Prospect CRM

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Why Stock-Aware CRM?

Wholesalers, Distributors and Manufacturers know that selling physical products B2B involves unique operational challenges, meaning ordinary CRMs fall short. Stock-Aware CRM is different.

Prospect is a new type of Stock-Aware CRM that's specifically designed for growing Wholesale, Distributor and Manufacturing businesses that sell physical products, B2B.

Prospect CRM integrates product, inventory and customer sales data, to streamline your B2B sales process and grow your customer base. With Prospect CRM, your team will increase sales, improve customer retention and maximise profits.

Stock-Aware CRM eBook

Want to increase sales by more than 25% - without a single new customer?

Take a deep-dive into the world of Stock-Aware CRM with our free eBook, and discover how CRM focused on customer retention, repeat orders, and cross-selling is the key to driving sales growth in B2B product businesses.

Download CRM eBook now

Stock-Aware CRM

Prospect combines the best of traditional CRM - Marketing, Sales Pipelines and Customer Service Management - with the reality of selling B2B products - quoting, ordering, inventory management, special pricing, back orders, product information and even contracts, serial numbers and asset tracking...to ensure your sales and service teams are fully Stock-Aware.

Learn more about Stock-Aware CRM

B2B eCommerce

With our eCommerce integrations and B2B trade portals, customers become Stock-Aware too. Customers see selected product and inventory information, can place orders and access customer services 24/7. Customers get an enhanced buying experience, while your sales and service staff are free to focus on more complex and valuable opportunities and activities.

Learn more about B2B eCommerce

Introducing the CRM Growth Engine - Maximise Sales Growth Today

The Growth Formula

In B2B product sales, driving sales growth boils down to two key elements: acquiring more customers and increasing Customer Lifetime Value (CLTV). By expanding your customer base and nurturing each relationship to promote longevity, you can achieve sustainable, scalable sales growth.

Drive growth and watch your sales soar – one customer at a time.

Discover more about Prospect CRM's Growth Formula
The Growth Formula

The Growth Model

Sustainable B2B sales growth can be broken down into 7 core growth strategies:

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.

Find out more about Prospect CRM's Growth Model
The CRM Growth Model

The Growth Playbook

Turn strategy into results with our step-by-step playbook designed to bring the Growth Model to life. Whether you’re looking for quick wins or long-term strategies, you can prioritise initiatives that align with your resources and goals. 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!

Find out more about Prospect CRM’s Growth Playbook
The CRM Growth Playbook
Access Dimensions CRM integration
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Exchequer CRM integration
Xero CRM integration
Unleashed CRM integration
Pegasus Opera CRM integration
Sage 50 CRM integration
Cin7 CRM integration
Cin7 Core CRM integration
QuickBooks Online CRM integration
Katana CRM integration
Mintsoft CRM integration

More than ordinary CRM and eCommerce

This is no ordinary CRM & eCommerce solution. Years of integration experience, combined with the latest cloud technology has created the ultimate Stock-Aware CRM platform for growing B2B sales.

Stock-Aware CRM

Grow your Customer Base

Stock-Aware CRM will accelerate your sales success, helping you convert new B2B customers faster and more efficiently to deliver long-term sales growth. Just a small increase in new business conversion rates can have a profound impact on growth over time, turning your B2B product business into a growth engine!

improve customer retention

Maximise Customer Retention

New business is important, but retaining customers is vital for growing a successful Wholesale, Distributor or Manufacturing business. If you’re churning customers as fast as you’re acquiring them, you’re spending a lot of time and effort just to stand still. Equally, if you can retain your new customers and increase the amount they spend every month, then you’ll achieve sustainable growth.

Increase Order Value & Frequency with Stock-Aware CRM Software

Increase Order Value & Frequency

Getting your customers to buy more of your product range - more regularly - is key to maximising customer lifetime value (CLTV). With Prospect CRM, you can strategically identify and action the best upsell and cross-sell opportunities to drive up average order value and order frequency across your whole customer base.

