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The Access Group

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1,339 reviews
  • 62 profiles
  • 64 categories
Average star rating
4.3
Serving customers since
1991

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Prospect CRM

99 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
863
356
59
29
33
Verified User in Non-Profit Organization Management
AN
Verified User in Non-Profit Organization Management
08/27/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review

User-Friendly Automation and Analytics That Boost Productivity

User-friendly interface - employees find it very easy to use. Automation through Ripple has also increased productivity. The analytics are especially helpful for producing KPI data.
Verified User in Financial Services
AF
Verified User in Financial Services
08/27/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Easy to Navigate with Powerful Reporting

It is easy to navigate around and the ability to run reports
Verified User in Wholesale
AW
Verified User in Wholesale
08/27/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Simple Leave Booking, but Outdated Design with limited capabilities

Simplicity of the system for end users and employees particularly for booking leave.

About

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HQ Location:
Loughborough, Leicestershire

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@theaccessgroup

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