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
Using or considering Access Financials? Looking to grow your business? Want an award-winning, fully integrated sales platform?
When integrated, Prospect CRM and Access Financials support mobile accessibility, enabling users to access critical data on the go and facilitating remote teams who need real-time information from diverse locations.
Adopting an effective CRM and accounting tech stack like Prospect CRM and Access Financials will help you eliminate operational inefficiencies while increasing cost savings, productivity, and return on investment (ROI).
Featuring user-friendly designs, Prospect CRM’s integration with Access Financials makes it easy for staff to navigate growth tools effectively. Prospect CRM’s simple interface allows for quicker adoption and more time spent focusing on core tasks.
Combining CRM and accounting data provides powerful analytics capabilities that drive deeper insights into sales trends, customer profitability, and overall performance. Leverage Prospect CRM’s reporting tool to drive strategic planning and push for a competitive advantage with unique data analysis.
Sales teams can quickly generate quotes using up-to-date pricing data extracted from Access Financials as well as customer information stored in Prospect CRM. Once an order is confirmed, your integrated system will instantly convert quotes into invoices, improving efficiency across operations and ensuring accurate order fulfilment every time.
Integrated CRM and accounting software provides detailed insights into customer behaviour by performing value-based segmentation, identifying upsell opportunities, and organising both new and historical records to allow for proactive engagement. Use intelligent customer relationship tools to address potential issues early and prevent churn before it’s too late.
Watch this webinar on how Prospect CRM and Access Financials work together once integrated and see why CRM software for accounting firms is a must have!
With integrated solutions for accounting and CRM, this tech stack can be configured to suit your unique business processes. Whether you need to tailor your workflows for repeated customer engagement or develop dashboards to track Sales team progress, the systems can adapt to your needs.
Unlock intelligent reporting on financial and sales metrics, ensuring you always have a clear picture of business performance. By centralising and structuring critical data, Prospect CRM leverages Access Financials for a data-driven approach to support informed and proactive decision making.
Integrating Prospect CRM with Access Financials empowers your Customer Service team to provide high-quality support through an efficient ticketing system that can be logged and accessed by the entire support team. Ensure a seamless handoff between staff and maintain continuity in customer interactions with a comprehensive tech stack that facilitates quick query resolutions.
Gain a complete understanding of customer records with individual contacts associated with respective organisations, and map business structures effectively in Prospect CRM. Prospect CRM integrated with Access Financials allows you to see the relationships between decision-makers, and other stakeholders, so you can target the right individuals while navigating the complex B2B buying journey.
By storing all critical data securely in the cloud, this integrated solution ensures that both Sales and Accounts teams have access to the same information to work together more effectively, avoid duplicating efforts, and address customer needs faster.
Whether it’s through customer acquisition or retention, Prospect CRM and Access Financials work together to ensure B2B product businesses are targeting the right leads and keeping them in their revenue stream. Capture key lead information and convert more opportunities into revenue while keeping your sales cycle in motion.