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
Create and customise foolproof quotes that streamline your buyer's journey and corresponds with your corporate branding.
Our optimised Quote-to-Order Workflow improves staff efficiency by making it easy to send accurate quotes that will secure the sale.
Prospect CRM helps you save time on the quoting and invoicing process using automation with a personal touch! With software that syncs directly to your accounting or inventory management system, product information can be pulled directly from your data-set and imported into your quote template, converting order to invoice in a matter of seconds.
Take a free 14-day trial
Accelerate your sales success by reducing manual time spent on processing quotes
Improve customer satisfaction with a foolproof quoting system that immediately sends order information to your Operational team for quick delivery
Customise branded and beautiful quotes using pre-designed templates
Capture all purchase history, invoices, and email communications in one place so you can deliver a personalised quoting experience every time
Stay connected with your accounting or inventory software to set up a seamless quote-to-order workflow
Work with our team of experts to create a quoting template that corresponds with your corporate branding, so your customers always receive a personalised experience.
Using the dynamic data pulled from your back-office system, select the right products for your customers with automatic promotions and discounts applied.
Once your quote is sent, all your customer has to do is accept or decline your offer using the option buttons built-in during the quote creation phase. Their order will be processed immediately and converted to an invoice – completely hands-free!
When there are so many CRM systems to choose from, it can be difficult to know which system is right for you.
Get a side-by-side comparison of the top-rated CRM vendors so you can weigh up your options and find the best CRM for your type of business.
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Their integration with our QuickBooks accounting software has been performing flawlessly. I am confident it will be a great tool as we continue to build our business.
Barry Kroekker
Goot Essa
We implemented Prospect at a point where the company grew beyond the capacity to manually track our leads and quotes. Prior to installing Prospect we couldn't track, monitor and follow up on quote status. Converting quotes with Prospect to Orders in Unleashed is seamless. Simple yet impactful – an unexpected bonus and time-saver.
Rob Geller
Promenaid Handrails
We are really impressed by the features and very user friendly functions. I also love how it integrates with Xero, meaning that we have one source of information and not replicates in many systems.
Adrian Fowler
AlphaGeo Ltd
Learn how to implement an automated quote-to-order workflow for improved business growth.
Watch back our webinar on how to get from quote to order faster, taking more orders, in less time - every time!
Find out how to optimise your quote-to-order workflow from start to finish with this comprehensive guide.