It’s here! Thanks to your invaluable feedback, and lots of hard work from our development gurus, we are proud to launch the all new CRM User Interface. Check out our introducing page to find out more about the features we’ve already added!

A Brand New Web UI

The new user interface has been rewritten to provide an intuitive and modern user experience. From searching, to reviewing the latest notes and orders, to processing an order into your accounts system, the interface has been re-designed to help you get your work done more efficiently than ever before.

Available on any device

Being browser based, it's perfect for those who work across multiple devices and require access from anywhere in the world.

Access key customer insights on any device, whether it's a desktop, laptop, any tablet, or mobile device.

One platform for your entire customer lifecycle

Record all your interactions, keep track of all Sales opportunities, give a price and take an order, manage Aftersales, and get insights from across your business – all in the new user interface.

Brand new notepad and recall features

Brand new layout of the Notepad, featuring status updates and email content, all in a single conversation-oriented timeline.

The new Recall window and list functionality allows you to see instantly if colleagues are over-booked with Recalls on a particular day.

Lightning-fast Quoting and Order taking

• With unparalleled integration, take orders out in the field and push them through to your back-office accounts package without any re-keying.
• Build quotes using the Product File, Stock Levels and Special Pricing from your accounts package from anywhere in the world.
• Your sales team can offer the best customer service, whilst ensuring orders are received quickly and accurately.

Get Leads Logged - quickly

The new interface is a great for those who operate out in the field. With full record creation capabilities, logging an opportunity has never been easier. Never miss out on that all-important sales lead or key contact you met by chance.

Provide better customer service with Support Ticketing

Record your clients issues as tickets and pass it through to your customer service team in real-time.

Resolve the situation as quickly as possible and turn a problem into an amazing customer experience.

BI & Analytics Integration Using OData

• Get powerful insights from your Prospect 365 data using OData, an industry standard protocol for querying data.
• Connect to any compatible BI tool (Including Excel sheets, Power BI and Tableau).
• Our new OData functionality opens up a world of options when it comes to reporting on, and analysing your data.
• For developers, we have also made available an OData API.
• Try some of our Microsoft BI examples and build your own in-depth and comprehensive graphical reports. To get started, see our Knowledge Base Article here.

When is this available?

Existing Prospect 365 Customers* - Upgrades will be rolled out from July. As soon as you have been upgraded, you will be able to login. You can login here.

[*the minimum Prospect 365 version to use the new UI is 7.00.004. Upgrade Now]

Version 6 Customers - ProspectSoft Version 6 customers can access these new features through a Test Drive.

Not a customer yet? - New customers can run a Free Trial of the new UI right now.