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Why is Integration Important?

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.

Benefits of Integrated CRM

Benefits of Integrated CRM

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

Why Integration Matters for B2B Wholesalers, Manufacturers & Distributors

Stock-Aware Integrated Solution

Stock-Aware Benefits

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’.

Reduce Manual Workload

Reduce Manual Workload

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.

Critical Integration

Data-driven CLTV

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.

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CRM Integration to Leading Inventory Management, Accounting & ERP Systems

CRM for Unleashed

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
Unleashed

CRM for Katana

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
Katana

CRM for Cin7 Core

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 Core

CRM for Cin7 Omni

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
Cin7 Omni

CRM for Mintsoft

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
Mintsoft

CRM for Xero

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
Xero

CRM for Quickbooks Online

See your orders, invoices and expenses flow into your accounting software with Prospect CRM integration and grow your business.

Read more on Quickbooks Online
Quickbooks Online

CRM for Sage 50

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
Sage 50

CRM for Exchequer

Exchequer and Prospect CRM integration accelerates your sales success while increasing customer satisfaction.

Read more on Exchequer
Exchequer

CRM for Access Financials

Using or considering Access Financials? Looking to grow your business? Want an award-winning, fully integrated sales platform?

Read more on Access Financials
Access Financials

CRM for Access Dimensions

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
Access Dimensions

Comparing CRM Software

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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Users who love Integrated CRM

Forestadent

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

Evac + Chair

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

CSG

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

Integration Blogs & Resources

Benefits of an integrated CRM

Benefits Integrated CRM 

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.

Why integration is critical for B2B businesses

Why Integration is Critical for B2B Businesses

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.

Why you should integrate CRM & Inventory Management

Why Integrate CRM & Inventory Management

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.

Integration Testimonial

Customer Integration Testimonial

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.

Marketing Integration Webinar

Email/Marketing Integration Webinar

Watch back our webinar on leveraging CRM software that integrates to Mailchimp and Klaviyo to deliver targeted marketing campaigns.

Unleashed Prospect CRM integration Webinar

Unleashed X Prospect CRM Integration Webinar

Hear from some Unleashed + Prospect CRM customers on how connecting the two solutions has helped them better manage their operations and grow their sales!

FAQs

Take a look at our setup guides here for additional integration guidance. With integrations to leading accounting and inventory systems, including Unleashed, Katana, Cin7 Core, Cin7 Omni, QuickBooks Online, Xero and Sage 50, it's quick and easy to integrate!
Considering a Stock-Aware CRM? Visit our Pricing page to view our subscriptions and what’s included.
Our unparalleled CRM integration is unique! Some of the most popular systems we integrate to include Unleashed, Cin7 Core, Cin7 Omni, Access Dimensions, Access Financials, Exchequer, Pegasus Opera, Sage 50, Xero and QuickBooks Online.
For B2B product selling businesses, opting for Prospect CRM is a no-brainer. It’s rated the #1 Stock-Aware CRM focused on increasing customer lifetime value (CLTV), designed specifically for product-selling businesses that want to increase repeat orders and drive sales growth.

Experience the unparalleled Prospect CRM integration with leading Accounting/ERP and Inventory Management Systems

See for yourself.

Other Prospect CRM Feature Pages

Cross-sell & Upsell Matrix CRM Feature

Start cross-selling and upselling today

The CRM Growth Engine

Start maximising sales growth

Customer Segmentation Model (RFM)

Find out more about RFM Analysis

End-to-end Reporting CRM Feature

Start your CRM reporting journey

Stock-Aware CRM Feature

The #1 Stock-Aware CRM awaits

Quoting Software CRM Feature

Discover more about our CRM Quoting Software

Opportunity Tracking CRM Feature

Read more about sales tracking software

Problem Tracking CRM Feature

Learn more about problem management

Landing Page Builder CRM Feature

Start using our landing page builder

Missing Orders Report CRM Feature

Discover more about Missing Orders

Order Processing CRM Feature

Read more about CRM Order Processing