Categorise your customers by recency, frequency, and monetary value to enable customer-facing teams to identify customers at risk of churn. By tracking purchase patterns and engagement levels, teams can anticipate customer needs and address potential issues to maximise customer lifetime value.
The Best CRM for Katana: Cloud Based Inventory Management Software
Looking for a stress-free solution that keeps your Sales and Operations teams stock-aware? Katana and Prospect CRM integrate to deliver real time inventory management, enhancing sales and stock control for growing businesses.
Your All-in-One Business Solution
Time-Saving Automation
Automate many manual process and free up time for teams to focus on high impact activities with increased visibility of all open opportunities and customer needs. Spend more time on personalising communications and generating accurate quotes.
A Scalable Solution
As businesses grow, the integrated systems scale to handle larger volumes of data and more complex operations seamlessly. Have constant access to historical data while funnelling new opportunities, contacts, and orders into the system.
Customisable Workflows
Customise workflows to match your specific processes, ensuring Katana and Prospect CRM adapt to your unique operational needs. With standardised workflows that work for you, businesses can reduce inefficiencies and operational bottlenecks.
Customer Success Stories
Since integrating Prospect CRM with our Katana cloud inventory software, we’ve doubled sales and improved customer service.
Webinar: Unlocking your B2B Potential with Katana & Prospect CRM
Watch back this session to discover trends in the B2B sector, and the importance of automation for streamlined workflows
Why Prospect CRM?
Enhanced Sales Visibility
The Katana CRM integration that unites inventory handling with opportunity management links your sales funnel and pipeline directly to real-time production and stock information. Enable your Sales team to track inventory levels while managing customer demands.
Strategic Planning
Gain powerful tools that inform your decision making with data and align sales forecasts with up-to-date inventory data and production capacity. Ensure timely responses to high-priority opportunities and take a proactive approach to resource allocation to improve overall operational efficiency.
Proactive Customer Engagement
Get access to aftersales support tools that help you keep high-value customers for longer. Sales teams can track post-purchase issues with full traceability and segment customers to strengthen existing relationships with their most loyal clients.
How it Works
Watch this brief overview of how Prospect CRM and Katana work together once integrated
Grow your business with CRM Integrated to Katana
Sales & Inventory Coordination
Cloud based inventory management software and CRM integration centralises all sales, inventory, and customer data, creating a unified platform that keeps everyone on the same page. Accurately promise stock availability, avoid over-selling, and ensure timely fulfillment during every sale.
Segment Your Customers
Reduce Manual Data Entry
Enhance coordination between teams with a data-driven approach that allows teams to quickly adapt to demand changes, track stock movement, and reduce human error – all from one accessible, secure cloud system.
Improve Order Accuracy
With synchronised data, orders flow smoothly from quote to invoice, minimising manual entry and enhancing consistency across departments. This integration results in faster, more accurate order processing, improving customer satisfaction and building trust.
Streamline Order Fulfilment
Using integrated warehouse management, barcode scanning, and real-time inventory tracking, Katana and Prospect CRM ensure that you can fulfil orders more accurately and promptly. As orders are placed, warehouse teams can quickly locate and scan items, keeping both systems up to date.
Track Seasonal Demand
Katana and Prospect CRM pool data from a diverse range of business areas from operations to sales to build comprehensive reports that track changes in trends. Businesses can predict future demand with greater precision to optimise stock levels, plan promotions, and become well-prepared for fluctuations in peak seasons.
FAQs
What is Katana Software used for?
Katana's cloud inventory software is built to give you control over alete, 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, Katana CRM 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 Katana?
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 Katana system – the more data you have, the longer it will take. This could be anything from a few minutes to a few hours.
Other Prospect CRM Inventory & Manufacturing Integrations
Unleashed Inventory Management Software
Learn more about Unleashed integrated to CRM
Cin7 Omni Inventory Management Software
Learn more about Cin7 Omni integrated to CRM
Mintsoft Order Fulfillment Software
Learn more about Mintsoft integrated to CRM