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
ProspectSoft is part of the ERP division at The Access Group, specialising in CRM & eCommerce. 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.
Best Results
The Best Results product in G2's Results Index earned the highest overall Results rating in its category.
Best Usability
The Best Usability product in G2's Usability Index earned the highest Usability rating in its category.
Easiest Admin
The Easiest Admin product in G2's Usability Index earned the highest Ease of Admin rating in its category.
Easiest Setup
The Easiest Setup product in G2's Implementation Index earned the highest Ease of Setup rating in its category.
Easiest to Use
The Easiest to Use product in G2's Usability Index earned the highest Ease of Use rating in its category.
Highest User Adoption
The Highest User Adoption product in G2's Implementation Index earned the highest User Adoption rating in its category.
Momentum Leader
Products in the Leader tier in G2's Momentum Grid rank in the top 25% of their category's products by their users.
Most Implementable
The Most Implementable product in G2's Implementation Index earned the highest Implementation rating in its category.
High Performer United Kingdom
Products in G2's High Performer quadrant in the United Kingdom Grid Report have high customer satisfaction scores compared to the rest of the category.
High Performer Small Business
Products in G2's High Performer quadrant in the Small-Business Grid Report have high customer satisfaction scores compared to the rest of the category.
High Performer
G2'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's High Performer quadrant in the Europe Regional Grid Report have high customer satisfaction scores compared to the rest of the category.
High Performer Small Business
Products in G2's High Performer quadrant in the Small-Business Grid Report have high customer satisfaction scores compared to the rest of the category.
High Performer
G2'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's High Performer quadrant in the Europe Regional Grid Report have high customer satisfaction scores compared to the rest of the category.
High Performer
G2'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'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’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.
Best Ease of Use
Awarded Capterra's 'Best Ease of Use' software in the CRM and Manufacturing categories for 2022.
Category Leaders
Category Leaders rankings highlight top-ranked software products based on ratings from end-users in five key areas: ease of use, value for money, functionality, customer support, and likelihood to recommend.
Best Fuctionality & Features
Named GetApp's 'Best Fuctionality & New Features' software for 2022 in the CRM and Distributor categories.
Users Love Us
G2’s Users Love Us badge is earned by collecting more than 20 reviews with an average rating of 4.0 stars.
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.
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
Best 45 Small to Medium-sized Schemes 2023/24 Finalist
Previous recognition of the Placement Programme