RFM SegmentationTarget 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
Grow Faster with Shared GoalsAccurately set goals & targets against revenue and orders
Magic Matrix AnalysisStrategically 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
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!
Looking for a stress-free solution that keeps your Sales and Operations teams stock-aware? Integrating Katana and Prospect CRM lets you manage inventory and sales data from a single platform
A Perfect Combination
Prospect CRM helps your Sales, Marketing & customer-facing teams to generate more orders with a higher value, and pass them to your Operations team.
Katana gives your Operations team real-time inventory management, end-to-end traceability on products, and total floor-level control with the Shop Floor App.
Eliminate the disconnect between Inventory Management & CRM - integrate Prospect CRM to Katana today.
Since integrating Prospect CRM with our Katana cloud inventory software, we’ve doubled sales and improved customer service.
Read moreDid a customer place a smaller order than usual or forget to place an order on their regular day? Did they not receive a delivery due to an error or suffer another service problem? With AI-driven insights on sales performance, products, and customers, Prospect notifies your teams so they can sort out any issues and prevent customer churn before it happens.
Effortlessly increase average order values for each customer using Prospect. With tools built in to the CRM like the Magic Matrix and RFM Analysis, you can identify gaps and opportunities for upsell and cross-sell.
With centralised, real-time data at your fingertips, you’ll be able to identify your most profitable customers and what they have in common. Use this knowledge in your marketing and sales strategies to identify your ICP (Ideal Customer Profile), allowing you to find and retain more loyal customers and power sustainable, repeatable, and predictable growth.
Watch this brief overview of how Prospect CRM and Katana work together once integrated
Prospect CRM will accelerate your sales success, helping you close new B2B customers faster and more efficiently. Just a small increase in new-business close-rate can have a profound impact on business growth over time.
New business is important, but retaining customers is vital for growing a profitable Wholesale, Distributor or Manufacturing business. P.A.I.G.E. (the Prospect AI Growth Engine) can even predict when a regular customer has missed an order and alert your Sales or Account Management team to contact the customer before they churn for good.
By connecting Katana to Prospect CRM, Sales and customer-facing teams get key insights to effortlessly increase average order value and frequency for each customer. Prospect CRM brings your wholesale products to life with upsell, cross-sell & must-sell capabilities.
Whether it's just checking in with customers and recording activities, or logging and dealing with important customer issues - a CRM is all about staying on top of the things that matter to your customers and building stronger, more profitable relationships.
Centralised customer data in Prospect CRM, automatically updated with new accounts, new orders and new invoices from Katana, means your whole team has a clearer picture of what's happening with each customer and who's doing what.
You shouldn't just report on isolated data from Katana, or just from Prospect. Instead, bringing all the data together in one, integrated reporting tool that combines up-to-date customer, sales & product data from Katana with Prospect CRM data and activities.