Business Access CRM Software is a complete suite of CRM tools to manage your entire company

Comprehensive leads management system for sales agents, call centers, sales managers including lead distribution, lead rotation and assignment, lead progress, track lead statuses, view and send emails or letter templates, schedule appointments, tasks, submit online applications, provide rate quotes, print mailing labels, generate shipping costs and shipping labels, view notes, view zip code demographics such as county name, average house value, income per household, annual business payroll average, upload documents, view team leader management reports, and convert leads to customers for underwriting and approval.

Complete suite of CRM tools including referral partner tracking, web applications to link to sales websites, emails, trouble tickets, knowledgebase, document library, video library, news and announcements, job applicant form and status, over 30 management reports, project board, calendar, appointments, tasks, address book, shopping cart system, performance charts, instant messenger, employee time clock, vehicle mileage report, advanced search tools, export and print mailing label

  • Integrated with 3 electronic signature providers (RightSign, EchoSign, SertifiSign)
  • API Integration for online application submission: for auto merchant boarding submission, live status update feeds, and daily batch and transaction activity live feeds with iPayment, Priority Payment Systems, Pivotal Payments, Cynergy Data, PowerPay, and more)
  • Integrated with 7 different ACH processing companies (ACHWorks, ACHProcessing.com, USAePay, Transax, Forte, Sage, Meritus)
  • Process credit checks (Credco & AcraNet), background check (Thompason Reuters), instant bank verifications (Microbilt), UCC Tax Lien Search, and Secretary of State Business Search (SOS)
  • Mobile Application for our CRM
  • Setup, manage, and receive your Emails (POP3, IMAP, Gmail, Office365)
  • DropBox file syncing and sharing with your document library
  • Use the Dymo Business Card Scanner to automatically scan and save business card contact fields that will automatically save and create a new lead
  • Dymo Label Printer, automatically prints mailing labels
  • Use the ShipRush app to automatically calculate shipping costs and print shipping labels (FedEx, UPS, USPS)
  • MailChimp Email Marketing integration for sending out new email campaigns and track results
  • Click-to-Call your leads with using Vonage, Skype, or RingCentral VOIP desktop apps
  • PHP LiveChat, Instant Messenger, SpeakPipe Voice Messages, Olark Live Chat
1

Utilizing the recruiting section to receive new applicant forms and resumes for hiring sales agents and sub-agents

2

Build and customize online forms, questionnaires, and surveys

3

Manage and track statistics for referral partner leads

4

Utilize the comprehensive leads and telemarketing system

5

Access sample cold calling and telemarketing sales pitches to use when speaking to prospects

6

Send letter templates to prospects and active clients via email or fax

7

Manage online training curriculum program for new sales agents, as well as manage and track progress, steps completed, and scores

8

Board new merchant accounts into the system so you can track and manage existing clients activity

9

Generate merchant application documents with fields already populated on PDF docs that you can view, download, print, save to your desktop, or email to your merchants

10

Receive daily status reports for all merchant accounts boarded into the system

11

Utilize 4 different rate quote calculators

12

Order and track the status of business card orders

13

Send out birthday wishes to your vendors, leads, sub-agents, and your existing merchant accounts

14

Access, view, and download forms, training materials, and marketing materials using the document download center

15

Utilize and manage all your contacts with the address book