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
Landing Pages BuilderDesign and publish landing pages to enhance your digital marketing strategy
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
Web Enquiry FormsStreamline your lead generation with Web Enquiry Forms directly from your website
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!
Engineering EquipmentCRM built for Engineering Suppliers
Healthcare & BeautyCRM built for the Healthcare & Beauty Industry
Suppliers to ConstructionCRM built for the Construction Industry
Food & BeverageCRM built for the Food & Beverage Industry
Lab & Medical EquipmentCRM built for the Lab & Medical Equipment Industry
Clothing & AccessoriesCRM built for Clothing & Accessory Suppliers
Lighthouse Pools are the sole specialist distributor of Zodiac Pool products in the UK.
The team at Lighthouse Pools looked at several CRM systems, but Prospect CRM stood out by far. The integration between Unleashed and Prospect CRM works hand-in-hand to provide a real-time picture of what's happening at each moment. The main goal is to continue growing the business whilst staying true to their brand – without Prospect CRM, this wouldn't be possible.
Prospect is simple, easy to use, and has definitely aided growth in our sales.
John Whiteside, Business Development Manager
Customer Insights
Use the dashboards to get an accurate view of exactly what’s happening with customers at any time, and identify when a customer is about to churn.
Integration with Unleashed
Using two packages that understand each other means that everything is up to date and in real time.
Growth Opportunities
Key dashboards flag up opportunities for growth and integration to Mailchimp allows for sales growth based on trends in the industry.
Aftersales Management
Recording problems against historic products to manage aftersales is key to improving customer service.
Darren Peake, Operations Manager
"Prior to using Prospect CRM, we were manually inputting all our data – either paper-based or using Excel spreadsheets. This was really complex, and if any alterations were made, there would be multiple copies all over the place. As a result, tracking the history with a customer was unnecessarily difficult and often didn't provide a comprehensive summary. We needed a CRM that took the manual element out and could provide an in-depth insight into our customer base."
John Whiteside, Sales Manager
"The unique integration capabilities with our existing Inventory Management tool, Unleashed, gives a comprehensive record of stock levels and customer insight in one, centralised place for the whole team. As data is inputted into Unleashed, it appears instantly in Prospect so that we're always seeing a real-time view of stock levels and allocated stock.
