Consolidated financial and customer data gives B2B product businesses access to up-to-date information about payment schedules to improve cash flow visibility and management across the organisation. Have confidence that all records are well-organised and accessible to your entire team from any location.
Simplify Operations with Prospect CRM and Exchequer Software Integration
Exchequer and Prospect CRM integration accelerates your sales success while increasing customer satisfaction
CRM & Exchequer Accounting Software
Streamlined Data Flow
The integration between Prospect CRM and Exchequer ensures a seamless data transfer between the systems, reducing manual data entry and the risk of discrepancies.
Configurable Features
This CRM and accounting tech stack is highly configurable, allowing you to tailor workflows, dashboards, and reports to your specific business needs with a flexible setup process that adapts to industry-specific requirements.
Sales & Accounting Alignment
Adopting integrated software enables Sales and Finance teams to work from the same data and improve their collaboration. View customer credit limits and payment histories directly within Prospect CRM to reduce friction in disconnected data.
Customer Success Stories
"Prospect is simple, easy to use, and has definitely aided growth in our sales."
Why Prospect CRM?
Real-Time Reporting
Prospect CRM and Exchequer combine finance and sales data to allow for more accurate and timely insights into business performance, helping leaders make proactive decisions that are informed by measurable statistics. Refine your reports and filter by industry, account manager, or estimated close to gather precise insights that help you monitor success.
Save Time with Automation
Automate routine tasks like invoice generation, sales pipeline management, and order processing with CRM and accounting integration. With time-saving automation, you can start to eliminate manual work and spend more time on high-value activities like personalising customer engagement, prospect follow-ups, and aftersales management.
User-Friendly Interface
Both systems feature intuitive interfaces, making it easy for users to access and manage customer and financial data. With an integrated 14-day free trial and assisted onboarding process, Prospect CRM enables your team to focus on delivering value instead of grappling with complicated software when integrating with Exchequer.
Trusted by wholesale businesses worldwide
Grow your business with CRM Integrated to Exchequer
Improved Budgeting & Forecasting
The ultimate Exchequer CRM integrates to enable real-time insights into customer purchasing trends, outstanding invoices, and sales forecasts, prompting action so you never miss out on a sale. Empower your teams to make smarter financial and operational decisions backed by accurate data.
Centralised Customer Management
This unified system provides a 360-degree view of customers, combining CRM’s sales control with Exchequer’s financial data. This ensures your customer-facing teams can track customer history, preferences, and financial standing in one place.
Elevated Cash Flow Control
Scalability for Business Growth
Combining CRM with Exchequer accounting software means you are relying on a system that is designed to support your business as it grows. Whether you expand your customer base, add new products, or enter unexplored markets, the integration ensures your system can scale alongside you and facilitate large quantities of data.
Optimised Order Fulfilment
Connect sales data with inventory and financial records to streamline order processing. With accurate quoting and invoicing, reduced delays, and personalised communications, Exchequer and Prospect CRM will help you enhance customer satisfaction with quick response times and effortless internal communication.
Seamless Implementation
Prospect CRM and Exchequer are designed for straightforward integration, minimising downtime during setup. With included Onboarding in your CRM package, this integration ensures a smooth transition onto the cloud without disrupting business operations.
FAQs
What is Exchequer?
Exchequer is an award-winning financial and accounting solution suitable for small to medium-sized organisations, and is widely used by wholesalers and distributors who sell products from stock.
How much does Prospect CRM cost?
After your 14-day, Exchequer-integrated Free Trial (no credit card required for this), our most popular package that businesses subscribe to is Professional CRM – take a look at our pricing here.
Is there any training/onboarding available?
Sure – all of our CRM Subscriptions include one of our FlightPaths to get the whole team up & running faster, with increased ROI & reduced staff frustration. With a mixture of guided self-help & professional assistance, there’s a FlightPath to suit everyone!
How do I integrate my Prospect CRM trial to Exchequer?
It's easy! Just follow these simple steps to built your Exchequer CRM solution.