Target the right customers at the right time
Turn every problem into an amazing customer experience
Integrate your Prospect CRM Free Trial to your Inventory/Accounting system
Optimise your Quote-to-Order Workflow
Accurately set goals & targets against revenue and orders
Strategically upsell and cross-sell with Prospect’s Magic Matrix
Take more orders in less time - without duplicating data entry
Know what stock is available today & in the future
Identify at-risk customers before you lose them for good
Track sales performance with ease
Track performance by customer, product or salesperson
What is it, why you need it & how it will grow your product business
Our trade portals offer integrated account details online
Extend your business hours so customers can do business with you at any time
Quickly & easily make changes to your website as and when you need to
With Prospect, your customer facing staff can produce quotations and sales orders using all your Katana information, and confirm orders directly into Katana with a click of a button.
Real-time visibility gives you a complete picture of what's happening with your customers in a consolidated view so you're empowered to give solid gold customer service.
By connecting Katana with Prospect CRM, you can eliminate time-consuming, error-prone rekeying, allowing your sales team to spend more time selling from Prospect CRM.
With the ability to organise sales by multiple pack sizes (e.g. single, small box, large box, pallet etc.), you have complete control over how you can sell your products - making it more convenient for your customers.
Knowing which products are available today/tomorrow/next week means Sales teams are Stock-Aware too - they can sell the right thing at the right time to the right customers; improving stock management & customer service.
Our Stock-Aware CRM for Katana enables your Sales teams to sell from the entire product range using dynamic product creation, meaning they can sell more from a larger catalogue of products than just what's in the stock file.
Katana's Manufacturing MRP software is built to give you control over alete, automated point-of-sales package and inventory management suite created to cater to the needs different business sizes and industries.
Want to set up the integration to Katana? Check out our set up guide below!Integration Guide
Watch our short video to learn more about how our integration to Katana works.