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
Better QuotesOptimise 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
Track InventoryKnow what stock is available today & in the future
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
Connect Prospect to QuickBooks Online today for powerful integration
With Prospect, your customer facing staff can produce quotations and sales orders using all your QuickBooks Online information, and confirm orders directly into QuickBooks Online with a click of a button.
Pull together all customer information in a single, consolidated view through integration with QuickBooks Online and use it for all touchpoints of the Sales cycle.
By connecting QuickBooks Online with Prospect CRM, you can eliminate time-consuming, error-prone rekeying, allowing your sales team to spend more time selling from our CRM for QuickBooks Online.
Our CRM for QuickBooks Online takes all your customer's account information like sales history and special pricing from QuickBooks Online, empowering you and your team to offer the best possible customer service 24/7.
QuickBooks Online is an accounting software program businesses use to manage sales and expenses and keep track of daily transactions. You can use it to invoice customers, pay bills, generate reports for planning, tax filing, and more.
To set up the integration to QuickBooks Online, check out our set up guide below.
Integration Set UpWatch our short video to learn more about how our integration to QuickBooks Online works.
