A20 Connect – Features, Pricing & Reviews 2026 | Krowdbase
A20 Connect logo

A20 Connect

Streamlined contact management for accounting pros with automated messaging and efficient client interaction tracking.

What is A20 Connect?

A20 Connect s CRM is tailored specifically for the financial sector, addressing the unique challenges faced by accounting firms and financial advisors. This powerful platform integrates sales, marketing, and financial operations, offering tools like lead capture, nurture campaigns, and payment collection through the CRM. It's designed to manage leads, contacts, and transactions seamlessly, ensuring no opportunity is missed and every potential client is brought closer to conversion.

Screenshots

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Video

Features

Contact Database
CRM
Customizable Fields
Data Import/Export
Interaction Tracking
Lead Capture
Sales Pipeline Management
Search/Filter
Shared Contacts
Campaign Management
Contact Management
Email Marketing
Pipeline Management
Reporting/Analytics
Campaign Analytics
Engagement Tracking
Landing Pages/Web Forms
Lead Management
Marketing Automation
Segmentation

FAQ

The official website of A20 Connect is https://www.a20connect.com/

Pricing

Starting at:

USD 97/per month

Free Trial Available

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