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!
Oversee your lead management strategy from one place and take complete control of your sales pipeline with full sales tracking software in Prospect CRM.
Prospect CRM's opportunity tracking system sets your sales funnel in motion while keeping data centralised from lead qualification to conversion, and beyond. With our specialised order tracking software, estimate the value of your sale, log meetings, record objectives, and watch your opportunity progress from one stage of the pipeline to the next so you can identify pain points within the Sales team and prevent the loss of a potential sale.
Take a free 14-day trialTrack leads from the first touchpoint through to close with powerful opportunity tracking and order management in Prospect CRM. Don't miss a chance to maximise conversion rates by utilising CRM opportunity tracking to close new business sales.
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Opportunity tracking software helps B2B product sellers generate high quality leads
Build valuable relationships with one-off buyers to convert them into repeat customers
Generate actionable insights using functional data to maximise customer lifetime value
Standardise opportunity processes to ensure a quality sales pipeline is followed company wide
Drive sales growth with customisable opportunity pipelines that suit your sales strategy & complement existing workflows
Opportunity tracking offers a focused format for data logging in an order management system so businesses can truly understand their customer base and purchasing behaviours.
Prospect CRM’s Kanban view displays opportunities on a board, providing a clear overview of their current pipeline status to increase visibility, improve efficiency and help the team focus.
Prospect CRM’s Guttometer records the likelihood of opportunity conversion. Once a value is entered, it can then be used within Reports for more extensive opportunity analysis.
Tailor processes according to your business’ needs with customisable workflows. This simplifies processes and helps smaller businesses escape restrictive processes that require extreme modifications.
Set tasks and reminders on opportunities to ensure you’re always on top of your sales pipeline and hitting business targets.
Generate more accurate sales forecasts with a leaderboard that helps you determine which sales are most likely to close, and by when, with 'Worst', 'Likely', and 'Best' statistics.
With so many CRM systems 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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Having the ability to use valuable customer information from one place has meant we can target specific markets with our emailing which has had a great impact on our results. Plus tracking these results back in ProspectSoft CRM gave us visibility of individual actions, helping to plan follow ups and increase sales revenue.
Lucy Brownrigg | Office Manager
Forestadent
Having clear, transparent information about all of our customers means any one of us within the team can log into Prospect, work out where they are in the sales pipeline and can then help them as needed.Prospect CRM has really helped us grow our business as it allows us to track and quote new opportunities and has identified exactly who our regular customers are, as well as who’s slipping away and not ordering as much. We’re also able to track customers through the whole lifecycle.
Denis Kelleher | CEO
Good Culture Kombucha
We initially installed Prospect CRM in order to make sales order entry easier, which it has done. We're also now taking advantage of the customer relationship pieces, like note taking, lead tracking and problem management. It has a quick order entry function, clear visibility of inventory data and great integration to our back-office.
Jethro Loader
Cycling Sports Group UK
Looking for advice on where to start with multi-channel sales and CRM? Look no further! This blog covers the basics of B2B sales and opportunity tracking, and best practices for generating optimal traffic.
Learn how to utilise CRM Opportunities to track & close new business sales.
This article describes what Kanban Reports are and how they can be used to improve the efficiency of your sales process.
This article helps to explain how Worst, Likely & Best figures are calculated within the CRM.