Prospect CRM

The Stock-Aware CRM & eCommerce platform that’s perfect for Wholesalers, Distributors and Manufacturers.

Sell more in less time, every time. Become a Sales Hero.

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What is Stock-Aware CRM?

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

Prospect is a new type of Stock-Aware CRM that's specifically designed for Wholesalers, Distributors and Manufacturers who sell physical products B2B.

Prospect CRM integrates product, inventory and customer sales data, to streamline B2B CRM processes. Your team will save time, increase sales and maximise profits.

Stock-Aware CRM

Prospect CRM 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.

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B2B eCommerce

With integrated eCommerce 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

More than ordinary CRM & eCommerce

This is no ordinary CRM & eCommerce solution. Years of integration experience, combined with the latest in cloud technology is combined to create the ultimate solution for B2B product sales.

Unparalleled Integration

Stock-Aware CRM integrates product, inventory and customer data to streamline processes, increase sales and improve customer service

Empower your Sales Team

Unlike ordinary CRM, Stock-Aware users can check stock, review customer’s current and past orders, provide quotations and even take a new order instantly - all from their browser

Focus on what matters

Stock-Aware users have the data they need, when they need it, without flipping between CRM and ERP systems, and juggling copious spreadsheets or PDF reports to fill in the gaps

Reporting to learn more about your customers and business

Take Control

Because integration reduces re-keying, speeds information flow and increases accuracy, Stock-Aware managers are empowered with the control and insights that let them make better business decisions

Your customers are busy too

With integrated B2B trade portals, customers become Stock-Aware too. They can self-serve selected product information, place orders and access customer services 24/7, improving customer experiences while freeing your staff to focus on more complex and valuable opportunities

Easy, Flexible & Scalable

For 2, 20, or 200 users, Prospect 365 is a fully scalable cloud-based CRM & eCommerce platform with simple, no nonsense pricing starting from just £20 per user per month

Wholesalers, Distributors & Manufacturers

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 to drive growth

Happy Customers

Improved our processes and reduced administration time; altogether increasing efficiency.

Paul Carpenter, Operations Director, Airflow Developments Group

Service revenue has doubled since implementing ProspectSoft CRM.

Mark Roberts, Sales & Marketing Director, Evac+Chair International Ltd

Our business runs on ProspectSoft CRM and ProspectSoft eCommerce – they are absolutely pivotal in everything that we do.

Russel Merry, SVP and General Manager North America and the U.K., Cycling Sports Group

Customer orders are processed straight through to Exchequer, meaning there is no error-prone re-keying.

John Hewitt, General Manager, Beta Valve

Integration to our accounts was great, so everything was already there, meaning no re-keying.

Dave Shuttleworth, Managing Director, IDNS

The integration to Exchequer was, and still is, the driving factor to us adopting the system.

Malcolm Avison, Managing Director, Vantage House

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