Migrate to Prospect CRM
Currently using Version 6 CRM? Plan your migration to Prospect CRM with us today!
New, But Familiar
Unparalleled Integration
The same unparalleled integration from Version 6 CRM, eCommerce, and eMarketing – but on a completely new platform, written from the ground up.
User Interface
Prospect’s user interface has been simplified and made more intuitive. We have listened to you and built a more user friendly, yet familiar platform.
Automated Migration Process
With our automated migration progress, it’s easy to get you up and running using your existing CRM data. Don’t worry – you can take a Test Drive with a copy of your data before committing to a full upgrade.
New & Improved CRM
General
- Live record editing and saving
- New automatic email notifications
- Enquiry assignments
- Email bounces and delivery failures
- Growth Engine Stats Update
- New pending and on-hold orders
- Missing orders
- New customer accounts
- Customers who need engagement
- Record sharing
- Feature suggestions portal
- Online documentation and Academy
- In-App in chat
Data Management (Improved)
- Data Importer
- Companies and Contacts
- Enquiries
- Products
- Opportunities
- Sales History
- Update via Excel
- Bulk Updater for fields and records
- Recycle Bin for deleted records
- Territory Management
- Data Exporter
- Automated social searches for new Contacts
- Postcode Look-up for Addresses
- Google Maps Integration for Addresses
Tasks (Recalls) (New)
- Overhauled Tasks
- Calendar integration
- Recurring Tasks
- New Task list
- Improved visibility of Tasks
- Task Limits
RFM (New)
- Automatic RFM Segmentation
- Missing Order Alerts
- Customer lifecycle and trend tracking
Hire Management, Equipment and Contracts (New)
- New Equipment records
- New Contract records
- Equipment Register Enhancements
- Automatic Equipment Creation (ERP Dependent)
Lead Management/Opportunities (Improved)
- Faster Lead/Opportunity logging
- Opportunity Pipelines
- Automated Guttometer
- Address Record for Opportunities
Service and Aftersales (Improved)
Notepad and Activity (Improved)
- Improved Notepad
- Pinned Notes
- Urgent Notes
- Notes on Quotes
- Notepad filtering and searches
Products (Improved)
- Pack Sizes
- Product range restrictions by customer
- Product Image support for CRM
- New Product Creation
Emails (Improved)
- Send from own domain
- Save to CRM Add-in for Outlook and Gmail
- CRM Inbox Addresses
- Email Activity tracking
Quoting and Sales (Improved)
- Quicker Quoting
- New Quote to Order Workflow
- New Automation Flows
- Template Quotes
- Drag & Drop CSV/Excel Quote Line creation
- Direct Order Entry
- Quote Pipelines
- Split Quote lines by date
- Automatic confirmation emails
- Improved Quote Tables
Customisation (Improved)
Magic Matrix (New)
- Magic Matrix Dashboard
- Automatic Magic Matrix updates
- Product Category and Opportunity performance
Product Images and Library (New)
- New file Library inside the CRM
- Automatic library files on emails
- Automatic Product file in documents
Integrations (New)
Reporting & Analytics (Improved)
- Report Builder
- Detailed Customer Analysis
- Search within Lists & Reports
- Record Tagging
- X but not Y reporting
- Aged Receivables (ERP dependent)
- Order and Invoice Reporting
User Management (Improved)
- Overhauled User Management UI
- Improved User permissions and reporting
- Personal Access Tokens
Document and Document Templates (Improved)
- Improved Email Editor and sending UI
- Word Template Add-in
- Faster Template Creation and version tracked Templates
- Pin Documents
- Drag and drop upload
- Conditional Search & Replace codes
The Growth Engine (New)
- The Growth Engine
- Industry Benchmarks
- Growth Strategies
- In depth business metrics and analysis
- Infrastructure and Security
- One live database, no replication needed
- Cloud based
- Azure and AWS
- Improved Data & Document Storage on Microsoft Azure
- Single Sign-on
- Webhooks
All-new CMS
Cleaner, More Intuitive Web-based User Interface
- Web based user interface with inline editing and ribbon bar
Make your Website More Intelligent
- Use custom error pages
- Use security zones to easily restrict pages from specific types of users
New Plugins
- Rewritten news and articles plugin with search facility
Different User Types with Publishing Rights
- When testing out new content you can use the checkout feature to make sure no one else accidentally makes unwanted changes
- Users can be configured to request administrators to approve changes before publishing
- Changes can be discarded
Brand New Product Manager
- Web based user interface
Improved File Manager
- Easily upload files by dragging and dropping them into the file manager
Publish (& Rollback) Changes Easily
- Complete version history for all content changes (including templates)
Manage your Content More Easily
- Syntax highlighting for code
- Rewritten text editor for adding content
- Use site wide variables to quickly update recurring information such as company number from one place
- See where content is linked, and easily unlink them
- Adding new pages is much easier with content sets - these allow you to add content that appears site wide
- The ability to change template layouts for existing pages
Build your Website in Minutes
- Use the site gallery to build your website using one of our templates
Complete Traceability
- Clearly see which user edited a piece of content and when they made the change
Anywhere, Anytime on the Cloud
Cloud Hosted, Not On-premise Network
- Accessible from anywhere on any device with an internet connection
- Ultra-resilient and higher up-time
- Massive savings by not having to host the solution on your own network
- No more ongoing server replacement costs
- No more ongoing network management and maintenance costs
- The modern way to access powerful business solutions
Better Management of Users & Configuration
- Use the Admin Portal to manage your users, administration tables, import data and more
Built Around Trust
- We’re proud to be ISO 27001 accredited
- End-to-end encryption
- We use Microsoft Azure & Amazon data centres that implement the highest levels of data security
- Microsoft has adopted ISO 27018, the international cloud privacy standard, and conforms to the latest EU privacy laws
- We have at least two working copies of your data as well as backups in a physically separate datacentre
- Our security certificates are provided by the second largest certificate authority in the world.
- We offer High Assurance Certificates, EV certificates (with “the green bar”) and 256-bit encryption with a 2048-bit key
More Ways to Speak to Us & Get Support
- Get your usage queries resolved more quickly by using our Interactive Help features in our new platform
- Ask us anything on our Live chat with us on our new platform or our website
- Using the Ideas portal to suggest ideas to improve the platform. All of the ideas logged here get reviewed by our development team to see if they should be included in the next release! You can also vote up other people’s ideas that you like, and track the progression of them to see if they get shipped
Web APIs for Custom Integration
- .Net APIs (visual and non-visual)
- OData API for querying and updating data
- We can build custom APIs with built-in security for you to use