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A20 Connect

by A20 Connect · Since 2023
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Active1+ countriesCloud
Quick facts
VendorA20 Connect
Year launched2023
StatusActive
LocationDetroit, Michigan US
Countries served1+
Languages9
Integrations17+
Free tierN/A
Free trialYES
Contact salesN/A

About A20 Connect

A20 Connect is a communication platform from A20 Connect that supports real-time messaging and document sharing. It offers features such as video conferencing, collaboration tools, and secure messaging so teams can communicate effectively regardless of their location. This platform is designed to facilitate remote work and improve team connectivity. A20 Connect also includes integrations with popular productivity tools to maintain workflow continuity. Key capabilities: video conferencing document sharing collaboration tools secure messaging integration with productivity apps Best for: remote teams that need efficient communication and collaboration solutions.

A20 Connect by A20 Connect is a CRM software designed to help businesses streamline customer interactions, automate workflows, and centralize communication across multiple platforms. Its primary goal is to improve customer relationship management through automation, task management, and multi-channel engagement, all while offering seamless integration with popular business tools. A20 Connect is built for small to medium-sized businesses that are looking for an affordable, easy-to-use platform to enhance sales, marketing, and customer service efforts. The software stands out with features such as lead capture automation, appointment scheduling, SMS and email marketing, funnel building, and centralized messaging—all from a single dashboard. The user interface of A20 Connect is visually clean and designed with simplicity in mind. The layout is intuitive, with key modules such as Contacts, Opportunities, Funnels, and Campaigns clearly accessible from the main dashboard. Navigation is straightforward and doesn't require deep technical knowledge, making it ideal for non-technical users and small business owners. The drag-and-drop functionality within its funnel and email builder is especially useful for creating marketing campaigns quickly.

Pros & Cons

Pros
  • Affordable Entry: Starts at $5/month with a free trial, making it very accessible.
  • Industry-Specific: Tailored solutions for both accounting firms and general businesses.
  • All-in-One Automation: Designed to automate lead capture, nurturing, and sales processes.
  • Comprehensive Features: Includes CRM, marketing tools (social media, website, email), communication, and financial management.
Cons
  • Broad Feature Descriptions: While features are listed, the depth of their functionality isn't detailed.
  • Generic for Non-Accounting: Benefits for general "Business Owners" are broad compared to the specific focus for accounting firms.

Features

Key features

Accounting Firm Specific All-in-One System

Designed specifically for accounting firms, advisors, and bookkeeping services, integrating sales, marketing, and financial operations.

Automated Revenue Generation

Aims to automate lead capture, nurturing, and closing processes to drive business growth.

Multi-channel Nurturing

Engages leads and clients across social media, email, text, voicemail, and chat with automated messaging (responding to new leads in under 5 minutes).

Sales Pipeline & Payment Collection

Manages the sales pipeline, identifies hot prospects, and allows for payment collection directly through the CRM.

Exclusive Community Access

Provides subscribers with access to a private "Accountants 2.0 Community" for networking and exclusive resources.

Additional features

CRM (Customer Relationship Management)

Core functionality for managing client and lead relationships.

Sales Pipeline Management

Tracks and manages potential clients through the buying process.

Lead Capture

Ensures all potential clients are captured and managed.

Lead Nurturing Campaigns

Automated campaigns across various channels (social media, email, text, voicemail, chat).

Automated Messaging

Responds to new leads quickly (under 5 minutes).

Payment Collection

Ability to collect payments directly through the CRM.

Mobile App

For managing sales on the go, real-time notifications, and client/lead chat.

Social Media Management

Tools for managing social media presence.

Website Builder with SEO Features

For creating and optimizing firm websites.

Chat Widget, Social Chat, Text Messaging

Comprehensive communication tools.

Tasks, Forms, Quizzes & Surveys

Tools for operational management and client engagement.

Email Builder

For creating and sending email campaigns.

Phone with Autodial

Integrated phone capabilities with autodialing.

Calendar Management

Scheduling and managing appointments.

Invoice, Proposal, Payment, E-Sign

Features for financial and legal document management.

Reviews Management

Likely helps manage and solicit client reviews.

Reporting and Analytics

For tracking performance and gaining insights.

Exclusive Accountants 2.0 Community Access

Networking, resources, and support for accounting professionals.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

1
Countries served
9
Interface languages
11
Billing currencies

Available in

All Countries.

Interface languages

EnglishSpanishFrenchGermanItalianPortugueseChineseJapaneseKorean

Billing currencies

🇺🇸USD🇪🇺EUR🇦🇺AUD🇬🇧GBP🇨🇦CAD🇯🇵JPY🇨🇳CNY🇮🇳INR🇲🇽MXN🇷🇺RUB🇧🇷BRL

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