Customer Segmentation Model (RFM)Target 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
Quoting SoftwareOptimise your Quote-to-Order Workflow
Landing Pages BuilderDesign and publish landing pages to enhance your digital marketing strategy
Cross-sell & Upsell MatrixStrategically upsell and cross-sell with Prospect’s Magic Matrix
Faster Order TakingTake more orders in less time - without duplicating data entry
The Growth EngineMaximise sales growth with the CRM Growth Engine
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
Web Enquiry FormsStreamline your lead generation with Web Enquiry Forms directly from your website
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
Sales Growth Strategies in B2B Sector ReportDownload the latest report for analysis and insights into the sales processes, strategies and opportunities within UK B2B SME firms
The Growth Playbook ScorecardAnalyse your growth performance to take control & drive your B2B sales success
CRM Comparison GuideCompare built-in features, weigh up star ratings & hear from real customers
"What is Stock-Aware CRM?" eBookDiscover how you can increase sales by 25% without a single new customer with a Stock-Aware CRM!
Engineering EquipmentCRM built for Engineering Suppliers
Healthcare & BeautyCRM built for the Healthcare & Beauty Industry
Suppliers to ConstructionCRM built for the Construction Industry
Food & BeverageCRM built for the Food & Beverage Industry
Lab & Medical EquipmentCRM built for the Lab & Medical Equipment Industry
Clothing & AccessoriesCRM built for Clothing & Accessory Suppliers
Combine your accounting and CRM system to have full visibility of finances and sales activity, and unlock limitless sales growth
Bring financial, sales, and customer data together in one unified system that makes data sharing easy. Ensure that your whole team has access to data that is up-to-date and accurate when making decisions and interacting with customers.
Integrate Access Dimensions with Prospect CRM to create and manage orders with seamless invoicing, stock updates, and visibility of sales activity. Reduce errors when processing orders and accelerate your sales cycle.
With Prospect CRM integrated to your back-office system, Sales, Finance, and Operations teams can work together to eliminate silos and support a cohesive approach to streamlining internal communications.
With automated follow-up reminders, pre-configured email templates, standard reports, and other time-saving tools, Prospect CRM removes repetitive data entry and rekeying from the daily operations of a business. Its air-tight integrative capabilities ensure that teams stay organised and responsive without excessive manual input by pulling crucial data from back-office systems for quick access.
Stock-Aware CRM consolidates data from multiple, connected sources like Access Dimensions to produce valuable customer insights such as order frequency and buying patterns by transforming raw data into key analytics that can inform your growth strategy. By providing a complete view of every customer, B2B product businesses can improve customer engagement and drive retention.
Our integrated solution supports scalability and flexibility, making it ideal for businesses aiming to grow and adapt to changing needs. CRM and accounting software integration facilitates customisable workflows, user-defined fields, and adaptable reporting tools that can be tailored as industry requirements evolve, and the solution provides a robust platform that fosters long-term success.
Integrated CRM and accounting software helps you prioritise and nurture prospects through the sales pipeline. With detailed visibility into each lead’s status, automated task assignments, and email tracking, Prospect CRM ensures no lead slips through the net.
The B2B selling journey is complex and every business handles their pipeline differently, so Prospect CRM offers robust customisation that allows users to create custom stages, define specific criteria, and adjust workflows to align with their unique sales strategy.
Prospect CRM extracts essential data from Access Dimensions and combines it with key customer and sales information to build intuitive search features and configurable dashboards so users can instantly retrieve data without spending valuable time navigating through multiple systems.
By leveraging the real-time access to customer data that Prospect CRM provides, Sales teams can quickly address queries, resolve issues, and deliver a positive experience to new and existing customers. The system’s integration with Access Dimensions accelerates response times by eliminating delays in data sharing and enabling a more consistent approach to customer interactions.
Using innovative features like the Magic Cross-Sell and Upsell Matrix and Opportunity Tracking, Prospect CRM allows users to quickly assess the health of their pipeline and drill down into specific segments that enable targeted actions, elevating sales strategies and leading to business outcomes that drive revenue.
Take advantage of dynamic tools like the Growth Engine and advanced reporting capabilities that help you identify high-potential opportunities and measure performance metrics with the click of a button. Prospect CRM and Access Dimensions empower teams to work more efficiently, close deals faster, and scale operations effectively.