Access Evo for Prospect CRM: The Feeling of Truly Understanding Your Customers with AI
Boost your sales and growth with Access Evo for Prospect CRM - the Al-enabled software experience that gives you the freedom to do more.
It’s not Magic. It’s Evo.
Meet Your New AI Assistant: Copilot
Copilot is an AI assistant that leverages your CRM data to answer questions and assist with various CRM-specific tasks. It can provide insights on sales trends, check your workspace users' daily task load, and query the most recent problems by status or pipeline, allowing you to quickly identify and address any issues.
Stay On Top of What Matters with Feed
Feed keeps you organised, focused, and in control by surfacing timely, actionable notifications right where you need them. From pending approvals to urgent customer updates, Feed ensures nothing falls through the cracks and helps you prioritise with confidence by responding faster in the moments that matter most.
The Power of Access Evo
Effortless Integration
The feeling of harmonising your customers and products with AI
Access Evo connects all your systems for a smooth, unified workflow. With single sign-on, centralised access, and two-factor authentication backed by a 3-tier security model, you can optimise efficiency without compromising security.
Deep Data Analysis
The feeling of creating highly targeted email campaigns in an instant with AI
Access Evo delivers a powerful software suite with deep and wide capabilities, designed to scale with your business. From advanced RFM segmentation to Cross-Sell & Upsell analysis tools, Evo helps you identify and target the right sales opportunities, ensuring flexibility and precision as your needs evolve.
Smart by Design
The feeling of complete control with AI
Copilot, your AI assistant built into Prospect CRM, takes on the heavy lifting – handling intelligent data research, campaign writing, and stock checks. Quickly query customer and supplier data across systems, asking a wide range of questions to get the insights you need. Whether at work, home, or on mobile, Copilot ensures you have access to everything you need, when you need it.
Stay Ahead
The feeling of total clarity with no task left behind
The Access Evo Feed prioritises your tasks across multiple products, ensuring you stay on top of what matters most. With timely notifications and alerts for critical actions and approvals, you’ll never miss a beat. Stay organised and in control with alerts delivered directly to your phone, keeping you connected wherever you are.
Pocket-Sized Power
The feeling of instant insights in your hand
Take the power of Evo wherever you go. With the Evo Mobile app, you can access core features like Copilot and Feed right from your phone – the device your start and end your day with. Get informed, take action, and stay ahead, all from the palm of your hand.
Discover Access Evo
Easy to choose, use, and extend
How Access Evo in Prospect CRM Helps You
Supercharge the Everyday
Access Evo brings all your Access operational software into one place, enhanced by AI and intelligent insights to help you make smarter decisions, faster. Enjoy effortless access through secure single sign-on, so you can focus on growing your business.
From increasing profits and saving time to improving sales performance, the Access Evo experience is designed to elevate customer relationships and streamline your processes. With our dedicated Customer Success team by your side, you’re not just supported – you’re empowered to achieve more.
Empowering Your Business
Bring all your solutions into one intuitive platform and experience the power to do more with Access Evo. Whether you’re scaling or evolving, our flexible, user-friendly tools grow with you, ensuring peace of mind every step of the way.
Drive your business forward with data-backed decisions, optimise sales through our Magic Matric analysis tool, and forecast inventory needs with precision. Stay ahead of the curve with constant innovation, while we protect your data with over 20 years of cloud hosting expertise – providing secure, cost-effective infrastructure you can trust.
Smarter Work
Say goodbye to time-consuming tasks with Access Evo’s intelligent digital assistant, delivering instant responses that eliminate frustration and empower your team to work smarter. No more post-it note reminders – proactive prompts keep your day on track, ensuring deadlines are met and responses are always timely.
Automation takes care of routine tasks, driving efficiency across operations and allowing employees to focus on more strategic work. Query complex data in natural language, transform it into clear visuals, then export insights quickly in your preferred format.
Already Using the Software? Your CRM Just Got an Upgrade!
