# A20 Connect Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about A20 Connect Software - reviews, pricing plans, popular comparisons to other CRM products and more. Source: https://www.capterra.com/p/10016756/A20-Connect/reviews --- # A20 Connect Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 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)[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 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://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.a20connect.com&name=A20 Connect) ## 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 (5,720)](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 (5,671) Value For Money 0.0 (0) Value For Money 4.3 (4,311) Customer Service 0.0 (0) Customer Service 4.4 (4,113) ## A20 Connect alternatives Highest Rated [4.7 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Starting price $14.99 Per User, Per Month [4.5 (243)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/) Starting price $49.00 Per User, Per Month [4.3 (6,964)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month [4.2 (983)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting price $61.00 Per User, Per Month ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 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 A20 Connect 92 features Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness Define levels of authorization for access to specific files or systems Dashboard to view the status of ongoing processes, identify current incidents and track past activities Continuous profile-based stream of news and activity Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Schedule appointments via a calendar Assign issues and tasks based on availability or required skills Software's ability to perform similar action on multiple similar files simultaneously Track and manage schedules and meetings via an integrated calendar Notifications/alerts for upcoming events or tasks Collects essential call data such as call origin, call destination, call length, and other transaction details Track and interpret campaign performance metrics Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Leave comments and notes on documents for others to view Tracking, calculating, and paying commissions and earnings to employees Centralized database of stakeholders and their contact information such as names, address, phone number etc. Manage, organize, and store contact information Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system A collection of customer information such as contact details, demographics, previous interactions, etc. Create unique call-to-actions to drive clicks (buttons, banners, graphics, etc.) Customize data fields to support various needs and use cases Customize contracts and forms to collect specific information Import and export data to and from software applications Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Assemble applications and processes by dragging over and arranging pre-built components Send automated marketing emails based on user actions over a predetermined period Digitally sign online documents Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Pre-made examples and templates for emails Track delivered, received, and opened emails Tracks metrics that provide insight into how a user interacts with any interface or product Predefined actions automatically performed on the occurance of specific events Caters to sales teams Track interaction history by documenting conversations for contacts Create landing pages or online forms designed to capture new leads and prospects Manually or automatically assign leads to sales reps Automatically identify and save contact information of potential customers Manage the process of attracting and converting business prospects into leads Store information about leads or contacts and track, manage and nurture them throughout the sales process Engage with a lead throughout the sales process by actively providing information Divide leads into buckets based on predefined criteria and routing rules Manage contacts across multiple mailing lists Ability to chat online in real time Automate workflows and trigger campaigns based on customer actions See past and upcoming campaigns and communications in a calendar view Access software remotely via mobile devices Access the system via a mobile application Observe and track the demand, usage, progress or quality of a system, product, or user Manage multiple campaigns in one system Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Coordinate marketing efforts across channels (email, landing pages, social media, etc.) Track all opportunities for potential sales and convert them into recurring revenue A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. Streamlining repetitive tasks and activities through automated and predefined workflows Present a catalog of inventory that customers can view Create proposals based on costs of labor and materials Tools designed to streamline the process of lead generation and management for sales teams Generate quotes or estimates for customers Receive data and information in real time Active reporting of data and metrics Log and store the source of contacts/leads Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Monitor sales and make necessary adjustment in order to increase demand and revenue Set & manage permission levels based on user roles and restrict access to only authorized individuals Track in detail how users interact with your campaigns and pages (scrolling, button interactions, etc.) Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. Pipeline view and tracking lead status Reports specific to sales analysis for trends and strategies Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. Track visibility and traffic from search engines Search and filter data across systems to locate required information by entering keywords or certain criteria Group leads or contacts based on their specific characteristics Share contacts with other applications like Gmail and CRM Send promotional campaigns or transactional messages via text messages Manage campaigns and track engagement for marketing efforts across social media channels Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Attach digital tags to documents and assets for identification, search, or monitoring purposes Create, manage and track all task activities and progression Create, save, and re-purpose templates for emails, forms, etc. Set up connections to third-party platforms to improve business processes Transfer queries and organize messages between agents Web form that allows users to enter data that is sent and processed for different reasons Monitor activity of individuals who visit your website using cookies 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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