Customer Segmentation Model (RFM)Target 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
Quoting SoftwareOptimise your Quote-to-Order Workflow
Grow Faster with Shared GoalsAccurately set goals & targets against revenue and orders
Cross-sell & Upsell MatrixStrategically upsell and cross-sell with Prospect’s Magic Matrix
Faster Order TakingTake more orders in less time - without duplicating data entry
The Growth EngineMaximise sales growth with the CRM Growth Engine
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
Sales Growth Strategies in B2B Sector ReportDownload the latest report for analysis and insights into the sales processes, strategies and opportunities within UK B2B SME firms
The Growth Playbook ScorecardAnalyse your growth performance to take control & drive your B2B sales success
CRM Comparison GuideCompare built-in features, weigh up star ratings & hear from real customers
"What is Stock-Aware CRM?" eBookDiscover how you can increase sales by 25% without a single new customer with a Stock-Aware CRM!
Eliminate the need for manual data transfer. Integrate Prospect CRM to your Inventory, ERP or Accounting software in minutes for automation, efficiency and sales success.
Integrated customer relationship management helps product businesses keep their data in constant communication between their vital systems. A CRM that integrates with other best-of-breed systems like Accounting, Inventory Management and ERP systems opens up a world of automation, efficiency, and sales success.
Bring your back-office data (from your accounting, inventory or ERP system) to life with an integrated cloud-based CRM solution
CRM software integrations assist in providing a full 360-degree view of historic sales data
Data surfaced from the back-office system into the customer-facing CRM means you contact the right customers at the right time with the right message
Confirm orders with a click of a button directly into your Accounting, Inventory Management or ERP system to eliminate rekeying orders
Enable your whole team to accurately report on sales efficiency, effectiveness, and pipeline-enhancing business productivity
Produce accurate quotations and sales orders based on the product file and pricing stored in back-office systems
Extract data buried inside your Accounting, Inventory Management or ERP system including Stock, Sales History, Special Pricing and Customer Credit Limits. These insights then become accessible in the right format to customer-facing teams by integrating this to a cloud-based CRM, allowing the team to become truly ‘Stock-Aware’.
CRM integrations reduce rekeying and manual work. Not only do B2B product sellers save time, but they benefit from increased data accuracy and maximised profits.
Prospect CRM’s unique Inventory Management and ERP integration turns your back-office data into valuable insights and actions to increase customer lifetime value – automating your analytics and eliminating the disconnect between Inventory Management and CRM.
Using or considering Unleashed? Looking to grow your B2B sales? Two leading, best-of-breed products from The Access Group - integration of CRM and Inventory Management is perfect for B2B Wholesalers, Distributors & Manufacturers!
Read more on Unleashed
Looking for a stress-free solution that keeps your Sales and Operations teams stock-aware? Integrating Katana and Prospect CRM lets you manage inventory and sales data from a single platform.
Read more on Katana
Integrate Cin7 Core with Prospect CRM to get a handle on your inventory control and make your Sales team stock-aware.
Read more on Cin7 Core
Cin7 Omni and Prospect CRM’s all-in-one integrated solution streamlines your operations from sales to order management and beyond.
Read more on Cin7 Omni
Integrate Mintsoft with Prospect CRM to get a handle on your inventory control, order management, and warehousing operations and make your team truly Stock-Aware. Available for 3PLs using Xero.
Read more on Mintsoft
Get a handle on your finances and maximise customer lifetime value with the world-leading accounting software and #1 stock-aware CRM integration.
Read more on Xero
See your orders, invoices and expenses flow into your accounting software with Prospect CRM integration and grow your business.
Read more on Quickbooks Online
Simplify your accounting and sales process with an integrated solution that works in tandem to save time on admin tasks.
Read more on Sage 50
Exchequer and Prospect CRM integration accelerates your sales success while increasing customer satisfaction.
Read more on Exchequer
Using or considering Access Financials? Looking to grow your business? Want an award-winning, fully integrated sales platform?
Read more on Access Financials
Combine your accounting and CRM system to have full visibility of finances and sales activity, and unlock limitless sales growth.
Read more on Access Dimensions
With so many CRM systems on the market to choose from, it can be difficult to know which system is right for you.
Get a side-by-side comparison of the top-rated CRM vendors so you can weigh up your options and find the best CRM for your type of business.
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We have saved a lot of time and become more efficient since using ProspectSoft because it integrates with our other systems. We have grown 30% since using ProspectSoft- using the whole solution package has played a major part in this.
Lucy Brownrigg | Office Manager
Forestadent
We initially looked at ProspectSoft CRM because of the solid integration they offer to Pegasus Opera, this is where we were storing the majority of our data. The integration meant we could bring all our business and customer information into one central place and provide our sales team access in the office, at home, or on the road. Ultimately improving the efficiency of our processes and effectiveness of sales team.
Mark Roberts | Sales & Marketing Director
Evac + Chair
Integrating this through ProspectSoft to our Exchequer accounts system has extended the level of personal service we can provide to each customer online. Customers have access to individual account information; including product purchase history, customer specific pricing and available stock. All of which is easily managed in one central place.
Neil Merry | Managing Director
Cycling Sports Group UK
Benefit from all the exciting Stock-Aware features in the CRM and set up the integration to your Accounting/Inventory Management System. For all of our CRM integration setup guides, check out this article.
Want to learn more on this topic? Check out our blog on why integrating your existing back-office/Inventory Management system to our Stock-Aware CRM is critical for B2B Wholesalers, Distributors and Manufacturers.
Are you fed-up of paper documents or over-reliant on Excel for storing valuable customer data? Integrate your accounting or inventory management system with Prospect CRM to form one, seamless solution.
Prospect CRM was built for integration. No messing around, no fuss, no custom integration. Watch this customer testimonials on our tight integration with leading Accounting, Inventory and ERP systems.
Watch back our webinar on leveraging CRM software that integrates to Mailchimp and Klaviyo to deliver targeted marketing campaigns.
Hear from some Unleashed + Prospect CRM customers on how connecting the two solutions has helped them better manage their operations and grow their sales!