Happier Customers with CRM Software

Create Happier Customers

Whether it's just checking in with customers and recording activities, or logging and dealing with important customer issues - a Stock-Aware CRM system is all about staying on top of the things that matter to your customers and building stronger, more profitable relationships.

Stock-Aware CRM solution

Work Better as a Team

Centralised customer data in your Stock-Aware CRM solution, automatically updated with new accounts, new orders and new invoices from your Accounting/Inventory System, means your whole team has a clearer picture of what's happening with each customer and who's doing what.

Improve your Business Reporting CRM software

Improve your Business Reporting

Don't just report on isolated data from your Accounting/Inventory System, or from your CRM solution. Instead, bring all your data together in one, integrated reporting tool that combines up-to-date customer, sales & product data from your back-office system with your CRM data and activities.

Trusted by wholesale
businesses worldwide

Try CRM Free for 14 days

No credit card required

The features in our CRM solution designed to grow your sales

Stock-Aware CRM

What is it, why you need it & how it will grow your product business.

Learn more about Stock-Aware CRM
stock-aware crm

RFM Analysis and Segmentation

Target the right customers, at the right time, with the right message.

Read more on RFM Analysis and Segmentation
RFM Analysis and Segmentation

The Growth Engine

Maximise sales growth with the CRM Growth Engine.

Discover The CRM Growth Engine
the growth engine

CRM Integrations

Integrate Prospect CRM to your Inventory, ERP or Accounting software for automation, efficiency and sales success.

Learn about CRM Integrations
CRM integrations

The Magic Matrix

Strategically upsell and cross-sell with Prospect’s Magic Matrix.

Find out more about the Magic Matrix
The Magic Matrix

Missing Orders

Identify at-risk customers before you lose them for good.

Read more on Missing Orders
Missing Orders

Opportunity Tracking

Track sales performance with ease.

Hear more about Opportunity Tracking
Opportunity Tracking

End-to-end Reporting

Track performance by customer, product or salesperson.

Read more on End-to-end CRM Reporting
End-to-end Reporting

Problem Tracking

Turn every problem into an amazing customer experience.

Discover CRM Problem Tracking
Problem Tracking

Faster Order Taking

Take more orders in less time - without duplicating data entry.

Learn how to take more orders faster
Faster order taking

Other CRM Features

Discover key features of Prospect CRM.

View all CRM features
CRM dashboard

Assess your Sales Growth Performance

Wouldn’t it be great to know how your business scores on the key success metrics for growth? It can be challenging to know where your efforts are best spent for the biggest returns in getting more customers and increasing customer lifetime value.

Introducing the Growth Playbook Scorecard – a free assessment tool, that uses the 7 key growth strategies to evaluate and analyse your business’ performance.

Fill out your scorecard for instant results

Why Wholesalers, Distributors & Manufacturers should invest in Stock-Aware CRM

61%

of Distributors are focused on revenue growth

52%

are prioritising increased profitability

42.7%

are driving efficiency with eCommerce

1/3

are currently investing in CRM solutions to drive growth

Customers Love Using Prospect CRM

Trusted by wholesale
businesses worldwide

Try CRM Free for 14 days

No credit card required

Resources

10 Reasons Why Wholesalers Need Stock-Aware CRM

Read

The 7 Deadly Sins of Stock-Aware CRM

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3 Ways a Stock-Aware CRM can Help Grow your B2B Product Business

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The Role of B2B eCommerce in Modern Manufacturing

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Why Wholesale Businesses Need a B2B eCommerce Strategy

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The biggest B2B eCommerce mistakes to avoid

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10 Essential Metrics for B2B Wholesalers & Distributors

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Key CRM Functions for B2B Wholesalers, Manufacturers & Distributors

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Benefits of Integrated CRM & eCommerce for B2B Wholesalers & Distributors

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Comparing CRM Software

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Why CRM and eCommerce does work for SMEs

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CRM Best Practice: What can you actually achieve from implementing a CRM system?

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Have you taken your CRM system to the next step?

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Now there is no excuse for your business not to have a CRM system

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6 Benefits of a Cloud-based CRM Solution

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