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
Take more orders by connecting Prospect, the #1 Stock-Aware CRM platform, to Xero
With Prospect, your customer facing staff can produce quotations and sales orders using all your Xero information, and confirm orders directly into Xero with a click of a button.
Real-time visibility gives you a complete picture of what's happening with your customers in a consolidated view so you're empowered to give solid gold customer service. Our unparalleled integration with Xero means your sales team can access all customer history without leaving the CRM interface.
By connecting Xero with Prospect CRM, you can eliminate time-consuming, error-prone rekeying, allowing your sales team to spend more time selling from Prospect CRM.
With the ability to organise sales by multiple pack sizes (e.g. single, small box, large box, pallet etc.), you have complete control over how you can sell your products - making it more convenient for your customers.
Knowing which products are available today/tomorrow/next week means Sales teams are Stock-Aware too - they can sell the right thing at the right time to the right customers; improving stock management & customer service.
Our Stock-Aware CRM for Xero enables your Sales teams to sell from the entire product range using dynamic product creation, meaning they can sell more from a larger catalogue of products than just what's in the stock file.
Xero is a world-leading online accounting software built for SMEs to help them save time on paperwork and get paid faster.
Want to set up the integration to Xero? Check out our set up guide below!
Integration Guide
