Why Stock-Aware CRM?
Most CRMs are built for managing pipelines, not for supporting the realities of B2B product sales. Stock-Aware CRM is different.
With product data at its core, this solution removes the blind spots that cost you both time and trust. By surfacing critical data from stock availability to product specifications and pricing, you can set realistic outcomes while managing customer relationships without compromise.
Turn operational precision into stronger customer loyalty and healthier margins with a CRM that's built to serve your business.
Stock-Aware CRM
Disjointed systems and outdated stock data slow you down and put sales at risk. Stock-aware CRM connects the critical elements of your sales process, giving your team the confidence to deliver exactly what your customers need.
B2B eCommerce
Your customers need to order on their schedule without unexpected stock issues. Our eCommerce integrations and B2B trade portal give them up-to-date stock levels with real-time inventory intelligence to facilitate seamless transactions.
Step into the future of CRM, where AI-powered intelligence turns everyday tasks into effortless wins
The CRM Growth Engine: A Blueprint for Success
The Growth Formula
Our most successful customers follow a simple growth formula that works for any product business:
New Customers + Higher Customer Lifetime Value = Sustainable Growth
By expanding your customer base and nurturing each relationship to promote longevity you can achieve sustainable, scalable sales growth.
The Growth Model
Sustainable B2B sales growth can be broken down into 7 core growth strategies that our customers use every day:
- Attract – Draw in high-potential leads with targeted outreach
- Sell – Showcase solutions that address customer needs
- Close – Convert prospects into wins
- Onboard – Make a lasting impression and nurture brand loyalty
- Order Value – Maximise each order with upsell tactics
- Order Frequency – Encourage regular order patterns and repeatable buying circles
- Retention – Keep customers engaged through consistent support
Combine these strategies to form a powerful growth engine and drive long-term revenue success.
The Growth Playbook
Turn strategy into results with our step-by-step playbook designed to bring the Growth Model to life:
Phase 1: Choose your priority strategies based on current needs
Phase 2: Invest in the resources that will drive swift and substantial impact for your business
Phase 3: Measure results and optimise what's working
Phase 4: Scale successful strategies across your business
This customisable framework helps you effectively balance your efforts to maximise growth, ensuring every action you take is purposeful.
Choose your path, invest wisely, and take your sales to new heights!
Prospect CRM Integration Partners
More than ordinary CRM and eCommerce
A CRM system should be more than just a digital notepad that makes managing customer orders, pricing, and communication a struggle. See how Prospect CRM outperforms traditional systems to simplify B2B product sales.
Grow your Customer Base
How successful are you at attracting & signing up new customers for a first order?
How Stock-Aware CRM can help:
- Lead generation & prospect sourcing
- Automated follow-up reminders
- Sales pipeline management
- Data-driven quoting process
Maximise Customer Retention
Once successfully onboarded, how long do you retain an average customer for?
Prospect CRM helps you improve customer lifetime value with:
- Missing Order Alerts
- Customer segmentation strategy
- Customer service management
- Holistic customer overview with advanced dashboards
Increase Order Value & Frequency
Can you pinpoint reducing average order values and identify opportunities for upsell & cross-sell?
Leverage these stock-aware features:
- Cross-Sell and Upsell Matrix
- Send targeted campaigns to build product awareness
- Unlimited products, discounts & special pricing
- Future stock calculations & allocations
Create Happier Customers
Do you run highly targeted marketing campaigns to customers who buy X product but not Y product?
Show customers you care with:
- Email thread tracking & interaction logs
- Product upsell & cross-sell prompts
- Aftersales Problem Tracking
- Unlimited customer accounts
Work Better as a Team
Do you have well defined quotation templates, consistently used across the team?
Streamline your sales process from lead generation to quoting with these collaborative features:
- Centralised customer data
- Automatic updates from your Accounting/Inventory System
- Flexible fields & entities
- Document Library accessible to everyone
Improve your Business Reporting
Do you analyse your close rate by salesperson, by territory, by customer type & other dimensions?
How Prospect CRM helps you improve your reporting strategy:
- The Growth Engine performance analysis
- Configurable record/entity relationships
- Built-in standard reporting templates
- Advanced report refinements & filtering
Support That Delivers Beyond the Promise
Rated 4.6/5 for customer service, our expert team delivers onboarding & support that customers remember
Experience the difference of expert care you can truly rely on
Features in Prospect CRM
Grow your B2B product sales with these features - all included in your Free Trial.
Evaluate your sales performance & get instant results!
Why Invest in Stock-Aware CRM?
Discover the trends shaping your industry by downloading our B2B Sales Growth Report
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are effectively achieving business goals with CRM
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saw a decrease in acquisition costs with CRM
£
more can be unlocked every year with customer loyalty
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boost in sales productivity following CRM adoption
Customers Love Using Prospect CRM
More Happy Customers Using Prospect CRM!
CRM Built for Your Industry's Challenges
Explore how Prospect CRM can tackle unique hurdles by addressing your industry's most pressing challenges - unlocking smarter workflows, driving sales growth, and empowering your team to perform at their best.
Frequently Asked Questions
What is CRM software?
CRM (Customer Relationship Management) software helps businesses track interactions and manage sales opportunities in one central place, giving teams the insight they need to close deals and nurture loyalty.
Stock-Aware CRM takes this further for B2B products sellers by integrating real-time inventory and product data, enabling sales and service teams to manage repeat orders and promise reliable delivery.
What does Prospect CRM do?
Prospect CRM helps B2B product businesses drive sales growth using our Growth Formula by supporting both new business and customer retention. It tracks buying behaviour, recommends ways to increase average order value, and keeps sales teams stock-aware at every stage so they can guide customers through the funnel with confidence.
For the full picture, download our Prospect CRM Brochure.
What are the contract terms for Prospect CRM?
As per our Terms & Conditions, Prospect CRM is an annual contract paid monthly and requires 90 days' notice prior to your renewal date if you wish to cancel.
What kind of support and onboarding does Prospect CRM provide?
Prospect CRM offers flexible onboarding through a range of FlightPaths. So, whether you need light-touch guidance or hands-on setup, you can choose the level of service that suits your team best.
After go-live, you'll have access to ongoing support via live chat, help documentation, and more.
Explore what's included on our Onboarding & Support page.
Unlock Proven Strategies for B2B Success
Access practical, hands-on tips and expert advice tailored to help you streamline operations and boost profitability in your B2B product business.
All of our helpful resources
End of Financial Year Survival Guide: 5 Steps for Supply Chains to Get Ahead
10 Reasons Why Wholesalers Need Stock-Aware CRM
How Every Department Can Benefit from a CRM
3 Ways a Stock-Aware CRM can Help Grow your B2B Product Business
Key CRM Functions for B2B Wholesalers