Prospect CRM

Prospect CRM Products

Prospect CRM is a comprehensive Customer Relationship Management software designed specifically for B2B wholesale, distributor, and manufacturing businesses. It stands out as a Stock-Aware CRM, providing unparalleled integration with various ERP and accounting systems, making it an essential tool for businesses dealing with physical products.

Key Features

Prospect CRM offers native integration with leading back-office accounting systems and inventory management systems such as Unleashed, Xero, Access Dimensions, Exchequer, Pegasus Opera, Sage 50, and SAP. This integration allows businesses to extract critical information like stock levels, customer credit limits, sales history, and special pricing, making it accessible to the entire sales team.

Target Users

The software is ideal for businesses that sell physical products from stock B2B. It is particularly beneficial for sales teams who need real-time access to stock information and customer data to manage relationships effectively. Prospect CRM ensures that sales teams are ‘Stock-Aware,’ enabling them to provide accurate information to customers and close deals more efficiently.

Immediate ROI

Unlike other CRM systems, Prospect CRM provides an immediate return on investment. Businesses have access to vital customer information from day one, even during the free trial period. This immediate access to data helps streamline operations, improve customer retention, and boost sales.

Growth Strategies

Prospect CRM supports sustainable B2B sales growth through a simple growth formula; New Customers + Higher Customer Lifetime Value = Sustainable Growth. The software helps businesses attract high-potential leads, sell solutions that address customer needs, close deals efficiently, onboard customers effectively, maximize order value through upsell tactics, encourage regular order patterns, and retain customers through consistent support.

Integration and Support

Prospect CRM offers flexible onboarding through various FlightPaths, providing different levels of service to suit your team’s needs. After go-live, users have access to ongoing support via live chat and help documentation. The software is designed to grow your customer base, maximize customer retention, increase order value and frequency, and create happier customers through targeted marketing campaigns and comprehensive customer service management.

About Prospect CRM

ProspectSoft is part of the ERP division at The Access Group based in Loughborough in the United Kingdom. Specializing in CRM & eCommerce solutions since 2000. The company has a team of 25 employees dedicated to creating and delivering their SaaS platform.

Global Reach

ProspectSoft delivers its solutions to more than 5000 SME users worldwide. Their flagship product Prospect CRM is designed to meet the unique challenges of various industries.

Industry Focus

ProspectSoft’s solutions are tailored to address the specific needs of industries such as Engineering Equipment Healthcare & Beauty Clothing Accessories Lab & Medical Food & Beverage Suppliers to Construction.