Prospect CRM Interactive Tour
Start Your Free Trial

Prospect CRM Interactive Tour 

See how Prospect CRM is more than your ordinary CRM for product sales. We’ll show you how it works for Wholesale, Distributor and Manufacturing businesses, by joining your customer data with your inventory, to unlock customer value and grow B2B sales.  

  • Get a quick look at the system 
  • Explore the key functions 
  • It’ll only take you a couple of minutes 
Take me to the tour
Product Tour
🚀

Start Product Tour

Click to begin an interactive walkthrough

Dashboard
1
Customisable Dashboards
Use the drop down to navigate through our pre-built dashboards for account managers, sales managers and sales reps, as well as business performance dashboards; or build your own.
1/21
2
Find records quickly
Quickly search for customers, SKUs, product names, sales orders and more with the search bar.
2/21
3
Quick navigation
Easily navigate between functions with the side-bar menu that's available on every screen. Collapsible to expand you field of view, if needed.
3/21
4
Where should your focus be?
View your customers by RFM segment - get a detailed picture from those that are champions through to those that are at risk of churn, so you know where to focus your attention. We'll take a closer look at this shortly.
4/21
5
Missing Orders
A snapshot view of missing orders which pro-actively identifies customers you're at risk of losing - even before you've lost them. We'll dive deeper into this soon!
5/21
Create Actions
6
Quick access to your regular tasks
Use the Create Button to take quick actions such as creating a new customer account or contact, a new opportunity, quote or sales order.
6/21
7
Never miss a follow up again
Get notified of your upcoming and urgent tasks in the Tasks and Records list. You can also add your own tasks here.
7/21
8
Your digital assistant
You have access your AI digital assistant 24/7 for support finding the right help guides. If you need to speak to a support member, you simply raise a ticket for a human response.
8/21
Integrations
9
The key to stock-aware CRM
Integrate you inventory or manufacturing software to combine your sales and inventory data, so you never sell items you don't have.
9/21
RFM - At Risk
10
Dive deeper into your customer segments
Review the customers in each RFM segment to take urgent action, especially for those in the 'at risk', 'need attention', 'don't lose them' or hibernating segments.
10/21
11
Activate next steps
Use the menu here to take the next step, such as adding the customers to campaign activity for re-engagement.
11/21
Missed Orders
12
Commercial value of missed orders
See the total missing revenue from regular orders that you were expecting, but haven't landed - signaling that these customers need a follow-up.
12/21
13
Customer data
Dig a little deeper into customer data, such as sales history and trends before following up with them about the missing order.
13/21
The Growth Engine
14
Form your growth and retention strategy
Use the built-in reports to analyse business performance across 7 growth strategies: Attract, Sell, Close, Onboard, Order Value, Order Frequency, and Retention.
14/21
15
Customer Lifetime Value
See a snapshot view of one of the most under-rated metrics in sales - your customers' lifetime value.
15/21
Magic Matrix
16
Opportunity Filters
Use these filters to get a segmented view of the potential cross-sell and up-sell opportunities within your customer base.
16/21
17
Build Awareness
Use this menu to build Magic Matrix awareness campaigns for a customer segment, to support your upsell and cross-sell activity.
17/21
18
Cross-Sell & Up-sell Opportunities
Easily see where there's opportunity to offer complimentary products and sell more to your existing customers with the traffic light system within the Magic Matrix.
18/21
Goals
19
Multiple views
View by business, team member and customer to reach beyond high-level metrics and analyse individual performance and progress toward each goal.
19/21
20
Build your own goals
Set custom goals and build dashboards to track them, alongside the overall business revenue goals of the Financial Year.
20/21
21
Reduce repetitive admin with automated workflows
Build custom trigger‑based sequences that run actions, such as emails, tasks, tags, webhooks or delays, when records meet your set conditions.
21/21
🎉
🎉 Tour Complete!
You've seen the highlights! Do you want to explore more?

Need more information? 

If something in the tour caught your eye, you want to see something we didn’t cover, or you’d like to see how the CRM could work for your business, our team can show you more. 

Start a 14-day free trial Book a demo

What out customers say

Excellent Trustpilot Rating 5.0 Star Based on 307 reviews Showing our favourite reviews
Trustpilot Rating 5 Star

Marius

Marius, our Onboarding Consultant, was highly efficient, communicative and welcoming! We are having a great experience with the Prospect CRM so far a…

Trustpilot Rating 5 Star

Well done Zira

Well done Zira for your excellent customer service

Trustpilot Rating 5 Star

Fantastic System

We really enjoy using Prospect- the system has allowed us better visibility with our customers and stronger accountability amongst our team. The supp…

Trustpilot Rating 5 Star

Helpful training sessions to go through…

Helpful training sessions to go through Prospect's features and how we can best apply this to our business needs. Matilda was very knowledgable of th…

Trustpilot Rating 5 Star

Extremely Helpful!

Matilda was extremely knowledgeable and a fantastic teacher. Great to have her supporting us at LawMac Fencing. Thank you!