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Stock-Aware CRM

Take control of your efficiency

Business Intelligence and Analytics

Intuitive UI

Every CRM system nowadays will promise an intuitive UI, and our CRM does too, but is that all you need? It's important, sure, but is a pretty-looking CRM really going to be enough to help you sell more of your products?

Enhance your customer relationships

Available on any device

And you would struggle to find a modern CRM that didn't work across multiple devices, offering access from anywhere in the world.

But as a Manufacturer, Distributor or Wholesaler, is that enough to really solve the unique operational challenges of selling products B2B?

Where ordinary CRM ends, Stock-Aware CRM is just getting started...

Track customer interactions

Obviously, you need to record all interactions.

Track Sales Leads

Clearly, you want to keep track of all Sales opportunities. All CRM's do that!

Send Quotes and Take Orders

But, what about giving your customer a price, sending a quote or taking an order?

Customer Service

How do you quickly access a customer's sales history, see back-orders, or sort out an incorrect delivery?

Powerful Insights

Can your CRM tell you who's buying more this year than last? Who's buying less or stopped buying, using real-time ERP data?

Lightning-fast Quoting and Order taking

  • With unparalleled integration, take orders out in the field and push them through to your back-office accounts package without any re-keying.

  • Build quotes using the Product File, Stock Levels and Special Pricing from your accounts package from anywhere in the world.

  • Your sales team can offer the best customer service, whilst ensuring orders are received quickly and accurately.

Log and track all leads and quotes

Great for those who operate out in the field who need to log and track sales opportunities.

Work on your leads and when you are ready, and send a beautiful, accurate quote.

Enhance your customer relationships

Provide enhanced customer service with integrated Support Ticketing

  • Record your client's issues as tickets and pass it through to your customer service, warehousing or accounts team in real-time.

  • Better yet, use detailed accounts and sales data to resolve issues quickly and turn a problem into an amazing customer experience.

Keep on top of your Stock-Aware activities

The activity timeline allows you to track status updates, notes and email content, all in a single conversation-oriented timeline.

Use tasks to follow up leads, support issues or perhaps most importantly, quotes and potential orders!

Stock-Aware CRM adds Order, Invoicing and Product Analytics

Powerful Insights

Powerful Insights

Get powerful insights from all your Stock-Aware data using OData, an industry standard protocol for querying data.

Connect to any compatible BI tool (including Excel sheets, Power BI and Tableau).

OData API

OData API

Our OData functionality opens up a world of options when it comes to reporting on, analysing, or further integrating your data.

For developers looking to do more, our Stock-Aware CRM is developed API-first.

Get Started

Get Started

Try some of our Microsoft BI examples and build your own in-depth and comprehensive graphical reports.

To get started, see our Knowledge Base Article Here

Next Steps

  • Want to give it a try?

    New customers can be up and running with a 21-day, no obligation, Free Trial in minutes.

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  • Already a Version 6 Customer?

    ProspectSoft Version 6 customers can check out Prospect 365 with your existing data.

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