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
Prospect is the perfect CRM for your Wholesale or Distributor business.
Have new CRM Tasks automatically events, such as calendar events in Google Calendar.
Automatically create CRM Enquiries from form fills, such as Google Form responses on your website.
Add new leads from paid channels, like Facebook Lead Ads leads, as Enquiries in Prospect CRM.
Get notifications messaging apps like Slack when a CRM Enquiry is logged.
Zapier is an online platform that helps you automate workflows by connecting your apps and services you use. Here's their guide on how it works.
It's easy to get Prospect connected to Zapier. Check out our set up guide below!
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