 Connect ## What is A20 Connect? A20 Connect’s CRM is tailored specifically for the financial sector, addressing the unique challenges faced by accounting firms and financial advisors. This powerful platform integrates sales, marketing, and financial operations, offering tools like lead capture, nurture campaigns, and payment collection through the CRM. It's designed to manage leads, contacts, and transactions seamlessly, ensuring no opportunity is missed and every potential client is brought closer to conversion. ## What is A20 Connect used for? [Lead Management](https://www.capterra.com/lead-management-software/)[Sales Force Automation](https://www.capterra.com/sales-force-automation-software/)[Contact Management](https://www.capterra.com/contact-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $97 Flat Rate, Per Month Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for A20 Connect?[Manage this product listing](https://www.g2.com/products/a20-connect/claim_requests/new?auto=true) ## A20 Connect Overview Updated September 2026 AI summary A20 Connect is a cloud-based CRM solution designed for businesses of all sizes, offering tools for contact and lead management, sales tracking, and marketing automation. Its features include an activity dashboard, workflow management, calendar and email tools, and customizable fields, with additional options such as campaign management, multi-channel communication, and API access to support integrated sales and marketing workflows. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### A20 Connect 0.0 VS. [4.6 (6,117)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting Price $97 Flat Rate, Per Month Starting Price $9 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.5 (6,068) Value For Money 0.0 (0) Value For Money 4.3 (4,685) Customer Service 0.0 (0) Customer Service 4.4 (4,478) ## A20 Connect alternatives [4.3 (6,999)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.4 (226)](https://www.capterra.com/p/227088/Salesforce-Starter/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/) [4.6 (912)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Starting price $14.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/178819/EngageBay-Marketing/) [Freshsales](https://www.capterra.com/p/155563/Freshsales/) [4.5 (623)](https://www.capterra.com/p/155563/Freshsales/reviews/) Starting price $11.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/155563/Freshsales/) ## FAQs about A20 Connect Overview ### What company size and specific industries is A20 Connect built for? A20 Connect is designed for accounting firms, especially owners and executives at small to mid-sized practices that are focused on growth. It fits firms in the accounting and professional services sector that want support for expansion without adding unnecessary effort. Features and Usability ### What are the key features of A20 Connect? A20 Connect includes CRM and contact management, lead capture and lead nurturing, and sales pipeline management with opportunity tracking. It also offers marketing automation features such as drip campaigns, email marketing, SMS marketing, and landing pages/web forms, plus reporting, workflow automation, task management, and role-based permissions. Integrations ### Which third-party tools and platforms does A20 Connect integrate with? A20 Connect integrates with Gmail, Google Calendar, Google Workspace, Google My Business Review Manager, Microsoft Outlook, Slack, Shopify, QuickBooks Online, PayPal, Stripe, NMI Payments, authorize.net, WhatsApp, Instagram, TikTok, Twitter/X, and Zapier. These integrations cover email, scheduling, payments, commerce, messaging, and automation tools. Getting Started and Support ### What training and onboarding options does A20 Connect offer? A20 Connect provides documentation and videos to help teams get started. Documentation offers written reference material for setup and feature guidance, while videos provide visual walkthroughs that users can follow at their own pace. Getting Started and Support ### What customer support options does A20 Connect offer? A20 Connect provides email/help desk, FAQ/forum, knowledge base, phone support, 24/7 live rep, and chat. Support is described by the catalog only through these channels, with no reviewer feedback available here to describe response times, helpfulness, or common support frustrations. ## Features AI summary Based on 14,838 CRM reviews Capterra data shows that buyers of CRM software rank the following features as their top priorities: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) A20 Connect includes **Customer Database** and **Real-Time Data**, giving teams a central place to store customer records and access current information for faster follow-up and better decision-making. However, it does not offer **Data Security**. Instead, it provides other important CRM features that reviewers also value, including **Contact Database** (**47%**), **Search/Filter** (**45%**), and **Contact Management** (**44%**), helping businesses organize contacts, find records quickly, and maintain accurate relationship data across sales and service work. A/B Testing Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness Access Controls/Permissions Define levels of authorization for access to specific files or systems Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity/News Feed Continuous profile-based stream of news and activity Activity Tracking Track and document all activities across devices, networks, and other systems Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges