Product Avatar Image

The Access Group

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

Featured Products

Product Avatar Image
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.

Profile Filters

All Products & Services

Profile Name

Star Rating

863
356
59
29
33

The Access Group Reviews

Review Filters
Profile Name
Star Rating
863
356
59
29
33
Verified User in Financial Services
UF
Verified User in Financial Services
08/27/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review

User-Friendly, Powerful Integrations, and Time-Saving Drag-and-Drop

It is very user friendly it is simplifying my workflow, has great integrations and performance. The support and onboarding was very professional. The AI is a great tool have. The drag-and-drop interface saves me hours each week. The pricing is very reasonable
Amanda J.
AJ
Amanda J.
08/27/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Efficient Document Management and Learning Tools

Absenteeism recording, document storage (we utilise this space for our policy portfolio as well as individual employee documents), the fact that employees can sign to say they have read documents, the learning section of the portal
Verified User in Mechanical or Industrial Engineering
AM
Verified User in Mechanical or Industrial Engineering
08/18/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Easy to Use and Great Value, but Time & Attendance Can Be Glitchy

I like how easy the system is to use and navigate for most daily tasks. The app is very user friendly and even our most non-techy staff are able to use it with ease. There are regular upgrades and performance improvement to the software meaning it stays relevant. Price wise it offers good value for money.

About

Contact

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