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
Integrate Access FactoryMaster with Prospect CRM to improve inventory control and unify data management
The powerful synergy between Prospect CRM and Access FactoryMaster helps businesses achieve seamless data flow between sales, production, and inventory. Understand customer demand and swiftly respond to market changes with the support of an intelligent system.
Identify bottlenecks in your operations, foster customer relationships, and ensure you always meet growing demands with software integration that reinforces order processing and enables operational efficiency as you expand in your market reach.
Prospect CRM consolidates raw customer and sales data as well as the information extracted from materials requirement planning software into intelligent dashboards that provide a clear, actionable view of key metrics – offering a unified platform for enhancing transparency across your business.
From Web Enquiry Forms that help you acquire new business and Opportunity Tracking that guides leads through the sales funnel, to Customer Segmentation, Problem Tracking, and Cross-Sell and Upsell capabilities, Prospect CRM is designed to nurture leads into first-time customers, and first-time customers into loyal promoters of your brand.
Set timely follow-up notifications to ensure you’re engaging with customers and leverage aftersales functions to promptly resolve customer queries. Prospect CRM allows B2B product businesses to keep on top of customer interactions to ensure high-value clients remain in the revenue stream and that any customers at risk of churn are reactivated before they miss their next order.
With seamless integration to your back-office system, Prospect CRM is rated #1 Stock-Aware CRM for wholesalers, distributors, and manufacturers. The system eliminates manual data entry with a two-way sync and reduces the risk of discrepancies across departments, giving you confidence that your orders are accurate before they reach the production stage.
Prospect CRM captures customer orders with precision and integrates with Access FactoryMaster to optimise production schedules and inventory management. With seamless data flow, this tech stack eliminates delays caused by miscommunication or manual processing and accelerates delivery to meet customer expectations more efficiently.
The integration of Prospect CRM and Access FactoryMaster MRP breaks down barriers between departments, fostering collaboration through a shared flow of information. By uniting these functions in one platform, you can focus on proactive communication and mutual accountability with a holistic approach that drives a unified effort.
Become responsive to evolving market demand with detailed forecasts and data fed directly from Access FactoryMaster to Prospect CRM for precise resource alignment. With the advantage of End-to-End Reporting, this integrated tech stack provides visibility across the entire process – from initial customer enquiry to final product delivery.
Prospect CRM provides tools for quick, accurate quotes using pre-configured branded templates featuring approve and deny buttons that speed up internal sign-offs and maintain control over pricing and terms. Sales teams can generate professional, customer-specific quotes in minutes while improving win rates and customer satisfaction.
With a user-friendly interface that provides a clear view of a customer’s business structure, Prospect CRM makes it easy for Sales teams to track key contacts, order history, and specific needs. The CRM integrates with back-office systems to pull product information, enabling customer-facing teams to quickly check availability and provide accurate delivery timelines.
Leverage built-in task management features that allow you to set follow-up reminders and ensure no customer interaction is overlooked. Using the Missing Order Alerts feature in Prospect CRM, you can be notified when customers who are due to place an order haven’t done so yet, allowing you to address potential issues and convert opportunities into successful sales.