Prospect CRM Integrations
Eliminate the need for manual data transfer. Integrate Prospect CRM to your Inventory, ERP or Accounting software in minutes for automation, efficiency and sales success.
Why is integration important?
CRM software integration helps product businesses keep their data in constant communication between their vital systems. A CRM that integrates with other best-of-breed systems like Accounting, Inventory Management and ERP systems opens up a world of automation, efficiency, and sales success.
Choosing the Best Integrated Software
Benefits of an Integrated CRM
- Bring your back-office data (from your accounting, inventory or ERP system) to life with an integrated cloud-based CRM solution
- CRM integrations assist in providing a full 360-degree view of historic sales data
- Data surfaced from the back-office system into the customer-facing CRM means you contact the right customers at the right time with the right message
- Confirm orders with a click of a button directly into your Accounting, Inventory Management or ERP system to eliminate rekeying orders
- Enable your whole team to accurately report on sales efficiency, effectiveness, and pipeline-enhancing business productivity
- Produce accurate quotations and sales orders based on the product file and pricing stored in back-office systems
Why Integration Matters for B2B Wholesalers, Manufacturers & Distributors
Stock-Aware Benefits
Extract data buried inside your Accounting, Inventory Management or ERP system including Stock, Sales History, Special Pricing and Customer Credit Limits. These insights then become accessible in the right format to customer-facing teams by integrating this to a cloud-based CRM, allowing the team to become truly ‘Stock-Aware’.
Reduce Manual Workload
CRM Integrations reduces rekeying and manual work. Not only do B2B product sellers save time, but they benefit from increased data accuracy and maximised profits.
Data-driven CLTV
Prospect CRM’s unique Inventory Management and ERP integration turns your back-office data into valuable insights and actions to increase customer lifetime value – automating your analytics and eliminating the disconnect between Inventory Management and CRM.
Comparing CRM Software - Get a side-by-side comparison of the top-rated CRM vendors
Integration Testimonials
Integration Blogs & Resources
Benefits Integrated CRM
Benefit from all the exciting Stock-Aware features in the CRM and set up the integration to your Accounting/Inventory Management System. For all of our CRM integration setup guides, check out this article.
Why Integration is Critical for B2B Businesses
Want to learn more on this topic? Check out our blog on why integrating your existing back-office/Inventory Management system to our Stock-Aware CRM is critical for B2B Wholesalers, Distributors and Manufacturers.
Why Integrate CRM & Inventory Management
Are you fed-up of paper documents or over-reliant on Excel for storing valuable customer data? Integrate your accounting or inventory management system with Prospect CRM to form one, seamless solution.
Customer Integration Testimonial
Prospect CRM was built for integration. No messing around, no fuss, no custom integration. Watch this customer testimonials on our tight integration with leading Accounting, Inventory and ERP systems.
Email/Marketing Integration Webinar
Watch back our webinar on leveraging CRM software that integrates to Mailchimp and Klaviyo to deliver targeted marketing campaigns.
Unleashed X Prospect CRM Integration Webinar
Hear from some Unleashed + Prospect CRM customers on how connecting the two solutions has helped them better manage their operations and grow their sales!
Integration FAQs
How do I integrate Prospect CRM to my ERP/Inventory system?
Take a look at our setup guides here for additional integration guidance. With integrations to leading accounting and inventory systems, including Unleashed, Katana, Cin7 Core, Cin7 Omni, QuickBooks Online, Xero and Sage 50, it's quick and easy to integrate!
How much does Prospect CRM cost?
Considering our Stock-Aware CRM? Visit our Pricing page to view our subscriptions and what’s included.
Which systems does Prospect CRM’s integration support?
Our unparalleled CRM integration is unique! Some of the most popular systems we integrate to include Unleashed, Cin7 Core, Cin7 Omni, Access Dimensions, Access Financials, Exchequer, Pegasus Opera, Sage 50, Xero and QuickBooks Online.
Why choose Prospect CRM?
For B2B product selling businesses, opting for Prospect CRM is a no-brainer. It’s rated the #1 Stock-Aware CRM focused on increasing customer lifetime value (CLTV), designed specifically for product-selling businesses that want to increase repeat orders and drive sales growth.