Click on a link below to view more information about the XML API Option and how it could benefit your business.

 • Account Manager Security
 • Advanced Document Management
 • Application Pop-up
 • Cash Sales Order Splitter
 • Cost Price Uplift
 • Credit Card Processing
 • Credit Card Validation
 • Contact Division Verification
 • Critical Credit Check
 • Direct From Supplier option
 • Division Classification Option
 • Delivery Check Option
 • Delivery Phone No. Pop-up
 • Deposits Charges
 • Document Recipient Manager
 • Document Security
 • Exchequer Quote Headers
 • Forward Order Scheduling
 • Intranet Contact Manager
 • Outstanding Order Checker
 • Predictive Stock Level Display
 • Problem Related Tab Check
 • Project Manager
 • Promotions Manager
 • ProspectSoft Views within Opera II
 • ProspectSoft Updates from Opera II
 • ProspectSoft Division Updates from Pegasus Opera II
 • ProspectSoft Add-Ons for Opera II
 • Quick Address Rapid™ and Quick Address Pro™ Integration
 • Quote Related Address
 • Sales History Conversion
 • Service Level Agreement Manager
 • Single Supplier Order Warning
 • System Builder
 • Telesales Rapid Order Entry
 • Territory Management
 • Unique Quote Line ID
 • Urgent Messaging
 • Variable Delivery Charge
 • Web Lead Logger

The Account Manager Security Option is valuable for any sales organisation in which team members are assigned specific companies to target and manage, through the account manager field in ProspectSoft CRM.

Using this application ensures that new client companies are allocated to the relevant account manager in the sales team and, that once allocated, assigned companies cannot be re-assigned by unauthorised staff.

Price Guide: £500
For More Information: Contact the author
Author: ProspectSoft
Catalogue Code: 440-015

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When an organisation deals with a high volume of paper documents and has a requirement to scan these into ProspectSoft CRM, the Advanced Document Manager Option is ideal.

The application integrates with WinDIP, a document imaging solution developed by Gateway Computing, specifically designed for high volume scanning, storage, image generation and management of business records and documentation.

The Advanced Document Manager Option combines the high volume image capturing power of WinDIP with the document storage and contact, sales and support tracking functionality of ProspectSoft CRM, to provide an effective document capturing solution.

Price Guide: Contact the author
For More Information: Contact the author
Author: Gateway Computers
Catalogue Code: N.A

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The Application pop-up application enables ProspectSoft CRM to be configured so that a user can launch a user specified application or web site from within a specified tab, with a single mouse click.

The is useful for organisations that operate in a highly integrated working environment and do not want to switch constantly between the windows desktop and various applications.

Price Guide: £300 per site plus ALF
For More Information: Contact the author
Author: ProspectSoft
Catalogue Code: 440-016

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This application is very usefully for organisations that supply goods on both a cash and an account sale basis – a frequent requirement with companies who supply fresh produce.

The Cash Sales Order Splitter automatically splits one order into two, one for cash and another for account to enable these order to be processed quickly and easily.

Price Guide: £1500 per site plus ALF
For More Information: Contact the author
Author: ProspectSoft
Catalogue Code: 440-012

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The Contact Division Verification application provides an alternative and more sophisticated method for ProspectSoft CRM users to verify that the data contained in contact and division records is correct.

This can be useful as it encourages improved data management and allows validity to be considered when reporting on data held in the database.

Price Guide: £300 per site plus ALF
For More Information: Contact the author
Author: ProspectSoft
Catalogue Code: 440-010

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In some organisations, sales staff are authorised to offer discounts to close a sale, although minimum profit margins must be maintained on each item. The margin may include fees for handling, storing and insurance, or wastage and breakage charges.

This application enables managers to set the cost price uplift of goods, by category, so that those involved in quoting will automatically take account of these additional costs.

Price Guide: £500 per site plus ALF
For More Information: Contact the author
Author: ProspectSoft
Catalogue Code: 440-013

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The Credit Card Processing option enables organisations taking credit card payments to process them automatically whilst using ProspectSoft CRM. This removes the risk of user error whilst re-entering card numbers re-keying order values and significantly speeds up order processing time. When used in conjunction with a suitable accounting system, this option can also automatically post ledger receipts.

This application is best used in conjunction with the Credit Card Validation Option to validate card numbers before beginning the automated processing.

Price Guide: Contact the author
For More Information: Contact the author
Author: Enhanced Computer Solutions (for Opera integration)
Author: 5 Star (for Exchequer integration)
Catalogue Code: N.A

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The ProspectSoft Credit Card Validation Option is ideal for organisations that take Credit Card orders from consumers or businesses. It can validate a credit card before orders are entered into the accounting system, and confirm payment afterwards. A range of different options are available for different accounting solutions and business process requirements.

