--- title: "Access CRM Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Access CRM Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/10023801/Access-CRM/" page_type: "product" language: "en" --- # Access CRM Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 23, 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) Access CRM ## What is Access CRM? Access CRM is cloud-based customer relationship management software designed to help businesses manage customer interactions and data. Key features include integrations with accounting and ERP systems, marketing automation tools, configurable sales workflows, web lead capture forms, and sales analytics and reporting. The software aims to maximize sales growth and customer lifetime value for businesses across industries. Key Access CRM integrations include: Xero QuickBooks Online Access Dimensions Access Financials Access Mintsoft (3PLs) Access FactoryMaster Exchequer Pegasus Opera ## What is Access CRM used for? [Online CRM](https://www.capterra.com/online-crm-software/)[Sales Tracking](https://www.capterra.com/sales-tracking-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price £334 Flat Rate, Per Month Free trial 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 Access CRM?[Manage this product listing](https://www.g2.com/products/access-crm/claim_requests/new?auto=true) ## Access CRM Overview Updated September 2026 AI summary Access CRM offers small businesses a web-based solution for managing customer relationships, sales processes, and marketing activities. Covering CRM, online CRM, and sales tracking, it includes contact management, sales pipeline, activity dashboards, and workflow tools. Notable options like marketing automation, customizable fields, and email templates allow teams to tailor processes and campaigns to their needs. ## 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. ### Access CRM 0.0 VS. [4.4 (18,810)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting Price £334 Flat Rate, Per Month Starting Price $25 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.0 (4,388) Value For Money 0.0 (0) Value For Money 4.0 (3,517) Customer Service 0.0 (0) Customer Service 4.1 (3,527) ## Access CRM 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 Highest Rated [4.8 (659)](https://www.capterra.com/p/118921/Less-Annoying-CRM/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.4 (622)](https://www.capterra.com/p/141642/Copper/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) [4.5 (4,487)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/152373/HubSpot-CRM/) ## FAQs about Access CRM Overview ### What company size and specific industries is Access CRM built for? Access CRM is designed for businesses of any size across any industry. It suits organizations that want to manage sales, generate quality leads, improve close rates, and increase customer lifetime value, making it applicable to a broad range of commercial sectors and company types. Features and Usability ### What are the key features of Access CRM? Access CRM offers contact management, lead capture, lead management, and opportunity management for sales tracking. It includes pipeline management, sales forecasting, reporting and analytics, customizable reports, and activity dashboards. Additional features include email management, campaign management, workflow management, task management, reminders, and third-party integrations. Pricing ### How much does it cost and what fees or limitations are included? Access CRM starts at £334 per month for the Professional CRM plan, which includes 4 users on an annual contract paid monthly. Additional users cost £61 per month. The Advanced CRM plan costs £1,847 per month for 15 users, with extra users at £109 per month. A free trial is available. Integrations ### Which third-party tools and platforms does Access CRM integrate with? Access CRM integrates with Microsoft 365, Microsoft Power BI, Gmail, QuickBooks Online, Xero, Sage 50 Accounting, Stripe, and Zapier, plus inventory and commerce tools such as Access FactoryMaster MRP, Access Financials, Access Mintsoft, Cin7 Core, Cin7 Omni, Katana Cloud Inventory, Klaviyo, Spotler Mail+, and Unleashed. ## Features AI summary Based on 14,838 CRM reviews According to Capterra reviewers, these are the CRM features buyers prioritize most when evaluating a solution: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) Access CRM includes other functionality that reviewers also consider important, such as **Contact Management** (**44%**). This feature gives teams a central place to organize customer details, track interactions, and keep relationship information up to date, helping businesses manage outreach more efficiently and maintain stronger customer connections. 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 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 Calendar/Reminder System Notifications/alerts for upcoming events or tasks Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Access CRM 40 features ### All Features - 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 - 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 - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Contact Management: Manage, organize, and store contact information - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - 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 Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - 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 - Forecasting: Form predictions based on past and present data/trends - Interaction Tracking: Track interaction history by documenting conversations for contacts - 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 Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mobile Access: Access software remotely via mobile devices - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Quotes/Estimates: Generate quotes or estimates for customers - 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 - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Segmentation: Group leads or contacts based on their specific characteristics - Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. - Task Management: Create, manage and track all task activities and progression - Territory Management: Organize customer data and accounts by user or geography - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Web-based Deployment: SaaS, web-based, online deployment - 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 Free Trial [View pricing plan details](https://www.capterra.com/p/10023801/Access-CRM/pricing/) Professional CRM £334.00 Flat Rate,Per Month It includes: - 4+ users - Access Dimensions Integration - Cin7 Core integration - Cin7 Omni integration - Xero integration - Online training resources - Screen customisation - Document library - Missing Order Alerts, RFM Analysis & Advanced Dashboards - Product Upsell Prompts - Configurable Delivery Charge Calculations - Equipment Register & Contract Management - Sales Pipeline Management - Telesales Functionality - Essential Success Plan & Support Advanced CRM £1,847 Flat Rate,Per Month It includes: - 15+ users - Custom Delivery Charge Calculations - Custom ERP Integrations - SAP Integration - Additional Custom Fields & Entities - Flexible Field & Record Restriction - Auto Contact Enrichment using Social Data - Future Stock Calculations and Allocations - Sales Pipeline Management - Telesales Functionality - Integrated Quoting & Order Processing ## Integrations [ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ Gmail](https://www.capterra.com/p/202338/Gmail/)[ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ Stripe](https://www.capterra.com/p/123889/Stripe/)[ Xero](https://www.capterra.com/p/120109/Xero/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ Microsoft Power BI](https://www.capterra.com/p/176586/Power-BI/)[ Cin7 Core](https://www.capterra.com/p/133038/Cin7-Core/) 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. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.