Target the right customers at the right time
Turn every problem into an amazing customer experience
Integrate your Prospect CRM Free Trial to your Inventory/Accounting system
Optimise your Quote-to-Order Workflow
Accurately set goals & targets against revenue and orders
Strategically upsell and cross-sell with Prospect’s Magic Matrix
Take more orders in less time - without duplicating data entry
Know what stock is available today & in the future
Identify at-risk customers before you lose them for good
Track sales performance with ease
Track performance by customer, product or salesperson
What is it, why you need it & how it will grow your product business
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.