RFM SegmentationTarget 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
Magic Matrix AnalysisStrategically 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!
Evac+Chair are recognised as a leading manufacturer of evacutation chairs & equipment, and has been manufacturing since 1985. They're now experiencing a continual expansion nationally & internationally through its worldwide distribution network.
The ProspectSoft team understand real
businesses and their needs. Their expertise and knowledge mean you get the solution that is right
for your business, not someone else's.
Prospect CRM is a real-time business system that improves business efficiency, gives you valuable
customer intelligence, and increased return on investment.
Our service revenue has doubled since implementing Prospect CRM and we have since expanded into eMarketing and eCommerce with their solutions.
Mark Roberts, Sales & Marketing Director
Centralised View
Better customer and business information management in one single view.
Improved Efficiency & Profitability
Less time on admin means more time for selling more!
Access for Sales Reps
Increases sales by providing sales reps with access to valuable customer information on the go.
All of our business and customer information was spread across multiple spreadsheets, Pegasus Opera, and Microsoft Outlook. Having no central store for this key information meant we were running very inefficient processes. In fact, we were running several different processes in multiple spreadsheets. We needed to bring these processes and information together into a single view so we could communicate effectively and offer a better service to our customers and, in turn, increase our sales revenue.
We initially looked at Prospect 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 our Sales team. We now use QuickBooks Online for our accounting which Prospect CRM integrates with directly.
