Integrable CRM for Connected Teams: Integrated Software Made Simple
Your business might run on multiple tools, but keeping them in sync can be a challenge. With an integrable CRM, all your systems talk to each other and give you a single view of your operations, customers, and sales pipeline.
Why CRM That Integrates with Your Tech Stack Matters
Businesses thrive when every moving part works in harmony. An integrable CRM ensures that your systems are no longer separate silos but connected parts of a single, intelligent workflow that can increase sales by 10% and the number of qualified leads by 50% (source).
Users of integrated CRM have reduced lead qualification costs by 62% and data management costs by 20% (source). With truly integrated software, you gain clarity over every customer interaction, every stock movement, and every financial insight, empowering your team to make confident decisions faster.
Integrated CRM vs Non-Integrated CRM
Integrated CRM
- Access real-time inventory, financials, and customer data in one place
- Automate workflows between ERP, finance, and digital marketing tools
- Gain actionable insights from connected systems
- Reduce errors caused by manual data entry
- Deliver a consistent, informed experience to every customer
Non-Integrated CRM
- Rely on manual data imports and updates across systems
- Spend time reconciling information from finance, inventory, and ERP
- Miss opportunities due to incomplete visibility of operations
- Risk errors and delays in reporting or customer interactions
- Limit your team’s ability to scale efficiently
CRM for Inventory and Manufacturing Integrations
Prospect CRM connects seamlessly with Unleashed, Katana, Cin7 Core, Cin7 Omni, and Access FactoryMaster, bringing CRM and inventory systems together as one integrated software experience.
With CRM and inventory integrated, sales teams can see live stock levels and costs directly within their workflow, helping them quote accurately and protect margins. As production schedules shift, they know exactly what’s available to sell and when, avoiding overpromising and stockouts.
The integration helps teams to:
- Create accurate quotes using real-time stock and pricing data
- Align sales activity with production capacity and delivery timelines
- Prevent stockouts and overselling through shared visibility
- Keep every customer-facing team informed from quote to dispatch
CRM for ERP and Finance Integrations
Prospect CRM connects with Sage 50, QuickBooks Online, Xero, Access Dimensions, Access Financials, Exchequer, and Pegasus Opera, delivering powerful ERP and CRM integration that keeps sales and finance working from the same real-time information.
With CRM and finance systems integrated, sales teams can generate accurate quotes and convert them into invoices instantly, without duplicating data. Customer balances, credit limits, and payment history are visible in the same workspace, so decisions are faster and better informed.
The integration helps teams to:
- Create quotes and invoices directly from CRM using live financial data
- Track credit limits, payments, and account status in real time
- Strengthen forecasting and financial reporting with connected systems
- Ensure sales and finance stay aligned throughout the quote-to-cash process
CRM for Marketing Integrations
Prospect CRM integrates with Mailchimp, Klaviyo, and Spotler, creating integrated software that bring CRM and digital marketing together in one connected workspace.
With this integration, marketing managers can build precise audience segments using live CRM data – such as purchase history, sales activity, and engagement levels – and send targeted campaigns that feel personal and timely. Performance data syncs back into the CRM, allowing teams to see which campaigns drive revenue and retention.
The integration helps teams to:
- Segment audiences using live customer and sales data from CRM
- Automate campaigns and follow-ups based on real-time activity
- Track engagement, conversions, and revenue directly in the CRM
- Align marketing and sales around the same customer insights
CRM for Productivity and Payment Integrations
By connecting Office 365, Gmail, Zapier, Power BI, and Stripe, Prospect CRM delivers integrated software that keeps teams productive and financial processes efficient.
With CRM and productivity tools connected, emails, calendars, and tasks flow directly into the CRM, so teams never miss a follow-up and can manage workflows from one platform. Zapier automates repetitive processes, while Stripe handles invoicing and payments without leaving the CRM, keeping financial information accurate and up to date.
The integration helps teams to:
- Sync emails, calendars, and tasks directly into the CRM for seamless communication
- Automate repetitive workflows across connected apps
- Track payments and manage invoicing without leaving the CRM
- Gain actionable insights from dashboards fed by CRM data
