
Access Approve
Access Approve software automates the B2B customer onboarding process through online trade credit application and assessment.
What is Access Approve?
Access Approve is online trade application software that allows businesses to digitize and streamline their new customer onboarding process. The software provides an efficient way for companies to receive, assess, and approve trade credit applications online, with customizable workflows, integrated risk analysis, and eSignature capabilities. Access Approve aims to help businesses maximize sales opportunities while minimizing risk when taking on new customers.
Screenshots





Categories
Features
FAQ
Access Approve is online trade application software that allows businesses to digitize and streamline their new customer onboarding process. The software provides an efficient way for companies to receive, assess, and approve trade credit applications online, with customizable workflows, integrated risk analysis, and eSignature capabilities. Access Approve aims to help businesses maximize sales opportunities while minimizing risk when taking on new customers.
Access Approve belongs to the Client Onboarding category.
Access Approve offers features such as Activity Dashboard, Client Management, Client Portal, Communication Management, Document Management, Onboarding, Reporting & Statistics, Task Management, Third-Party Integrations.
No, Access Approve does not offer a free trial.
Reviews(0)
Write a reviewAccess Approve alternatives

OnBoard
NOW AVAILABLE: OnBoard AI - The Most Advanced Boardroom AI Available Today OnBoard is the leading board management platform purpose built for today s boardrooms to simplify governance, enhance transparency, and elevate director engagement. Trusted by...load more

Bigin by Zoho CRM
Bigin by Zoho CRM helps small businesses manage contacts, pipelines, and leads with minimal setup and daily usability. Admin and sales teams in IT, marketing, and real estate often rely on it for day-to-day contact and pipeline management. Users valu...load more

HoneyBook
HoneyBook helps manage client workflows through invoicing, contracts, and communication tools. Its most used by admin and creative teams in service-based industries. Your team will appreciate its customer relationship management (CRM) and billing fea...load more

Process Street
Process Street is a Task Management platform built for teams that cant afford missed steps, delays, or execution gaps. Unlike basic to-do tools, it combines structured workflows, automation, and real-time tracking to manage recurring work at scale. T...load more

ShareFile
Take productivity to the next level with ShareFile. Securely send, share, get feedback, approvals and even e-signatures on any file, fast. Business-class file sharing meets real-time collaboration to accelerate productivity with automated workflows y...load more

Pipefy
Pipefy is an AI-powered workflow management platform that helps conserve IT resources and enables business teams to build and deploy up to 85% of their workflows. Centralize and automate workflows to deliver better employee experiences, faster result...load more

FollowUp CRM
Followup CRM was built for commercial, residential, and general contractors. Followup CRM helps businesses ditch messy spreadsheets with an easy-to-use sales and bid-tracking CRM that will help them get organized, follow up with leads, and win more c...load more

Fusebase
FuseBase is an AI-powered collaboration platform designed for mid-market and high-growth organizations. It provides secure, branded workspaces where teams and clients can work together in real timesharing files, managing projects, and automating work...load more

ClientPoint
ClientPoint Enterprise platform helps you easily manage business relationship workspaces ("ClientPoints") where you can create, manage and e-sign documents, contracts, agreements, invoices, approvals, proposals, as well as schedule, message, video ch...load more

Bizagi
Transform your business processes with Bizagi, the ultimate low-code process automation platform. Bizagi empowers organizations to discover and define your processes, develop a process automation, deliver automated processes to end users and finally ...load more