Price Guide: £300 per site plus ALF
For More Information: View the datasheet
Author: ProspectSoft
Catalogue Code: 440-009

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For organisations that need to be aware of customers’ exact credit position at almost any stage for example, with high rates of orders from a large and varied customer-base, the Critical Credit Check Solution is essential.

Price Guide: £500 per site plus ALF
For More Information: Contact the author
Author: ProspectSoft
Catalogue Code: 440-017

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The Delivery Check is designed to automatically warn a user if they try to send or convert a quotation that does not have a delivery item in it.

This is available for any users of ProspectSoft CRM that deal regularly with the delivery of products who need to ensure that this cost is passed onto their customers when necessary.

Price Guide: £400
For More Information: Contact the author
Author: ProspectSoft
Catalogue Code: 440-026

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The Delivery Phone No. pop up prompts users to ask for and enter a specific delivery phone number when an order is confirmed. This phone number is then automatically passed into the accounts system in addition to the standard address data, which will then subsequently print out on the delivery note.

This is ideal for organisations where it is important to have a delivery phone number to accompany an order to assist delivery drivers and dispatch staff.

Price Guide: £300
For More Information: Contact the author
Author: ProspectSoft
Catalogue Code: 440-027

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For products that attract a deposit charge, it is sometimes necessary to exclude the deposit from a quotation but include them on both the order and the invoice. The ProspectSoft CRM Deposits Charges Option enables users to eliminate errors in adding deposits to or omitting them from quotations or orders.

Price Guide: £300 per site plus ALF
For More Information: View the datasheet
Author: ProspectSoft
Catalogue Code: 440-006

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The Direct from Supplier option is useful if an organisation needs to flag certain product suppliers to highlight that items appearing from that supplier on a quotation need to be shipped direct rather than from a warehouse.

The application is used to allow a user to flag suppliers whose products should be handled differently and if products from these suppliers exist on a quotation then information can automatically be passed into the accounting system when confirming the order to flag up that the items should be shipped directly.

Price Guide: POA plus ALF
Author: ProspectSoft
For More Information: Contact the author
Catalogue Code: 440-028

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The Division Classification is designed to batch classify all divisions in the database using classification relevant to you.

These classifications are stored in the division_xtra table and are designed to work in conjunction with a user defined tab to display the data.

Price Guide: POA plus ALF
Author: ProspectSoft
For More Information: Contact the author
Catalogue Code: 440-029

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Suppliers to companies that tender for major construction projects or government contracts are often required to send the same quotation to many of those companies. Others need to write a report for an individual at one customer and send it to someone in a different organisation, and establish a link between the two: contractors and safety inspectors, for example.

Document recipient manager facilitates this process and makes sending quotes to multiple contacts possible, while also ensuring that the relationships between the various parties is also recorded.

Price Guide: £900 per site plus ALF
For More Information: Contact the Author
Author: ProspectSoft
Catalogue Code: 440-011

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Documents within ProspectSoft that need to be restricted to an authorised group of readers can be protected simply and effectively by the Document Security Solution.

Price Guide: Contact the author
For More Information: Contact the author
Author: Gateway Computers
Catalogue Code: N.A

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This is an invisible utility that transparently passes specific information held in ProspectSoft CRM into Exchequer user defined fields as each sales order is confirmed.

It is useful for organisations that use Exchequer and who have a requirement for additional ProspectSoft CRM data to be transferred into their Exchequer accounting system, typically for reporting and analysis purposes.

Price Guide: P.O.A
For More Information: Contact the author
Author: ProspectSoft
Catalogue Code: 440-018

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This plug-in will allow you to split a single order line across multiple due dates. For example, you can enter a single order line for 100 items and then schedule 10 this month, 20 the next, 12 the month after etc...

Working in conjunction with the "Predictive Stock Level Display" plug-in, this option will also automatically calculate a schedule for you, offering future dates for deliveries as the stock arrives from suppliers (taking into account other forward order commitments already made). It will also ensure that sales staff don't over-commit stock by taking too many forward orders for the same incoming purchase order.

Price Guide: P.O.A
For More Information: Contact the author
Author: ProspectSoft
Catalogue Code: 440-030

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The Intranet Contact Manager is ideal in organisations where some users do not need to have direct access to ProspectSoft CRM but do require simple customer information look up functionality.
The application is installed on a companies Intranet allowing any user who has intranet access to view ProspectSoft CRM customer information through their web browser.

Price Guide: £1000 per site plus ALF
For More Information: Contact the author
Author: ProspectSoft
Catalogue Code: 440-019

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The Outstanding Order Checker plug-in is ideal for companies who have problems with customers unwittingly placing duplicate orders or asking for duplicate quotes for the same product items e.g. when there is a long period of time from order to delivery of goods and the customer does not realise they already have certain items on back-order.

