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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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Intranet Contact Manager
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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Kitting Option
For organisations that sell “system” products that comprise multiple components, the Kitting Option 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: £1495
ALF: £209
For More Information: Contact the author
Author: ProspectSoft
Catalogue Code: N.A

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Literature Fulfilment Wizard
Simplifies and organizes the process of sending literature out to your prospects.

Price Guide: £500 per site plus ALF
For More Information: View PDF
Author: ProspectSoft
Catalogue Code:

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Opera II Special Pricing Updater
Allows you to automatically update and create new special prices in Opera II from your ProspectSoft CRM system

Price Guide:£900 per site plus ALF
For More Information: View PDF
Author: ProspectSoft
Catalogue Code:

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Outstanding Order Checker
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: View PDF
Author: ProspectSoft
Catalogue Code: 440-031

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Predictive Stock Level Display
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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Problem Related Tab Check
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: £300
For More Information: Contact the author
Author: Corrin Software
Catalogue Code: N/A

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Project Manager
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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Promotions Manager Option
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 PDF
Author: ProspectSoft
Catalogue Code: 440-005

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ProspectSoft Views within Opera II
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 Opera II
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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