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
Support your account with guidance, expertise and resources to help drive your business goals forward.
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| Customer Success Manager Check In |  |
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| On-demand Webinars | |
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| Live Customer Webinars + Live Q&A | |
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| Access to the CRM Growth Engine | |
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| Access to a Portfolio of services through Service Catalogue | |
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Task-based Advice & Guidance
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| In-product Assistance for All Users | |
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| Service Hours | 09:00 to 17:00 UK Business Hours
For full details for your region, see below:
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08:00 to 18:00 UK Business Hours
For full details for your region, see below:
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Initial Response Guidelines for Support Cases
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P1 - up to 2 hours
P2 - up to 2 business days
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P1 - up to 1 hour
P2 - up to 2 hours
P3 - up to 4 hours
P4 - up to 1 business day
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Thank you ProspectSoft for a great experince working with your CRM software. A special mention to Alex Calderbank - Customer Success Manager, who has been a brilliant support!
Mike, Mdel Fleet Management
Kirsti has been extremely helpful getting our CRM in a better position. I'd highly recommend Prospect CRM if you're looking for a CRM system - they're very flexible and constantly have new features.
David, Fakro
We have a long-standing relationship with ProspectSoft, and we continue to strengthen our relationship in no small part thanks to Kirsti's excellent service. Look forward to continuing to work with Kirsti and ProspectSoft into the future.
Brett, Airflow