The Solution
Prospect CRM is designed for businesses like ours that sell products B2B, making it really in tune with our needs. It's set up
to help us deal with new opportunities and enquiries, managing them right through the sales funnel
so they become a customer, but then continuing from there to secure more repeat business from them –
so absolutely everything is captured. The fact that it links to both Unleashed and Xero makes it
perfect for the existing systems we use. In Prospect CRM, we're also able to classify our different
customer types easily, meaning we can have different sales funnels for each.