Whenever a quotation or order is entered, the application will check to see if the customer already has an outstanding order for the same product, if so the user will be warned so that they can confirm with the customer if they want to continue with ordering more.

This check can save significant time and cost involved delivering and then perhaps returning a duplicate order.

Price Guide: £400 per site plus ALF
For More Information: Contact the author
Author: ProspectSoft
Catalogue Code: 440-031

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Calculates forward stock positions based on current stock levels, back-orders, forward orders and planned purchase order due dates. This is especially useful for companies with long supplier lead times or companies with very seasonal products who need to order stock well in advance.

Traditional screens will show sales staff that there are none in stock and 200 on order from the supplier. As a sales person looking at this, would you tell a customer that you have none or that you can supply up to 200 shortly? Or would you check all the P.O. due dates and all the forward order due dates to work out how much you will actually have and when? Not an easy task - particularly when you have a customer waiting on the line. This plug-in will automatically calculate all this for you and display a grid of forward dates and stock available at each potential order date.

This grid is a lot easier to understand and a lot more effective than either guessing or trying to manage negative stock levels.

Price Guide: P.O.A
For More Information: Contact the author
Author: ProspectSoft
Catalogue Code: 440-032

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The Problem Related Tab Check application is designed to check the problem related tab when the user closes a problem screen. If the tab is empty, it alerts the user and provides a list of possible divisions that they may wish to relate to.

This option is particularly useful in a product distribution environment where the supplier takes queries from either customers or resellers and needs all problems to be related to one or both parties for future review or analysis.

Price Guide: Contact the Author
For More Information: Contact the author
Author: Corrin Software
Catalogue Code: N/A

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The Project Manager Option is particularly useful in organisations that manage and track complex sales projects, where multiple contractors or subcontractors are involved, e.g. suppliers to the construction industry. The application assists project management by storing information about on-going projects and ensuring that relationships are set up between the project and each quotation sent out. This makes tracking and managing the projects with their multiple quotations, far easier and less time consuming.

Price Guide: £1500 per site plus ALF
For More Information: Contact the author
Author: ProspectSoft
Catalogue Code: 440-014

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The ProspectSoft CRM Promotions Manager saves time in producing or amending lists and displays all current promotions on-screen, for the duration of the promotion.

Price Guide: £300 per site plus ALF
For More Information:View the datasheet
Author: ProspectSoft
Catalogue Code: 440-005

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The ProspectSoft Views within Opera II option is an ideal solution for Pegasus credit controls that need quick access to ProspectSoft information without the need of extra training or swapping applications.

ProspectSoft Views within Pegasus Opera II Enterprise gives seamless integration between ProspectSoft Quotations, Leads and Problems. Within Opera II sales ledger processing the user can see all quotations, leads and problems which are current or completed including the ProspectSoft notepad information for the currently selected account.

Price Guide: £500 per site plus ALF
Author: Corrin Software
For More Information: Contact the Author
Catalogue Code: N/A

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ProspectSoft Products Update from Pegasus Opera II Enterprise gives a seamless immediate update of ProspectSoft Products from within Pegasus Opera II Stock maintenance. When new stock codes are created in Opera II Stock, these will be immediately created within the ProspectSoft Products table.

When stock items are amended within Opera II, the changed information will automatically update the ProspectSoft product, this includes selling price changes. If the stock category does not exist in ProspectSoft then this will be automatically created at the same time.

Price Guide: £1000 per site plus ALF
Author: Corrin Software
For More Information: Contact the Author
Catalogue Code: N/A

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ProspectSoft Division Update from Pegasus Opera II Enterprise gives a seamless immediate update of ProspectSoft Divisions from within Pegasus Opera II Sales Ledger account maintenance. When sales accounts are amended within Opera II, the changed information will automatically update all ProspectSoft divisions linked to the sales account.

If the Opera II sale's account name is changed the ProspectSoft company information can also be updated if required.

Price Guide: £500 per site plus ALF
Author: Corrin Software
For More Information: Contact the Author
Catalogue Code: N/A

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ProspectSoft Add-On for Pegasus Opera II Enterprise gives seamless integration between ProspectSoft CRM and Pegasus Opera II Sales and Stock modules. Within Opera II sales ledger processing the user can see all quotations, leads and problems which are current or completed including the ProspectSoft notepad information for the currently selected account.

When Opera II sales accounts are amended, the changed information will automatically update all ProspectSoft divisions linked to the sales account. When new stock codes are created or amended in Opera II Stock, these will be immediately created or amended within the ProspectSoft Products.

