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
Cin7 Omni and Prospect CRM’s all-in-one integrated solution streamlines your operations from sales to order management and beyond
Store vital customer, sales, and product data in one place to optimise your workflow while enjoying less time spent rekeying orders and fixing discrepancies between systems.
Prospect CRM & Cin7 Omni work together to maximise customer lifetime value with unique customer insights that allow wholesalers to target the right customers at the right time for maximum impact.
Integrating Prospect CRM with Cin7 Omni leaves no room for human error with mutual synchronisation that creates an air-tight connection between the systems. Have confidence in your decision-making with accurate data to validate business choices.
The B2B sales process can be complex, so ensuring you have a hold on regular order patterns will help you take control of your customer relationships. Leverage features like Missing Order Alerts and RFM segmentation to understand your customer base and proactively reduce attrition rates with personalised communications that target churning customers before it’s too late.
Prospect CRM & Cin7 Omni integration ensures that you’re leveraging valued customers to their full potential with tools that identify opportunities for cross-sell and upsell, as well as workflow automations that streamline customer interactions for quick wins and long-term nurturing.
Turn traffic into conversions and transactional customers into loyal advocates when you unite CRM with inventory management software. Benchmark your progress with Prospect CRM’s Growth Engine, expand your customer base, and increase customer lifetime value, all while Prospect CRM & Cin7 Omni scale alongside you.
Watch this brief overview of how Prospect CRM and Cin7 Omni (Cin7) work together once integrated
When Prospect CRM is connected to Cin7 Omni, your Sales team are given access to the right product and customer data to deliver a smooth buying experience to prospects. Increase win rates and shorten your sales cycle with full control over your B2B sales pipeline management.
With customer segmentation features that generate real-time updates and automated notifications that alert you to missing orders, Prospect CRM and Cin7 Omni give you a full breakdown of customer spend patterns so you can understand trends and keep customers in your revenue stream.
Get access to powerful cross-sell and upsell tools that boost average order value and frequency. When integrated, Prospect CRM and Cin7 Omni help you effectively identify opportunities to recommend complementary products, enhancing customer satisfaction while driving revenue growth.
Keep a detailed log of issues and communications so teams can respond quickly to customer inquiries with the right information to hand. Prospect CRM and Cin7 Omni allow for a proactive approach to resolving problems, helping you build trust and strengthen relationships.
With real-time access to key product and sales data, customer-facing teams can easily share insights, distribute tasks, and coordinate their efforts. This integration leads to improved productivity and a cohesive approach to meeting customer needs.
Prospect CRM and Cin7 Omni unite the most important datasets in sales and operations, so you can produce accurate reports that illustrate progress across all branches of your business. Turn disconnected data into valuable insights and start making data-driven decisions.