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
Integrate Cin7 Core with Prospect CRM to get a handle on your inventory control and make your Sales team stock-aware
Prospect CRM & Cin7 Core integration bridges the gap between sales and operations, so you can generate more orders while staying ahead of growing demand.
Build comprehensive reports that span all areas of your business and pull hidden data from Cin7 Core for a data-driven understanding of your stock levels and sales activity.
The B2B sales process is complex, so integrating Cin7 Core with Prospect CRM unites the best of CRM and inventory management software to make your customer data functional for every day, real-time use.
Prospect CRM has taken our customer relationships to another level. With its integration to our Inventory Management, DEAR Inventory (Cin7 Core) - it's like a hand in a glove.
Read more about Under Control instruments' success with Prospect CRMDid a customer place a smaller order than usual or forget to place an order as expected? Did they not receive a delivery due to an error or service problem? With AI-driven insights on sales performance, products, and customers, Prospect CRM notifies your teams so they can resolve any issues and prevent customer churn before it happens.
Effortlessly increase the average order value of each customer using Prospect CRM. With tools like the Magic Matrix and RFM Analysis, you can identify gaps and opportunities for upsell and cross-sell while identifying which customers to target for optimal return on investment.
With centralised, real-time data at your fingertips you’ll be able to identify your most profitable customers and what they have in common. Use this knowledge in your marketing and sales strategies to identify your ICP (Ideal Customer Profile), allowing you to find and retain more loyal customers and power sustainable, repeatable, and predictable growth.
Watch this brief overview of how Prospect CRM and Cin7 Core (DEAR Inventory) work together once integrated
Prospect CRM will accelerate your sales success, helping you win new B2B customers faster and more efficiently. Just a small increase in new business close rates can have a profound impact on business growth over time.
New business is important, but retaining customers is vital for growing a profitable Wholesale, Distributor or Manufacturing business. With Missing Order Alerts, you can even predict when a regular customer is slipping through the net and alert your Sales or Account Management team to contact the customer before they churn for good.
By connecting Cin7 Core to Prospect CRM, Sales and customer-facing teams get key insights to effortlessly increase average order value and frequency for each customer. Prospect CRM brings your wholesale products to life with upsell, cross-sell & must-sell capabilities.
Whether it's just checking in with customers and recording activities, or logging and dealing with important customer issues – Prospect CRM helps you stay on top of the tasks that matter and build stronger, more profitable relationships with customers.
Centralised customer data in Prospect CRM, automatically updated with new accounts, orders and invoices from Cin7 Core, gives your whole team a clear picture of sales activity at any time, from anywhere.
Bring isolated data together in one, integrated reporting tool that combines up-to-date customer, sales & product data from Cin7 Core with Prospect CRM to eliminate the disconnect between inventory management and CRM.