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
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.
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.
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.
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.
Since integrating Prospect CRM with our Katana cloud inventory software, we’ve doubled sales and improved customer service.
Read moreWatch back this session to discover trends in the B2B sector, and the importance of automation for streamlined workflows
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.
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.
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.
Watch this brief overview of how Prospect CRM and Katana work together once integrated
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.
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.
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.
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.
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.
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.