Simple CRM Pricing for Growing B2B Product Sales
- 14 day Free Trial
- Fixed at 4 users
- Guided Self-service Onboarding
- Annual contract paid monthly
Most popular
4 users included
NZ$126/mo per additional user
- 14 day Free Trial
- Starts at 4 users
- Consultative Onboarding Assistance & Training
- Annual contract paid monthly
15 users included
NZ$226/mo per additional user
- 14 day Free Trial
- Starts at 15 users
- Extended Onboarding & Training
- Annual contract paid monthly
Onboarding & Setup
Features:
FlightPath A
This onboarding solution is designed for businesses that know how their processes fit Prospect CRM and require guidance in setting up. This is self-learning onboarding.
FlightPath B
This onboarding solution is designed for businesses that require more hands-on, consultative support in setting up Prospect CRM, assistance in mapping out their processes, and those who want to go live quickly.
FlightPath C
This onboarding solution is designed for businesses that are looking for more professional guidance to get results quicker, maximize their ROI & extended support to move historic data to Prospect CRM.
Online Training Resources
Integrations
Features:
Unleashed Integration
Xero Integration
Cin7 Core Integration
Cin7 Omni Integration
QuickBooks Online Integration
Katana Integration
Sage 50 Integration
Access Dimensions Integration
Access Financials Integration
Access FactoryMaster Integration
Exchequer Enterprise Integration
Pegasus Opera II/III Integration
SAP Integration
Custom ERP Integrations
3rd Party Apps Marketplace
API Access
Insights & Reports
Features:
Multiple Operating Companies & Datasets
Allows customers to run more than one limited company or business from a single system, even connected to multiple Accounts/ERP/Inventory systems or datasets.
Multiple Sales Ledgers per Customer Record
In most cases, one customer will trade with you through one Sales Ledger / Account. But, in some businesses it is important to trade via multiple accounts, while still treating them as one customer in the CRM.
Configurable record/entity relationships
Extend the standard data structure by creating custom relationships across any record type (for example, if you sell cleaning products, then you may wish to record which company provides cleaning services to each of your customers)
Screen Customisation
30 User Defined Fields per Entity
Additional Custom Fields & Entities
Document Library
Upload files to your CRM system so that they can be easily referenced by your team.
Manage your Team
Features:
User limits
Includes 4 users
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Account Manager Record Restriction
Prevent selected users from seeing records for which they aren't the assigned Account Manager.
Restrict Access to Cost & Margin Fields
Restrict Access to Cost & Margin Fields
Flexible Field & Record Restriction
For those who need more complex rules to define which users can see which records or even specific fields.
Manage your Customers
Features:
Unlimited Customer Accounts
Restrict Products by Customer
Allows you to restrict sets of products from being quoted to, or sold to, certain customers.
Customer Service Management
Auto Contact Enrichment using Social Data
Uses social search from data sources such as LinkedIn to automatically populate and enrich contact data.
Missing Order Alerts, RFM Analysis & Advanced Dashboards
Prospect's Artificial Intelligence Growth Engine, P.A.I.G.E., can look into the future of your business, and tell you what you should be doing next to grow your profit. Using the latest RFM technology, P.A.I.G.E. can predict where your efforts will pay off most.
Manage Orders & Sales Details
Features:
Integrated Quoting & Order Processing
Unlimited Products, Discounts & Customer Special Pricing
Multi-size Sales Packs per Product
Multi-size Sales Packs per Product
Product Upsell Prompts
Relate products together and prompt users to upsell alternative products, or sell add-on products (e.g. batteries for an alarm system).
Configurable Delivery Charge Calculations
Automate delivery charge calculations for quotes and orders by order value, delivery zone etc.
Custom Delivery Charge Calculations
API based custom calculations for delivery charges.
Future Stock Calculations and Allocations
Allocation of outstanding sales orders to future Purchase Orders to help the sales team understand what stock is available for sale, and when.
Multiple delivery date schedules per order line
Enter just one sales order line with multiple schedules for quantity and due date, while also using the Future Stock Calculation and Allocations to prevent sales over-selling your available stock or your incoming stock (from future P.O.'s).
Equipment Register & Contract Management
Sales Pipeline Management
Telesales Functionality
Ongoing Success
Features:
Essential Success Plan & Support
Self-guided support with online resources
Paid Success Plan & Support
Get answers faster.
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FAQs
What kind of support do you offer?
Check our subscriptions to see what's included.
Can I invite my colleagues onto the free trial?
Sure! When you take a Free Trial, our setup will show you where to invite colleagues. Or, follow the steps in this guide!
How do you keep our data safe?
Compliance and Certifications are your way of knowing that we take seriously the things you care about most. We’re proud to be ISO 27001 accredited for information security. Learn more about how we keep your data safe and secure here.
Investing in Prospect and Unleashed as the backbone of my business is one of the best decisions I've made.
Trusted by wholesale businesses worldwide
All subscriptions require an annual contract. Prices exclude applicable taxes and are subject to our standard Terms & Conditions. This page is provided for information purposes only and is not warranted to be error-free, nor is it subject to any other warranties.