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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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 |
 |
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 |
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 |
Works with Microsoft Outlook supporting any company who sends email shots. If an email doesn’t reach its recipient, a bounce back email is sent to the originator.
Price Guide: £1500 per site plus ALF |
|
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 |
|
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 |
|
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 |
|
Extends the quotation and orders process recording customer’s credit card details, payments collected and receipts posted into the accounting system.
Price Guide: Contact the author |
|
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 |
|
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 |
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