New business is important, but retaining customers is vital for growing a profitable Wholesale, Distributor or Manufacturing business. Missing Order Alerts can even predict when a regular customer has missed an order and alert Sales and Account Management teams to contact the customer before they churn for good.
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For Unleashed customers, direct them to: www.prospectsoft.com/unleashed
For Access ERP Core customers, use: www.theaccessgroup.com/en-gb/crm/software/access-crm/
Unlock £5k & £1k cash prize incentives in H1 FY26 by simply referring CRM leads!
Available for Unleashed & SBD teams only.
What does an ideal Prospect CRM customer look like?
- What they sell: Products
- How they sell it: Predominantly B2B
- What system they need: If they’re not yet using Unleashed for inventory management, they’re still a good fit if they use one of the following:
- Cin7 Core
- Cin7 Omni
- Katana
- QuickBooks Online
- Sage 50
- Xero
What does an ideal Access CRM customer look like?
- What they sell: Services
- How they sell it: Predominantly B2B
- What system they need: One of the following:
- Access Dimensions
- Access Financials
- Access FactoryMaster
- Access Mintsoft (with Xero)
- QuickBooks Online
- Sage 50
- Xero
Unleashed Customers Only: CRM Intro Webinars
Encourage Unleashed customers to join one of our upcoming CRM intro webinars - covering UK/EMEA & APAC timezones! Check out the page for the next dates.
If they register with your unique code (e.g. "EMMA3"), we'll attribute the opportunity to you!
CRM Conversation Starters – For Unleashed & Access ERP Core Teams
Use these questions to uncover CRM needs and opportunities with both Unleashed and Access ERP Core customers. They’re designed to spark strategic conversations and identify where Prospect CRM/Access CRM can add value.
- Do you know which customers are at risk, or have stopped buying completely?
- Can you track customers you're missing orders from, and the expected value of those orders?
- Are you attracting enough new customers?
- Are you retaining enough existing customers?
- Are there growth opportunities you’ve identified this financial quarter? What pain points present themselves, and how do you intend to overcome these?
- Do you feel confident in targeting customers that align with your ICP? What strategies do you have in place to ensure this?
- How do you prioritise tasks when simultaneously communicating with multiple customers and managing several projects?
- What KPIs are you using to measure business performance? How are you using these to inform smarter decision-making?
- Is enhancing your customer’s lifetime value a priority for your business?
- Have you got or considered implementing a system that monitors your customer relations?
Learn More
Unleashed Customers Only: Feature Matrix + Email Templates
We’ve put together a product/feature matrix and set of email templates to help you identify and engage ideal Prospect CRM opportunities for Unleashed customers.
Use these resources to support conversations with Unleashed customers. Whether you're in a meeting or sending a follow-up email, these tools help you articulate the value of Prospect CRM.
What’s integrated between the CRM and the accounting/inventory system?
Integration is our thing! We don't just integrate a few bits of data, or add a few basic links, we do proper integration. Our integration layer is two-way, constantly running and updating data from taxes and currencies, to customers, products, inventory, orders, shipments and invoices.
Not only does this provide a great experience for the customer, but it also makes both systems "stickier" - it's a proven fact that customers with multiple, well-integrated cloud systems inevitably find that changing one system means a much bigger impact on more departments within the business, meaning they are less likely to chop and change on a whim!
How does Prospect Compare with "Traditional" CRMs?
There are loads of CRMs out there. So how does Prospect CRM compare with the likes of Salesforce, Pipedrive, Insightly, Capsule etc?
Free Scorecards to Assess Business Growth
Encourage your customers to complete our free assessment tools to evaluate and analyse their business’ performance against the 7 growth strategies.
Why Should your Customers Try Prospect CRM?
Grow your Customer Base
Our CRM will accelerate sales success, helping your customers close new business faster and more efficiently. Just a small increase in new business close rate can have a profound impact on business growth over time.
Maximise Customer Retention
Increase Order Value & Frequency
By connecting their inventory or accounting system to the CRM, Sales and customer-facing teams get key insights to effortlessly increase average order value and frequency for each customer. Our CRM brings wholesale products to life with upsell, cross-sell & must-sell capabilities.
Create Happier Customers
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 customers and building stronger, more profitable relationships.
Work Better as a Team
Centralised customer data in the CRM, automatically updated with new accounts, new orders and new invoices from the customers’ inventory or accounting system, means their whole team has a clearer picture of what's happening with each customer and who's doing what.
Improve Business Reporting
Product businesses shouldn't just report on isolated data from their inventory/accounting system, or just from their CRM. Instead, bringing all the data together in one, integrated reporting tool that combines up-to-date customer, sales & product data from their inventory/accounting system with CRM data and activities.
Helpful Resources & Links
Access CRM on TAG.com
Learn more about Access CRM, designed to help businesses get more customers & maximise customer lifetime value.
Prospect CRM for Unleashed
Explore the Prospect CRM + Unleashed hub for customer-facing content, demos, and resources tailored to Unleashed users.
Ideas Portal
Help shape our product roadmap by submitting your ideas on what we could add to CRM to benefit your clients.
Got a CRM lead?
FAQs
How much does the CRM cost?
Do you offer training to new CRM clients to get them up to speed?
Yes - all CRM subscriptions include onboarding to help teams get started quickly, maximise ROI, and reduce frustration. This combines guided self-service resources with expert support to suit different needs and budgets.
How can my customer integrate the CRM with their ERP system?
It’s simple! For Unleashed customers, they can simply take a trial directly from within Unleashed, or follow these steps to get the integration running. For Access CRM customers, it depends which accounting/ERP they use - search for the relevant guide here:
For Unleashed users, they can start a trial directly from within Unleashed or follow these setup steps. For customers trialling Access CRM that use another system - the integration depends on the specific ERP or accounting system they use. You can search for the relevant guide in our Help Docs here.
How long does the data import take to run?
It depends on how much data is in their back-office inventory/accounting/ERP system. Imports can take anywhere from a few minutes to a few hours, especially if there’s historical data. You can check the import status here.
For Unleashed customers, do you have any recommendations for setting up their Unleashed to work best with the CRM?
Yes – we’ve created a short guide with top tips for optimising Unleashed setup for CRM integration here.
How does a confirmed CRM Quote appear in the ERP system?
A link is created from the Quote record, allowing users to open the sales order directly in their ERP system from the CRM.
If my client has special pricing in their inventory/accounting/ERP system, will it appear in the CRM?
Yes – as long as the customer’s inventory/accounting/ERP system account is linked with their CRM record, special pricing will be available for quoting.
Can both the customer's inventory system (like Unleashed) and the accounting system (like Xero) be connected to the CRM?
Yes – both systems should be connected to the CRM to give your customer a complete view of their customer data. Here are guides on how to connect Xero or QuickBooks Online as a secondary connection.
My customer wants to issue an invoice for a customer order – what’s the best way to do this?
The CRM doesn’t affect the invoicing process. Once a sales order is created, invoicing continues as usual within the inventory/accounting/ERP system.
Can the CRM help my customers/prospects migrate from Sage 50?
Yes! The CRM can connect to Sage 50 to retrieve full sales and invoice history. With proper planning, their replacement system can be connected to the same CRM account, allowing continuity without data loss.
What exactly gets synched between Prospect CRM and Unleashed?
Here's a full list of the integration capabilities between the two systems.