Prospect CRM

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CRM and Pegasus Opera Integration

Optimise Quote-to-Order Workflow

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.

Take More Orders

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.

Two-Way Sync

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.

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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.

Grow your business with CRM Integrated to Pegasus Opera

Benefit

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.

Benefit

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.

Benefit

Missing Order Alerts

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.

Benefit

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.

Benefit

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.

Benefit

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

Pegasus Opera Software is an award-winning supplier of accounting software and payroll software with over 30 years experience.
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.
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!
Our Pegasus Opera integration is simple & easy to setup! Just follow these simple steps.

Trusted by wholesale businesses worldwide

Join the ranks of hundreds of businesses that have successfully transformed their operational efficiency by connecting Pegasus Opera with Prospect CRM!

No credit card required