CRM Roles and Functions
Find the CRM that fits your role - and drives results across your team.
Whether you're a Sales Manager chasing pipeline, a Business Leader focused on growth, an Account Manager juggling customer relationships, or a Marketeer running campaigns, Prospect CRM helps you do more with less. Our role-based guides show how CRM can support your day-to-day, connect with your stock system, and unlock smarter decisions across Sales, Marketing, and Customer Success.
CRM for Sales Managers: Driving Growth in Competitive Markets
Sales Managers in distribution-led businesses can’t afford to lose momentum. Prospect CRM delivers the visibility managers need and equips reps with tools that drive consistent results - so your team stays focused, accountable, and aligned.
- Track pipeline across reps and stages
- Identify conversion gaps and campaign ROI
- Segment customers and prioritise high-value leads
- Share dashboards to keep everyone on target
Built for wholesale, distribution, and manufacturing, Prospect CRM connects sales activity with stock-aware data - so you quote with confidence and forecast with precision.
CRM for CEOs, MDs & Business Leaders in B2B
Enterprise growth demands more than spreadsheets and disconnected systems. Prospect CRM is built for CEOs, MDs, and business leaders who want to unify teams and scale without compromise, using data they can rely on.
- Real-Time Insight: Instantly access revenue performance, customer health, and rep activity for clarity to act.
- Visibility Across Departments: Connect sales, marketing, operations, and finance for true alignment.
- Forecasting Tools: Make confident, data-driven decisions and seize growth opportunities before competitors.
- Inventory Integration: Prevent missed orders and strengthen profitability with direct access to supplier and stock data.
Break down data silos, accelerate quoting and reporting, and deliver performance visibility - all in one platform designed for product-led businesses.
