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 XML API Options Catalogue

XML API Plug-ins allow you to customise virtually any aspect of ProspectSoft CRM, the possibilities are almost endless. Select a plug-in from below to learn more...


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Unique Quote Line ID
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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Upsell Link Manager
The Authorisation to Sell Checker facilitates this process by automatically checking items that are added to an order and prompting the user if a certain product or service cannot be sold to the customer.

Price Guide: £1000
For More Information: View PDF
Author: ProspectSoft
Catalogue Code:

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Urgent Messaging Option
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 PDF
Author: ProspectSoft
Catalogue Code: 440-007

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Variable Delivery Charge Option
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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Web Lead Logger
Many organisations encourage potential customers to log an interest in their product or service via their website. This lead information is then often simply emailed to the organisation from their website.
The Web Lead Logger is useful for any organisation that receives such web leads as it automates the process of transferring the new lead information into ProspectSoft CRM in a quick and efficient manner. Once within ProspectSoft CRM the lead can then be tracked and handled effectively.

Price Guide: £1000 + half day labour
For More Information: View PDF
Author: ProspectSoft
Catalogue Code: N.A

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