With customer segmentation features that generate real-time updates and automated notifications that alert you to missing orders, Prospect CRM and Cin7 Omni give you a full breakdown of customer spend patterns so you can understand trends and keep customers in your revenue stream.
The #1 Stock-Aware CRM for Cin7 Omni
Cin7 Omni and Prospect CRM’s all-in-one integrated solution streamlines your operations from sales to order management and beyond
CRM & Inventory Management App Stack
Track Orders, Invoices & Credits
Store vital customer, sales, and product data in one place to optimise your workflow while enjoying less time spent rekeying orders and fixing discrepancies between systems.
Attract & Retain New Customers
Prospect CRM & Cin7 Omni work together to maximise customer lifetime value with unique customer insights that allow wholesalers to target the right customers at the right time for maximum impact.
Automated Two-Way Sync
Integrating Prospect CRM with Cin7 Omni leaves no room for human error with mutual synchronisation that creates an air-tight connection between the systems. Have confidence in your decision-making with accurate data to validate business choices.
Why Prospect CRM?
Anticipate customer behaviour
The B2B sales process can be complex, so ensuring you have a hold on regular order patterns will help you take control of your customer relationships. Leverage features like Missing Order Alerts and RFM segmentation to understand your customer base and proactively reduce attrition rates with personalised communications that target churning customers before it’s too late.
Maximise AOV
Prospect CRM & Cin7 Omni integration ensures that you’re leveraging valued customers to their full potential with tools that identify opportunities for cross-sell and upsell, as well as workflow automations that streamline customer interactions for quick wins and long-term nurturing.
Increase LTV
Turn traffic into conversions and transactional customers into loyal advocates when you unite CRM with inventory management software. Benchmark your progress with Prospect CRM’s Growth Engine, expand your customer base, and increase customer lifetime value, all while Prospect CRM & Cin7 Omni scale alongside you.
How it Works
Watch this brief overview of how Prospect CRM and Cin7 Omni (Cin7) work together once integrated
Grow your business with CRM Integrated to Cin7 Omni (Cin7)
Attract New Business
When Prospect CRM is connected to Cin7 Omni, your Sales team are given access to the right product and customer data to deliver a smooth buying experience to prospects. Increase win rates and shorten your sales cycle with full control over your B2B sales pipeline management.
Promote Customer Loyalty
Drive Profitable Results
Get access to powerful cross-sell and upsell tools that boost average order value and frequency. When integrated, Prospect CRM and Cin7 Omni help you effectively identify opportunities to recommend complementary products, enhancing customer satisfaction while driving revenue growth.
Foster Customer Satisfaction
Keep a detailed log of issues and communications so teams can respond quickly to customer inquiries with the right information to hand. Prospect CRM and Cin7 Omni allow for a proactive approach to resolving problems, helping you build trust and strengthen relationships.
Collaborate Effectively
With real-time access to key product and sales data, customer-facing teams can easily share insights, distribute tasks, and coordinate their efforts. This integration leads to improved productivity and a cohesive approach to meeting customer needs.
Track Essential Metrics
Prospect CRM and Cin7 Omni unite the most important datasets in sales and operations, so you can produce accurate reports that illustrate progress across all branches of your business. Turn disconnected data into valuable insights and start making data-driven decisions.
FAQs
What is Cin7 Omni (Cin7)?
Cin7 Omni is a complete, automated point-of-sales package and inventory management suite created to cater to the needs different business sizes and industries.
How much does Prospect CRM cost?
After your 14-day, Cin7 Omni-integrated Free Trial (no credit card required for this), our most popular package that businesses subscribe to is Professional CRM – take a look at our pricing here.
Is there any training/onboarding available?
Sure – all of our CRM Subscriptions include one of our FlightPaths to get the whole team up & running faster, with increased ROI & reduced staff frustration. With a mixture of guided self-help & professional assistance, there’s a FlightPath to suit everyone!
How do I integrate my Prospect CRM trial to Cin7 Omni (Cin7)?
It's easy! Just follow these simple steps.
How long does the import take to run?
It completely depends on the amount of data in your Cin7 Omni system – the more data you have, the longer it will take. This could be anything from a few minutes to a few hours.
Do you have any recommendations for ensuring our Cin7 Omni (Cin7) is set up in the best way for Prospect?
We have a few hints & tips here on how to optimise the setup of your customers and products in Cin7 Omni.
Trusted by wholesale businesses worldwide
Other Prospect CRM Inventory & Manufacturing Integrations
Unleashed Inventory Management Software
Learn more about Unleashed integrated to CRM
Katana Cloud Inventory Software
Learn more about Katana integrated to CRM
Mintsoft Order Fulfillment Software
Learn more about Mintsoft integrated to CRM