Best CRM Tools for Cin7 Core & Omni: Top Picks for Seamless Integration
Unlock the full potential of Cin7 Core and Cin7 Omni as we spotlight the best CRM tools tailored to your needs. Explore our recommendations and find the perfect CRM solution to take your Cin7 experience to the next level.
The software we're exploring in this article are:
- Prospect CRM
- Capsule CRM
- HubSpot CRM
- Salesforce
Information on this page
- Why CRM Integration with Cin7 is Important for Wholesalers, Distributors & Manufacturers
- Key Factors to Consider When Selecting a CRM for Cin7
- Top-Rated CRM Platforms Compatible with Cin7 Software
- How Prospect CRM Solves Integration Challenges with Cin7
- Real Customer Experiences: Why Prospect is the Best CRM for Cin7
- Blogs & Resources
Why CRM Integration with Cin7 Matters for Product-Based Businesses
For B2B companies like wholesalers, distributors, and manufacturers, the real challenge isn’t just managing products – it’s also understanding and responding to customer needs in real time. Integrating a CRM with Cin7 connects your inventory, sales, and customer data in a way that’s both actionable and insightful.
With a single view of your customers and stock, you can optimise order fulfilment, reduce stockouts, and personalise interactions with ease. This integration transforms data from scattered information into a clear roadmap for growing your business, helping you build stronger relationships while driving efficiency every step of the way.
Key Factors to Consider When Selecting a CRM for Cin7
Choosing the right CRM to integrate with Cin7 is crucial for optimising your business processes. Here are the key factors to consider when evaluating your options:
Key factors to consider:
- Customer Feedback: Check user reviews to see how others in your industry are benefiting from the CRM and its integration with Cin7.
- Essential Features: Look for CRM solutions that offer key functionalities like sales tracking, customer segmentation, and reporting.
- Two-Way Sync: Ensure the CRM offers two-way data synchronisation with Cin7, so inventory, order, and customer info is always up to date across both platforms.
- Ease of Use: The CRM should be intuitive and easy to navigate, minimising training time and improving overall efficiency for your team.
- Ongoing Support & Updates: Choose a CRM with strong customer support and regular updates to keep up with both Cin7 and your business’s evolving needs.
- Cost-Effectiveness: Balance the price with the value it brings to your business. Look for a solution that offers flexibility without breaking your budget.
Top CRM Solutions for Cin7 Integration
Prospect CRM
Prospect CRM leads the pack with an average star rating of 4.7 across G2 and Capterra – making it the highest-rated option in this comparison.
It’s specifically designed for B2B product sellers, offering a tight, well-thought-out integration with Cin7 that aligns perfectly with inventory-led workflows. Users consistently praise how smoothly it connects sales and inventory data, helping teams stay on top of stock levels, customer history, and order pipelines in real time.
What really sets Prospect CRM apart is its onboarding experience. Reviews highlight the hands-on support during setup and integration, with many noting that the team goes above and beyond to make sure everything runs smoothly from day one. For B2B businesses using Cin7, Prospect CRM is the clear standout.
“Prospect enabled me to get real-time inventory data in sync with the CRM to reduce the screw of quoting products I do not have. This transparency has helped increase the self-confidence of the sales reps and has enhanced win possibilities.”
Capsule CRM
Capsule CRM averages 4.6 stars across G2 and Capterra, thanks to its clean interface and ease of use. It’s a safe choice for small teams looking for straightforward CRM features without the complexity of larger platforms.
However, the integration with Cin7 has limitations. Users report that syncing with third-party systems isn’t fully automated, requiring manual work to keep data consistent across platforms. Additionally, recent reviews mention frustrations with Capsule’s lack of customisation options, which not only affects the user interface but also complicates integrations. These limitations can impact the overall software experience, especially for businesses needing more flexibility and automation.
“In my opinion, Capsule lacks essential functionalities like proper help of AI or deep automation.”
HubSpot CRM
HubSpot CRM is a well-known name in the CRM space, earning an average of 4.45 stars across G2 and Capterra.
That said, the Cin7 integration has its flaws. Users often report issues with duplication across systems which can be especially frustrating if you already have an existing contact base. The one-way sync also limits flexibility, making it harder to keep data clean and up to date. It’s a great tool in many ways, but the integration could use some tightening up.
“Great if you don’t have any contacts to start with, but it just creates duplicate contacts in HubSpot every time new orders are created. Only a one way sync, either up or down, but we need to sync products down and push orders up.”
Salesforce
Salesforce has a 4.4-star rating on both G2 and Capterra, and while it’s known for its powerful features, the experience isn’t always smooth – especially when paired with Cin7.
Users report frequent issues with the integration, particularly around data mapping and duplicate records. These inconsistencies can lead to messy data and time-consuming fixes.
Recent reviews also mention the interface feels clunky and not as intuitive as expected, making it harder for teams to get up and running quickly. For all its capabilities, the Salesforce-Cin7 integration often feels more complex than it needs to be.
“It is somewhat complicated to integrate and get started with the Salescloud. it needs a village to run and maintain the data and its structures. It is somewhat a legacy tool, so at times can seem dated in terms of functionality.”
How Prospect CRM Solves Integration Pain Points with Cin7
Real-Time Sales & Order Reporting
Prospect CRM pulls real-time customer, sales, and order data directly from Cin7, enabling more precise reporting. Rather than relying on static reports, businesses can track customer behaviour, identify purchasing patterns, and generate forecasts based on actual data. This enables sales teams to be proactive in identifying opportunities for upselling and cross-selling as well as adjusting strategies based on trends rather than intuition.
Centralised Problem Management
With Prospect CRM, your team has immediate access to both customer records and inventory insights in one unified platform. When issues arise – such as a customer complaint about stock levels or a mismatch in order details – teams can instantly see real-time inventory counts alongside customer histories. This reduces response times and allows your team to resolve problems more efficiently, preventing minor issues from turning into larger operational setbacks.
Live Product Availability
Sales reps can get instant, up-to-date product availability from Cin7 within Prospect CRM. This eliminates the risk of committing to orders that can’t be fulfilled, allowing reps to avoid frustrating customers with backorders or inaccurate stock promises. It also helps prioritise high-demand products or sales opportunities, ensuring sales reps spend their time where is counts most.
Quick, Accurate Order Taking & Quoting
Prospect CRM eliminates manual data entry by automatically pulling product information from Cin7 to pre-fill quoting templates. Sales reps can quickly generate accurate quotes with live product data, including stock levels and pricing details, reducing the chance for errors and speeding up the quoting process. This means customer-facing teams can focus on the sales conversation rather than admin, ensuring a quicker turnaround and better customer experience.
Customer Success Stories: Why Prospect CRM is the Ideal Fit for Cin7 Users
“With its integration to our Inventory Management system, Cin7 Core it’s like a hand in a glove”
Delroy Dore, CEO, Under Control Instruments
Real Customer Success Stories: CRM and Cin7 in Action
“Probably the best CRM for trade distributors and wholesalers. Prospect have been super responsive throughout the integration project with Cin7 and have accommodated all of our needs and enhancement requests where possible.”
“The platform is intuitive, powerful, and tailored perfectly for businesses like ours. The features are well thought out, and the integration capabilities make our workflow seamless”
“Very easy to use and implement. The best CRM system for inventory-based sales and the dashboard provides an instant view of sales. Technical Support are excellent, quick, and knowledgeable.”
