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i-Access

Elevate How You Engage With Account Data

Connect anytime, anywhere to your Andar/360 Dashboards and Bio Tabs through the web browser of your smartphone, tablet, or laptop with the i-Access Module. Support your team’s productivity and enhance your community relationships from any location.
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i-Access BioTab

Bring Your CRM to Life on Any Device

Smart User Interface

With i-Access, your Bio Tabs and Dashboards are just a click away! Navigate between bio tab account information and reporting dashboards in a few clicks.

Access to Critical Communications

i-Access is your pre- and post-meeting best friend. Access previous communications to brush up your memory and update account notes to recap your conversaion.

Real-Time Access to Dashboard Data

Stay up-to-date on data throughout your organization. Establish role-based dashboards or create a custom view that shows all your key performance metrics in  one view.

Ensuring Your Data is Secured

Assign access to specific data points, dashboards, or bio tabs per user for enhanced security. Data visualization in i-Access eliminates the need to learn the complexities of data analysis.
Lapsed Donors

Avoid Data Fatigue with Role-Specific Dashboards

Whether you prefer to keep your reporting high-level or you like to get granular, with i-Access you can summarize your findings in role-based or department-specific dashboards. See your results on dynamic graphs, charts, and thermometers, among other data visuals. i-Access makes it simple to assign role-specific dashboards to members of your internal team, volunteers, or community members.

Share the Bigger Picture With Your Board Members

Within one simplified user interface, your board members will find all crucial data points for decision making - no database experience required! Create your board of directors dashboards easily by repurposing the key metrics that you already reporting on.
Board Portal - Campaign at a Glance

Navigate Your Data With Ease

Get all the Facts on i-Access

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