Prospect CRM is evolving. With Access Evo, you get a variety of included apps designed to boost CRM efficiency and support your team’s development. You’ll also have access to future innovations and additional modules as they become available.
Automate tasks, gain insights, and make smarter decisions with our AI-powered, stock-aware CRM and Copilot, your AI digital assistant. Stay organised with timely notifications from Evo Feed and enjoy seamless access with single sign-on. Enhanced security features ensure your data is protected, all with secure self-service at your fingertips.
"Prospect is simple, easy to use, and has definitely aided growth in our sales."
'We've been using Prospect CRM for many years and believe it to be the ideal sales tool for our wholesale business."
'The day that I had the call with Prospect CRM was amazing - I could see all my data there immediately and thought; this is life changing.'
'Since we've started using Prospect CRM, in the last 12 months our sales have doubled.'
FAQs
Why is Copilot saying it can’t find my data?
If Copilot isn’t answering, it’s likely because it needs access to specific data. To get CRM-specific answers, make sure you’ve selected the right skill:
- Access “CRM” skill for Access CRM users
- Access “Prospect” skill for Prospect CRM users
Without the correct skill selected, Copilot won’t be able to query your data and may give generic responses. You can select a skill by clicking the card associated with your desired skill or by typing “@[skill name]” in the text box. For a visual walkthrough, watch this quick video.
Why doesn't Copilot understand my question?
If you’ve selected the right skill but Copilot still seems confused, it might be due to the terminology used. For example, Copilot may not recognise that “cases” and “problems” are used interchangeably. We’re working on expanding our synonym dictionary, but for now, try rephrasing your question using terms from our UI or help articles.
If you notice recurring issues, please let our Product Expert know so we can improve this faster with our Development team.
Why won’t Copilot answer a question to sum order value, or give an average?
Copilot's AI model sometimes struggles with maths-related questions. This is a common issue with AI models that generate responses based on the data they were trained on. Given the vast number of possible maths questions, it's challenging for Copilot to accurately answer each one.
We recognise this limitation and are actively working on an update. In the coming weeks, Copilot will be able to leverage our powerful CRM reporting functionality. This means Copilot will soon be able to generate CRM Reports for maths-based questions. It will analyse the data in the background, create the Report, and provide a link for quick and easy access.
Can I use Copilot to find duplicate records in the CRM?
When you use language like “show me all Companies called Browns”, Copilot performs a ‘contains’ search on the name “Browns”. This means it will return any Company whose name includes the word “Browns” – like “Browns of Ipswich” or “Keith and Browns Co.” This broader search allows you to review and compare the results to identify and remove duplicates.
What’s the difference between Copilot and the CRM digital assistant (available from the chat)?
Our AI digital assistant (available via the CRM chat) surfaces help documentation from our Help Docs to answer questions like how to use or navigate to a feature in the CRM. Copilot is more useful when it comes to querying your own data in the CRM. So, rather than clicking around the CRM, creating Reports, and trying to find the data you need, simply ask Copilot a question and it will try to provide a response, eliminating the need for you to go in and find that data yourself.
Why can’t Copilot answer questions about the statuses in my pipelines?
Copilot currently has limited ability to understand pipeline stages and statuses because these are stored using internal system values that don’t directly match what you see on screen. This design gives you the flexibility to customise your pipeline setup to suit your workflow - but it also means Copilot has to interpret a unique set of values for each workspace.
Because these setups vary so much, Copilot can sometimes struggle to respond accurately. That said, we’re actively working on improving its ability to recognise and understand these custom pipeline configurations, and we’re committed to making this experience better over time.
Why doesn’t Copilot understand my custom fields?
Custom fields let you shape the CRM to reflect your specific business processes, which leads to a huge variety of possible setups. Since these configurations are so different from one customer to the next, Copilot isn’t yet able to fully interpret every custom field. We know how important this capability is, and we’re working on ways to expand Copilot’s understanding so it can better respond to questions about your custom fields.