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
Using or considering Unleashed? Looking to grow your business? Want an award-winning, fully integrated sales platform?
A Perfect Combination
Prospect CRM helps your Sales, Marketing & customer-facing teams to generate more orders with a higher value, and pass them to your Operations team.
Unleashed helps your Operations team process orders, get stock out to customers, and replenish new stock from suppliers.
Eliminate the disconnect between Inventory Management & CRM - integrate Prospect CRM to Unleashed today.
Two leading, best-of-breed products from The Access Group - perfect for B2B Wholesalers, Distributors & Manufacturers!
Prospect is simple, easy to use, and has definitely aided growth in our sales.
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With cloud-based, best-of-breed apps like Prospect CRM & Unleashed, we've seen 20% growth in the last year.
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The day that I had the call with Prospect CRM was amazing - I could see all my data there immediately and thought; this is life changing.
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We've doubled our revenue in the last 12 months since using Prospect integrated to Unleashed.
Read moreOn-demand Unleashed + Prospect CRM Webinars
Watch NowDid a customer place a smaller order than usual or forget to place an order on their regular day? Did they not receive a delivery due to an error or suffer another service problem? With AI-driven insights on sales performance, products, and customers, Prospect notifies your teams so they can sort out any issues and prevent customer churn before it happens.
Effortlessly increase average order values for each customer using Prospect. With tools built in to the CRM like the Magic Matrix and RFM Analysis, you can identify gaps and opportunities for upsell and cross-sell.
With centralised, real-time data at your fingertips, you’ll be able to identify your most profitable customers and what they have in common. Use this knowledge in your marketing and sales strategies to identify your ICP (Ideal Customer Profile), allowing you to find and retain more loyal customers and power sustainable, repeatable, and predictable growth.
Watch this brief overview of how Prospect CRM and Unleashed work together once integrated
Prospect CRM will accelerate your sales success, helping you close new B2B customers faster and more efficiently. Just a small increase in new-business close-rate can have a profound impact on business growth over time.
New business is important, but retaining customers is vital for growing a profitable Wholesale, Distributor or Manufacturing business. P.A.I.G.E. (the Prospect AI Growth Engine) can even predict when a regular customer has missed an order and alert your Sales or Account Management team to contact the customer before they churn for good.
By connecting Unleashed to Prospect CRM, Sales and customer-facing teams get key insights to effortlessly increase average order value and frequency for each customer. Prospect CRM brings your wholesale products to life with upsell, cross-sell & must-sell capabilities.
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 your customers and building stronger, more profitable relationships.
Centralised customer data in Prospect CRM, automatically updated with new accounts, new orders and new invoices from Unleashed, means your whole team has a clearer picture of what's happening with each customer and who's doing what.
You shouldn't just report on isolated data from Unleashed, or just from Prospect. Instead, bringing all the data together in one, integrated reporting tool that combines up-to-date customer, sales & product data from Unleashed with Prospect CRM data and activities.