How it Works

Our accessCRM portal is a fully fledged Content Management System (CMS) powered by the leading Open Source CMS Drupal.

Our technology leverages the Drupal framework to facilitate a direct connection to your CRM solution without the need for any configuration within CRM.

Available for the Microsoft CRM, on-premise or online, and Northgate Enterprise platforms, accessCRM is the quickest way to unlock access to your CRM data.

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On the Go

Whether your customers are out in the field updating your pipeline or capturing customer service requests,  accessCRM's responsive design will ensure your clients can capture data on a diverse set of devices.

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Painless Integration

Views and webforms within accessCRM are built and reside within the CMS, we simply use Microsoft's published web services to interact with your CRM data.

The intuitive drag and drop interface allows forms and user data views to be created within minutes, without the need for any costly development resource.  

When you add new entities within CRM they are automatically visible in accessCRM, and any option sets are available to your users without the need to re-enter in your customised webform.

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Users of our Microsoft CRM Portal