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All New! Check out our new CRM Design and Layout! Call 800-985-9157 for DEMO!
Welcome to Business Access CRM Software - Providing custom designed CRM software solutions for B2B, Merchant Cash Advance, and the electronic payment processing industries for 19+ years for small to medium size B2B businesses, Independent Sales Organizations (ISO), Merchant Services Providers (MSP), Merchant Level Sales (MLS), and Independent Sales Agents (ISA). Watch our Introduction Video Here
Merchant Cash Advance CRM Management Software + ACH Billing - Our Merchant Cash Advance CRM Management Software + ACH Billing System is developed exclusively for the Business Cash Advance, Daily ACH Funding, and Merchant Credit Card Processing Industry includes integration with credit card processing companies, banks, and ACH processing companies for payment submissions and daily reporting.
Call (800) 985-9157 for more information or for a FREE Demo. Email us at [email protected]
We offer one-time purchase options (NO EXPENSIVE PER USER FEES) with a flat unlimited user license monthly fee.
Business Access CRM Software is a complete suite of CRM tools to manage your entire company operations, including…
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
YouTube Training Videos - Click Here
Career Opportunity Form - Click Here
Merchant Online Application - Click Here
Merchant Trouble Ticket - Click Here
Business Referral Form - Click Here
New Lead/Appointment Request Form - Click Here