Prospect CRM

Prospect eCommerce

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.

Xero 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 Xero today.

Customer Success Stories

Of all the CRMs I had reviewed this really is the UK's No. 1. From downloading the Free Trial to signing up, the whole experience is top class. I had a really great presentation to make sure the software fit our requirements, which left me with no unanswered questions or hesitations. The integration into Xero is seamless.

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Why Prospect CRM?

Get predictable insights

Did 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.

Increase AOV

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.

Maximise LTV

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.

Trusted by wholesale
businesses worldwide

Try Free for 14 days

No credit card required

Grow your business with CRM Integrated to Xero


Grow your Customer Base

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.


Maximise Customer Retention

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.


Increase Order Value & Frequency

By connecting Xero 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.


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 your customers and building stronger, more profitable relationships.


Work Better as a Team

Centralised customer data in Prospect CRM, automatically updated with new accounts, new orders and new invoices from Xero, means your whole team has a clearer picture of what's happening with each customer and who's doing what.


Improve Business Reporting

You shouldn't just report on isolated data from Xero, 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 Xero with Prospect CRM data and activities.


Xero is a world-leading online accounting software built for SMEs to help them save time on paperwork and get paid faster.
After your 14-day, Xero-integrated Free Trial (no credit card required for this), our most popular package that businesses subscribe to is Professional CRM – take a look at our pricing here.
Sure – we'd recommend any new Prospect CRM customer considers one of our Onboarding Experiences. to get the whole team up & running faster, with increased ROI & reduced staff frustration. With a mixture of guided self-help & professional assistance, there’s an Experience to suit every budget.
It's easy! Just follow these simple steps.
It completely depends on the amount of data in your Xero system – the more data you have, the longer it will take. This could be anything from a few minutes to a few hours.

Trusted by wholesale
businesses worldwide

Try Free for 14 days

No credit card required