A20 Connect 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

A20 Connect

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Pricing

Starting at $97.00 per month

About A20 Connect

A20 Connect: The Ultimate Software Solution for Accounting Firms

A20 Connect is an intuitive software platform designed specifically for accounting firms seeking to streamline their operations and enhance client engagement. By integrating sales, marketing, client management, and automation into a single platform, A20 Connect offers a comprehensive solution that replaces the need for at least 15 separate marketing tools.

Key Features:

All-In-One Platform: The platform simplifies tech stack by consolidating essential marketing and operational tools.
Industry-Specific Outsourcing: Users can access the team of specialists for full-service support, allowing them to focus on client service excellence.
Robust Integrations: Seamlessly connects with accounting software and Zapier for a unified workflow.
Lead and Sales Process Management: Efficiently manages leads through the sales funnel with advanced tracking and engagement tools.
Client Information Storage: Easily stores and utilizes client data for targeted newsletters and communication.
Flexible Website Solutions: Utilizes the drag-and-drop website builder and WordPress hosting for a dynamic online presence.
AI and Aut...

A20 Connect Screenshots

A20 Connect Pricing and Plans

Starting price: $97.00 per month

Free Trial

Free Version

CRM Plus

$97.00

flat rate, per month

No plan information available

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A20 Connect Features

Popular features found in CRM
Calendar Management
Customer Journey Mapping
Email Management
Quotes/Estimates
Reporting/Analytics
Sales Pipeline Management
Segmentation
Task Management
Territory Management
Workflow Management
More features of A20 Connect
A/B Testing
Access Controls/Permissions
Activity Dashboard
Activity/News Feed
Alerts/Notifications
API
Appointment Scheduling
Assignment Management
Batch Processing
Calendar/Reminder System
Call Logging
Campaign Analytics
Campaign Management
Commenting/Notes
Commission Management
Contact Database
Contact Management
Conversion Tracking
CRM
Customer Database
Customizable CTAs
Customizable Fields
Customizable Forms
Data Import/Export
Document Management
Document Storage
Drag & Drop
Drip Campaigns
Electronic Signature
Email Marketing
Email Templates
Email Tracking
Engagement Tracking
Event Triggered Actions
For Sales Teams/Organizations
Interaction Tracking
Landing Pages/Web Forms
Lead Assignment
Lead Capture
Lead Generation
Lead Management
Lead Nurturing
Lead Segmentation
List Management
Live Chat
Marketing Automation
Marketing Calendar
Mobile Access
Mobile App
Monitoring
Multi-Campaign
Multi-Channel Communication
Multi-Channel Marketing
Opportunity Management
Performance Metrics
Pipeline Management
Pipeline Reports
Process/Workflow Automation
Product Catalog
Proposal Generation
Prospecting Tools
Real-Time Data
Real-Time Reporting
Referral Tracking
Reminders
Reporting & Statistics
Revenue Management
Role-Based Permissions
Sales Analytics
Sales Forecasting
Sales Reports
Sales Trend Analysis
Search/Filter
Search Marketing
Shared Contacts
SMS Marketing
Social Marketing
Social Media Integration
Source Tracking
Tagging
Template Management
Third-Party Integrations
Transfers/Routing
Web Forms
Website Visitor Tracking