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
Become a Referral Partner on the Prospect CRM Partner Programme and start recommending Stock-Aware CRM to your clients. Or, join our app ecosystem and integrate your SaaS application to our platform.
Once you’ve joined as a Referral Partner, earn 15% commission* for every successful referral!
Prospect CRM, alongside certified integration partners like Unleashed and Xero, collectively form the ultimate tech stack for B2B product businesses. With air-tight integration to back-office accounting and inventory management systems, Prospect CRM can save your clients hours of time with automation and improve their data management process without manual effort.
Register as a Partner
Our team of experts are on-hand to offer support for both you and your clients during the set-up process, ensuring that all data is centralised, and configurations are functioning as promised. All new Prospect CRM users are set up for success with the help resources they need for round-the-clock guidance and product training.
Register as a Partner
Earn 15% in referral commission* once your clients have successfully subscribed and onboarded, guaranteeing commercial benefits for both you and them.
With Prospect CRM’s onboarding bundled into the subscription, partners can pass along referrals and claim rewards worry-free – leaving all the setup and implementation to us!
Register as a Partner
Our team are ready to help your clients get set up comfortably on Prospect CRM, so there's no training or accreditations to complete for Referral Partners. All you need to do is simply register your interest as a partner, then refer your clients either via the referral form or by encouraging them to take a Prospect CRM using your own partner code or unique trial link.
Our onboarding experience is now included in the subscription, so all referral partners have to do is share their links – we’ll handle the rest!
Join Prospect CRM's app ecosystem by becoming an App Partner. Integrating your SaaS application to the Prospect platform can deliver huge benefits to our clients and yours. If your API provides complementary functionality then we'd love to hear from you and talk about how we can nurture mutual value from our integration.
You can find a full list of our other App Partners here or register your interest.
Unfortunately we aren't taking on new Implementation Partners right now while we restructure this programme.
In the meantime, register your interest to join our trusted network of Referral Partners and start earning commission for clients that subscribe to Prospect CRM.
When you partner with Prospect CRM, you’re partnering with the ERP Division at The Access Group. We create, develop & deliver our SaaS platform, Prospect CRM, to more than 5,000 SME users worldwide and will connect you with one of the leading providers of business management software to small and mid-sized organisations in the UK, Ireland, and Asia Pacific.