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
Better QuotesOptimise 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
Track InventoryKnow what stock is available today & in the future
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
Before we started using Prospect, we were using a separate, standalone CRM system that wasn’t designed for business-to-business and didn’t link to Xero or Unleashed. Because of this disconnect, we were having to manually input lots of information.
Prospect is designed for businesses like ours, making it really in tune with our needs. It's set up to help us deal with new opportunities and enquiries, managing them right through the sales funnel so they become a customer, but then continuing from there to secure more repeat business from them – so absolutely everything is captured. The fact that it links to both Unleashed and Xero makes it perfect for the existing systems we use. In Prospect, we’re also able to classify our different customer types easily, meaning we can have different sales funnels for each.
Since we started using Prospect CRM with Unleashed, the company has gone from strength to strength. We’ve grown significantly in the past year, with sales up by 25% and our team doubling in size. Having robust systems like Prospect on our growth journey has really helped us achieve this.
Sales are up 25% and headcount has more than doubled since deploying Prospect CRM & Unleashed.
Prospect deals with our ever increasing number of new business enquiries, as well as helping us retain our existing customer base.
Using different pipelines allows us to manage our different customer types easily and efficiently.