A20 Connect 95 features ### All Features - A/B Testing: Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Activity/News Feed: Continuous profile-based stream of news and activity - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Appointment Scheduling: Schedule appointments via a calendar - Assignment Management: Assign issues and tasks based on availability or required skills - Batch Processing: Software's ability to perform similar action on multiple similar files simultaneously - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Call Logging: Collects essential call data such as call origin, call destination, call length, and other transaction details - Campaign Analytics: Track and interpret campaign performance metrics - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Commenting/Notes: Leave comments and notes on documents for others to view - Commission Management: Tracking, calculating, and paying commissions and earnings to employees - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Conversion Tracking: Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customizable CTAs: Create unique call-to-actions to drive clicks (buttons, banners, graphics, etc.) - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Drip Campaigns: Send automated marketing emails based on user actions over a predetermined period - Electronic Signature: Digitally sign online documents - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Email Tracking: Track delivered, received, and opened emails - Engagement Tracking: Tracks metrics that provide insight into how a user interacts with any interface or product - Event Triggered Actions: Predefined actions automatically performed on the occurance of specific events - For Sales Teams/Organizations: Caters to sales teams - Interaction Tracking: Track interaction history by documenting conversations for contacts - Landing Pages/Web Forms: Create landing pages or online forms designed to capture new leads and prospects - Lead Assignment: Manually or automatically assign leads to sales reps - Lead Capture: Automatically identify and save contact information of potential customers - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Nurturing: Engage with a lead throughout the sales process by actively providing information - Lead Segmentation: Divide leads into buckets based on predefined criteria and routing rules - List Management: Manage contacts across multiple mailing lists - Live Chat: Ability to chat online in real time - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Marketing Calendar: See past and upcoming campaigns and communications in a calendar view - Mobile Access: Access software remotely via mobile devices - Mobile App: Access the system via a mobile application - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Campaign: Manage multiple campaigns in one system - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - Multi-Channel Marketing: Coordinate marketing efforts across channels (email, landing pages, social media, etc.) - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Pipeline Reports: Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. - Product Catalog: Present a catalog of inventory that customers can view - Proposal Generation: Create proposals based on costs of labor and materials - Prospecting Tools: Tools designed to streamline the process of lead generation and management for sales teams - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Data: Receive data and information in real time - Real-Time Reporting: Active reporting of data and metrics - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Revenue Management: Monitor sales and make necessary adjustment in order to increase demand and revenue - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Sales Analytics: Track in detail how users interact with your campaigns and pages (scrolling, button interactions, etc.) - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Search Marketing: Track visibility and traffic from search engines - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Segmentation: Group leads or contacts based on their specific characteristics - Shared Contacts: Share contacts with other applications like Gmail and CRM - SMS Marketing: Send promotional campaigns or transactional messages via text messages - Social Marketing: Manage campaigns and track engagement for marketing efforts across social media channels - Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Task Management: Create, manage and track all task activities and progression - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Transfers/Routing: Transfer queries and organize messages between agents - Web Forms: Web form that allows users to enter data that is sent and processed for different reasons - Website Visitor Tracking: Monitor activity of individuals who visit your website using cookies - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. ## Pricing CRM Plus $97.00 Flat Rate,Per Month ## Integrations [ PayPal](https://www.capterra.com/p/207944/PayPal/)[ Slack](https://www.capterra.com/p/135003/Slack/)[ Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/)[ WhatsApp](https://www.capterra.com/p/180345/WhatsApp/)[ Gmail](https://www.capterra.com/p/202338/Gmail/)[ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ Shopify](https://www.capterra.com/p/83891/Shopify/)[ Instagram](https://www.capterra.com/p/210721/Instagram/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. 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