The Access Group

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1,350 reviews
  • 64 profiles
  • 69 categories
Average star rating
4.3
Serving customers since
1991

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Prospect CRM

97 reviews

Prospect CRM is a stock-aware customer relationship management (CRM) solution designed specifically for B2B wholesalers, distributors, and manufacturers. It helps product-based businesses manage customer relationships, quote accurately using live inventory data, and streamline sales and service operations. As part of the ERP division at The Access Group, Prospect CRM integrates seamlessly with inventory and accounting platforms such as Unleashed, Katana, Cin7 Omni/Core, Xero, QuickBooks Online, Access Dimensions, Sage 50, Exchequer, and Pegasus Opera. These integrations ensures that sales teams have real-time access to stock levels, pricing, and customer history—enabling smarter decisions and faster workflows. Prospect CRM is used by thousands of SMEs worldwide to improve customer retention, increase sales efficiency, and maximise customer lifetime value. It combines traditional CRM capabilities—such as lead tracking, sales pipelines, and customer service—with features tailored to the realities of selling physical products B2B. Key Features & Benefits: Stock-Aware Quoting – Quote only on available stock with live inventory data pulled from your back-office systems. Built-in Dashboards & Reporting – Visual analytics help teams monitor performance and uncover opportunities. RFM Customer Analysis – Segment customers based on recency, frequency, and monetary value to drive targeted sales efforts. Quick Order Entry – Streamline the quoting and ordering process with fast, intuitive workflows. Team Collaboration Tools – Improve internal communication and coordination across sales and support teams. Why Customers Choose Prospect CRM: Exceptional Customer Support – Mentioned in over 120 reviews, support is consistently rated as responsive and knowledgeable. User-Friendly Interface – Designed for non-technical users, praised for being “simple to navigate.” Seamless Integrations – Customers describe integrations “like a hand in a glove,” especially with platforms like Unleashed and Xero. First-Class Onboarding – Setup and training processes are frequently highlighted as smooth and supportive. Prospect CRM is ideal for B2B product businesses looking to align their sales and service teams with real-time inventory and customer data—helping them sell more, in less time, every time.

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The Access Group Reviews

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Profile Name
Star Rating
865
361
60
29
36
Travis S.
TS
Travis S.
Mid-Market (51-1000 emp.)
09/23/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review

Data-Rich and Highly Useful Insights

How much data it has and the usefulness of it.
Charlotte L.
CL
Charlotte L.
HR GeneralistMid-Market (51-1000 emp.)
09/21/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Great lifecycle management and automation, but setup can feel clunky and slow

I would say the biggest underlying benefit is that you can use it a one single space to manage the whole employee life cycle which is what we are really trying to establish and I would say it is fairly user friendly for employees and managers. We have really started to utilise the Logbook function to try and move our processes to PeoplHR and we do like how you can automate reminders etc so instead of relying on a spreadsheet that you have to manually update, we have found that we can create spreadsheets that auto update but then we can send email reminders directly to managers for things like long service, birthdays, return to work reminders, review reminders etc.. We have linked it to our own nexus database so we can show data in the way the business needs it.
tolulope o.
TO
tolulope o.
Mid-Market (51-1000 emp.)
09/20/2026
Validated Reviewer
Review source: Organic

Efficient with Great Features, But Pricing Limits Accessibility

I like that Access Financials offers automation and scalability, which are really valuable for managing our expanding operations and multi-currency needs.

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HQ Location:
Loughborough, Leicestershire

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What is The Access Group?

The Access Group is one of the largest UK-headquartered business management software providers. It provides solutions that empower more than 160,000 small and mid-sized organisations in commercial and non-profit sectors across Europe, USA and APAC, giving every employee the freedom to do more of what’s important. Its innovative cloud solutions and integrated AI software experience across multiple Access products transform how business technology is used. Access employs over 9,000 people, continuously driving product innovation and customer service excellence. For more information, visit www.theaccessgroup.com or follow us @TheAccessGroup

Details

Year Founded
1991