Safeguard your sales process with Missing Order Alerts that notify you when a customer’s ordering patterns go awry. Stay ahead of churn and proactively re-engage with customers by sending personalised offers or follow-up communications – showing that you’re attuned with their needs.
The #1 Stock-Aware CRM for Pegasus Opera
Maximise efficiency, understand your finances, and automate your workflow with an integrated solution that adapts to your business' needs
CRM and Pegasus Opera Integration
Eliminate Duplicate Data
Create a seamless ecosystem that eradicates inefficient duplicate data. A single update – whether it’s a new order, an address change, or a payment status – flows effortlessly across both platforms so you can operate with clarity.
Proactive Sales
Anticipate needs, identify upselling or cross-selling opportunities, and engage customers with perfectly timed offers with automated alerts for inactive customers to ensure no sales opportunity slips through the cracks.
Faster Workflows
Replacing bottleneck with seamless automation, Prospect CRM and Pegasus Opera allow Sales teams to move from lead to order in efficient time, with real-time access to accurate pricing and stock levels. Reduce administrative drag and free up valuable time for closing deals.
Customer Success Stories
This is very clever but intuitive software and does exactly what we need. The team at ProspectSoft understand what is important to a business to help it function efficiently and with this being cloud based everyone in or out of the office has the same, up-to-date information. We wouldn't be without it.
Why Prospect CRM?
Strengthen retention strategies
Sharpen your retention strategy by transforming data into a roadmap for customer loyalty. Prospect CRM flags when a regular customer deviates from their usual buying patterns and uses a segmentation strategy to identify your most valuable customers – giving you a proactive nudge to engage with inactive customers before churn becomes reality.
Targeted campaigns
Stock-Aware CRM equips businesses with the tools to craft personalised, data-driven outreach that allows for tailored messages that resonate. The code-free Landing Page Builder lets you create high-converting campaigns in minutes, and our Web Enquiry Forms can be embedded for effective lead capture. With Prospect CRM, every campaign feels like a conversation tailored to your audience’s needs.
Benchmark growth performance
Offering unparalleled tools for benchmarking your business performance, Prospect CRM turns metrics into momentum with the Growth Engine – built on 7 key growth strategies from Attract to Retain. Whether you’re evaluating the effectiveness of your lead generation efforts or analysing retention rates, Prospect CRM helps you reach sustained success supported by data.
Trusted by wholesale businesses worldwide
Grow your business with CRM Integrated to Pegasus Opera
Lead Qualification Efficiency
Transform your lead generation efforts from a guessing game into a precision-driven process by syncing financial data with customer insights. The integrated systems help you enrich leads and provide a clear picture of their potential value so you can cut down time spent of qualification and turn promising leads into loyal customers.
Data Visibility in Dashboards
The integration of Pegasus Opera and Prospect CRM brings a new level of clarity to data visibility through powerful, customisable dashboards. The Prospect CRM dashboards act as a dynamic command centre, offering a consolidated view that empowers decision-makers and fosters a culture of transparency.
Missing Order Alerts
Quotation Management
Prospect CRM integrated with Pegasus Opera turns a traditionally cumbersome process into a seamless experience with branded quoting templates and automatic data pulls. Ensure all your quotes reflect the most current pricing terms and streamline your approval workflow.
Quick Issue Resolution
Team members no longer have to dig through disconnected systems or wait for updates before resolving a customer query – Prospect CRM and Pegasus Opera supports teams with instant access to complete customer histories to improve response times and turn challenges into opportunities for enhanced satisfaction.
Trend Analysis
Spot emerging patterns and capitalise on them quickly with intelligent reporting tools that highlight key changes in real-time. This integration not only identifies key trends, but also empowers your business to act on them, optimising strategies to stay ahead of the curve and maximise growth potential.
FAQs
What is Pegasus Opera?
Pegasus Opera Software is an award-winning supplier of accounting software and payroll software with over 30 years experience.
How much does Prospect CRM cost?
After your 14-day, Pegasus Opera-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 Pegasus Opera?
Our Pegasus Opera integration is simple & easy to setup! Just follow these simple steps.
Other Prospect CRM Accounting & ERP Integrations
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Access Financials Accounting & Finance Software
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Sage 50 Financial Software
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