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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
LOIS C.
LC
LOIS C.
08/27/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

The Perfect Way to Manage Your staff correctly and effeciently.

As a team leader, having access to the planner is a major function for me. It lets me plan the weekly rota effectively around annual leave and appointments. It also helps me manage the impact of other departments on us, especially if they’re short-staffed. I am unsure of the amount we pay, so I find this question hard, but the facilities we have access to and what it does for the company is massive and so I am sure it is worth the money!
Verified User in Facilities Services
GF
Verified User in Facilities Services
08/27/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Easy Holiday Booking and Clear Attendance Tracking

It is really easy to do most things like book holidays, view performance such as attendance.
Gayle M.
GM
Gayle M.
08/27/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Straightforward, Everything You Need Is Easily Accessible

It's straightforward and everything you need for each employee is right there and easily accessible.

About

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HQ Location:
Loughborough, Leicestershire

Social

@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