RFM SegmentationTarget the right customers at the right time
Problem TrackingTurn every problem into an amazing customer experience
IntegrationsIntegrate your Prospect CRM Free Trial to your Inventory/Accounting system
Better QuotesOptimise your Quote-to-Order Workflow
Grow Faster with Shared GoalsAccurately set goals & targets against revenue and orders
Magic Matrix AnalysisStrategically upsell and cross-sell with Prospect’s Magic Matrix
Faster Order TakingTake more orders in less time - without duplicating data entry
Track InventoryKnow what stock is available today & in the future
Missing Order AlertsIdentify at-risk customers before you lose them for good
Opportunity TrackingTrack sales performance with ease
End-to-End ReportingTrack performance by customer, product or salesperson
Stock-Aware CRMWhat is it, why you need it & how it will grow your product business
B2B Portals & Web ShopsOur trade portals offer integrated account details online
Get Orders 24/7Extend your business hours so customers can do business with you at any time
Content ManagementQuickly & easily make changes to your website as and when you need to
We're a UK-based Division of The Access Group, specialising in CRM & eCommerce, headed up by our original founder. We create, develop & deliver our SaaS platform, Prospect CRM, to more than 5,000 SME users worldwide.
Prospect is the #1 Stock-Aware CRM for Wholesalers, Distributors & Manufacturers who sell products from stock B2B. Prospect offers an unparalleled integration framework to almost any ERP/accounting system and native integration to the leading back-office Accounting and Inventory Management Systems, including Unleashed, Xero, QuickBooks Commerce, DEAR Inventory, Cin7, Sage 50, Access Dimensions, Exchequer, Pegasus Opera and SAP.
In many businesses, much of the valuable data like stock, customer credit limits, sales history and special pricing is buried inside the Accounting/Inventory management system. Powerful and out-of-the-box integration enables us to extract this critical information and make it accessible to the rest of your business. This enables Sales teams to become ‘Stock-Aware’ too, as this valuable information becomes available to them in the sales process.
Unlike other CRM systems, businesses get a return on investment from day 1 using Prospect, as they have access to vital customer information immediately – even in the Free Trial.
What we do is possible because of the expertise and experience of our team of professionals who strive to deliver the best possible solutions and customer service. We're an award-winning employer (the most awarded SME in the UK for its placement programme), but we know that we're only as good as our people, which is why we invest heavily in recruiting, training and developing an amazing team.
Founder & CEO
Andy, a former officer in the Royal Marines, has taken the business from start-up to being one of the UK's leading software companies, delivering unparalleled integration and winning a number of national employer awards.
Sales & Marketing Director
Stuart is responsible for all our Business Development activity worldwide. Stuart has also had extensive B2B distribution experience including McLaren Micro and MCA Computers.
Finance Director
Tanya is dedicated to business metrics and managing growth. Tanya has previously held Senior Finance roles at Nasdaq listed EMEA companies as well as UK SMEs. Previous companies include Commerce One, Sybase and Lucent.
Premium Services Director
Paul has over 20 years experience, working with hundreds of businesses and their CRM needs. He has a wealth of knowledge in CRM usage and strategy, and is an expert in data analysis with tools like Power BI.
High Performer
G2 Crowd's High Performer badge is awarded to businesses who consistently provide high levels of customer service compared to the rest of the industry. Prospect CRM is recognised in two categories for this accolade; Sales & Ops Planning and CRM.
High Performer Europe
Products in G2 Crowd's High Performer quadrant in the Europe Regional Grid Report have high customer satisfaction scores compared to the rest of the category.
Momentum Leader
G2 Crowd’s Momentum Leader badge is awarded to products that feature in the Leader tier on the Momentum Grid and rank in the top 25% of their category’s products based on feedback from users.
Software Advice FrontRunners
Prospect CRM placed in the Gartner Digital Markets research report within the Small Business CRM category, which awards products for usability & customer satisfaction.
National Technology Awards
Prospect CRM was shortlisted in the Cloud Product of the Year category at the National Technology Awards 2021 - the most comprehensive celebration of technology in the year, recognising companies that demonstrate technological excellence.
Computing Cloud Excellence Awards
Prospect CRM placed as finalists at the 2021 Computing Cloud Excellence Awards in the Cloud Vendor of the Year category. Apps shortlisted in this category successfully showcase how they separate themselves from the pack, and how this difference benefits its customers.
Best Ease of Use
Awarded Capterra's 'Best Ease of Use' software in the CRM and Manufacturing categories for 2021.
Users Love Us
G2 Crowd’s Users Love Us badge is earned by collecting more than 20 reviews with an average rating of 4.0 stars.
Best Fuctionality & Features
Named Get App's 'Best Fuctionality & New Features' software for 2020 in the CRM and Distributor categories.
We're proud to be recognised as the most awarded SME in the UK for its placement programme. An astonishing 65% of our workforce is made up of previous and current placements - with 4 now in managerial positions! You can find out more about our placement scheme by visiting placements.prospectsoft.com
Top Small to Medium-Sized Undergraduate Employer 2020 Winner
Previous recognition of the Placement Programme