Best CRM for Unleashed Integration
Not all CRMs offer a true two-way sync with Unleashed – so we’ve done the digging for you. Compare the best options, see how they stack up, and find the perfect match to power up your business.
The software we're exploring in this article are:
- Prospect CRM
- Salesforce
Information on this page
- Why CRM Integration with Unleashed is Important for Wholesalers, Distributors & Manufacturers
- How to Choose the Best CRM for Unleashed
- Top-Rated CRM Platforms Compatible with Unleashed Software
- How Prospect CRM Solves Integration Challenges with Unleashed
- Real Customer Experiences: Why Prospect is the Best CRM for Unleashed
- Blogs & Resources
Why CRM Integration with Unleashed is Crucial for B2B Product Businesses
For B2B product businesses, CRM integration with Unleashed can be a solution to the chaos of managing complex sales cycles. In B2B sales, slow follow-ups and inconsistent data are significant barriers to success; when inventory data isn’t synced with a CRM, quoting errors or delays are inevitable.
By syncing your CRM with Unleashed, your team gains direct access to inventory levels, customer orders, and sales history, all in one place – enabling quicker decision-making and eliminating the back-and-forth to help you close deals. With integrated CRM, your team can respond to customer enquiries faster with data that suffers from fewer mistakes, leading to higher conversions and stronger client relationships.
How to Choose the Best CRM for Unleashed Software
Choosing the best CRM for Unleashed requires careful consideration of your unique business needs, as well as how well the system aligns with your workflow and goals.
Key factors to consider:
- Customer Feedback: Check user reviews to gauge real-world experience and reliability.
- Feature Set: Ensure the CRM offers the tools and customisations you require.
- Seamless Sync: Look for a smooth integration with Unleashed for real-time updates.
- User-Friendliness: Prioritise ease of use to minimise training time and improve adoption.
- Support Access: Make sure reliable customer support and resources are readily available.
- Cost-Effectiveness: Compare pricing to ensure you’re getting the most value for your budget.
Top-Rated CRM Platforms Compatible with Unleashed Software
Prospect CRM
Prospect CRM stands out with an impressive average star rating of 4.7 across Capterra and G2. This solution is uniquely positioned as the only CRM solution developed specifically to integrate natively with Unleashed. Both Prospect CRM and Unleashed are products of The Access Group, meaning the platforms are not just integrated – they work together by design. This native connection is built, managed, and fully supported by Unleashed, ensuring a level of integration depth and reliability that’s hard to match.
Prospect CRM as earned praise from Unleashed users for its ease of use, real-time data sync, and responsive support team. Businesses love how easily they can access stock levels, customer history, and order status all within the CRM interface, with no complex configuration.
“I like the integration with Unleashed. I look forward to utilising more and more of its reporting and algorithm functions to help me start being able to create forecasts for my business and tailor my sales strategies - I believe Prospect capabilities will prove very useful”
Salesforce
Salesforce is a widely used CRM with an average 4.4-star rating across G2 and Capterra. However, it’s a third-party integration with Unleashed, meaning it requires additional tools or custom development to sync effectively.
While Salesforce offers powerful features, recent reviews indicate it can be overwhelming for smaller businesses. The platform’s depth often requires dedicated resources, and the need for third-party connectors to integrate with Unleashed means businesses might face additional costs for setup and maintenance.
For those seeking a more efficient, cost-effective solution that integrates natively with Unleashed, Prospect CRM remains the better choice.
“It’s pretty pricey, and the learning curve is definitely a steep one. Setting it up can be pretty overwheming, and sometimes it’s hard to find features buried in the interface. For smaller teams, it might feel a bit like overkill.”
How Prospect CRM Solves Integration Challenges with Unleashed
Effortless Reordering with Back-to-Back Purchase Orders
Prospect CRM simplifies the purchase order process by automatically notifying you when stock levels are low during quote creation. With the click of a button, you can create Back-to-Back Purchase Orders and select your preferred supplier, ensuring a smooth, continuous supply chain that never runs out of stock.
Real-Time Sync for Sales & Stock
With seamless native integration between Prospect CRM and Unleashed, your sales team always has access to the most up-to-date inventory information. This prevents overselling, ensures better customer satisfaction, and streamlines order fulfilment, all while keeping your stock levels accurately reflected across systems without jumping between tabs.
Quick After-Sales Resolution
Prospect CRM links after-sales service with Unleashed’s inventory management functions, enabling customer service reps to instantly track batches and product histories. By accessing this vital information, they can resolve customer issues like defects or returns swiftly, providing a more efficient and responsive support experience.
Smart Cross-Sell & Upsell Suggestions
Leverage Prospect CRM’s advanced cross-sell and upsell strategies with its Magic Matric feature, seamlessly integrated with your Unleashed product data. By analysing customer purchasing patterns and inventory information, it automatically suggests relevant add-ons or upgrades at the point of sale, maximising order value and enhancing customer satisfaction with personalised recommendations.
Real Customer Experiences: Why Prospect is the Best CRM for Xero
“Our revenue has grown over 100% in the last 12 months and continues to grow with Prospect CRM and Unleashed at the centre of our business – giving us the visibility to manage our business, scale, and grow in the future.”
Helen Lyon, CEO, Puremedic Health
Real Customer Success Stories: CRM and Unleashed in Action
“Prospect CRM offered to bridge a gap with its connection to Unleashed and user-friendly tools. As a team, they have ensured all my queries have been taken care of and even if the answer is not known immediately, they get back to me once they do. Prospect CRM will be a great addition to our operating processes and visibility within the business.”
“We have been using Prospect CRM for nearly 12 months. Its integration with Xero and Unleashed in faultless. We have fewer duplications of input, a massive insight into client behaviour and a support team that are so easy to work with.”
“I can safely say that Prospect CRM has really streamlined our approach and allows us to manage our customers more effectively. I like how easy it is to use and how it integrates with other systems we use for manufacturing. I am able to qualify leads, set Tasks, and get a real snapshot of the business as well as track inventory and look at peaks and troughs.”