Price Guide: £1500 per site plus ALF
Author: Corrin Software
For More Information: Contact the Author
Catalogue Code: N/A

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Businesses that rely heavily on postal contact information for customers, or those that make contact with new customers regularly, need to be sure that they can retrieve and store addresses easily and accurately. Integration of QAS addressing products with ProspectSoft CRM software allows quick, simple and accurate entry of address information, consistently.

Price Guide: £300 per site plus ALF
For More Information: View the datasheet
Author: ProspectSoft
Catalogue Code: 440-002

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Some organisations need to include two addresses on a quotation document, typically the purchasing company address and a delivery address or, where third parties like consultants require to review quotations. The quote related address Option makes this requirement possible without any manual re-keying or duplication of data.

Price Guide: £500 per site plus ALF
For More Information: Contact the author
Author: ProspectSoft
Catalogue Code: 440-020

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This Option allows users of the Telesales Rapid Order Entry Option to convert ProspectSoft CRM Sales History data into quotations, for use in the Rapid Telesales Order taker. This tool allows new ProspectSoft users to get up and running with the Telesales Rapid Order Entry system using historical data from the accounting system on day one – without the need to build up any information over time.

Price Guide: Free of charge
For More Information: Contact the author
Author: ProspectSoft
Catalogue Code: 440-021

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The Service Level Agreement (SLA) Manager is particularly useful to organisations that agree and manage SLA contracts with their customers. When logging support problems this application automatically calculates target response and resolve times to assist meeting service contract deadlines. Sophisticated reporting can be carried out on this data to analyse and track service performance by customer, by member of staff or by product.

Price Guide: P.O.A
For More Information: Contact the author
Author: ProspectSoft
Catalogue Code: 440-022

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The Single Supplier Order Warning is useful to organisations that require each order to only contain products from the same supplier. This could be because orders from different suppliers get handled in different ways.

When a user attempts to add a product item to an order that has a different supplier code than the previous product item, then a pop-up message will be displayed and the user will be prompted to reselect a product item.

Price Guide: £300 Per Site plus ALF
For More Information: Contact the author
Author: ProspectSoft
Catalogue Code: 440-033

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For organisations that sell “system” products that comprise multiple components, the System Builder Solution offers a means of displaying all components, by quantity and price that make up the total system. Individual components, with prices, may be deleted or increased at quotation stage, to build a system to meet particular circumstances.

In the building industry it is especially relevant for system flooring, ceilings or windows, and also for mechanical or high technology products that can be configured in several ways. As configuration requirements vary from company to company, this is a highly customisable solution that can be made to enforce even the most complex of rules.

Price Guide: P.O.A
For More Information: Contact the author
Author: ProspectSoft
Catalogue Code: N.A

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Taking regular, often repeat telephone orders, in either a B2B or B2C situation, requires a completely accurate and rapid order-entry process. The ProspectSoft CRM Telesales Rapid Order Entry Solution is a user interface that meets both these requirements and can be tailored to in various ways.

Price Guide: £2000 per site plus ALF
For More Information: View the datasheet
Author: ProspectSoft
Catalogue Code: 440-001

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The Territory Management Solution from ProspectSoft is valuable for those organisations whose customers are the responsibility of individual account managers and are grouped by territory, type or size, typically. It provides an easy means of re-allocating responsibility for individual or multiple customers. A plug-in can also automatically assign account managers to new records based on postcode, county etc.

Price Guide: £300 per site plus ALF
For More Information: View the datasheet
Author: ProspectSoft
Catalogue Code: 440-004

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The Unique Quote Line ID Option enhances the ProspectSoft CRM system by adding a unique reference (ID) to each line item in every quotation, as it is generated. Also provided is a facility to search through all quotations within the database and find that unique reference.
This is particularly useful when customers have a query about a specific item in one or more quotations, the process is speeded up greatly by enabling the customer to identify the item using the unique reference number and automating the search.

Price Guide: £500 per site plus ALF
For More Information: Contact the author
Author: ProspectSoft
Catalogue Code: 440-023

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Users of other computer solutions, like accounting systems, who do not have day-to-day access to ProspectSoft CRM, are able to set up an urgent message for ProspectSoft users against records in the CRM database. For example, every ProspectSoft CRM user can be alerted about unpaid or overdue accounts. As well as allowing accounting system users to set ‘urgent messages’, when integrated into the accounting system menu, this solution also allows those accounting system users to view important ProspectSoft information such as contact details, outstanding support problems, a list of sales opportunities etc.

Price Guide: £300 per site plus ALF
For More Information: View the datasheet
Author: ProspectSoft
Catalogue Code: 440-007

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For organisations that need to apply delivery charges that may vary according to criteria such as customer location, package weight or delivery method, the ProspectSoft Delivery Charging solution is ideal.

Price Guide: P.O.A
For More Information: Contact the author
Author: ProspectSoft
Catalogue Code: N.A

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