Data-Enriched Lead Scoring
With integrated financial insights from QuickBooks Online, Prospect CRM can help prioritise leads based on potential revenue and historical financial interactions, enabling sales teams to focus on high-value prospects.
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
See your orders, invoices and expenses flow into your accounting software with Prospect CRM for QuickBooks Online and grow your business from day one
Customer information, sales history, and transaction details are automatically synced between QuickBooks Online and Prospect CRM, reducing manual data entry and minimising errors.
Quick access to up-to-date invoices and payment statuses allows teams to monitor cash flow closely and follow up on issues proactively, enabling the systems to support finance teams in collecting and processing payments.
Eliminate repetitive data entry when you integrate Prospect CRM with QuickBooks Online, saving time for both Sales and Finance teams and reducing the likelihood of data entry errors.
Store all data from sales to accounting against the correct company and contact to keep real-time track of your transaction history and order status. Build rich insights, reports, and analytics that utilise the integration data to highlight strengths and weaknesses across your operations.
Empower Finance teams with data-driven forecasts that reflect current sales trends and pipelines with integrated software that provides a consolidated view of sales, expenses, and revenue. Further improve your reporting with integrated inventory management to enhance visibility across all departments.
With centralised, real-time data at your fingertips, you’ll be able to identify your most profitable customers and what they have in common. Use this knowledge in your marketing and sales strategies to identify your ICP (Ideal Customer Profile), allowing you to find and retain more loyal customers and power sustainable, repeatable, and predictable growth.
We liked the ability to integrate this CRM with our inventory system, email system and accounting system (QuickBooks Online). We love the ability to customise the platform to make it work for our unique terminology and process. The entire team has been tremendously helpful and I would highly recommend.
Devin Becker
Becker First Responder Co.
Prospect CRM helps segment your customers, alert you to trends (or lack thereof), integrates very well with QuickBooks and Mailchimp. It is easy to use, customise, and integrate. If you are a wholesaler, distributor, or manufacturer and you use QuickBooks, this is your CRM.
Austin Cordle
Hps1source
Being new to the CRM game, we were looking for something that integrated with our QuickBooks. Prospect CRM fits the bill and the service and support has been great.
Matt Wochna
Roll: Bicycle Company LLC
With integrated financial insights from QuickBooks Online, Prospect CRM can help prioritise leads based on potential revenue and historical financial interactions, enabling sales teams to focus on high-value prospects.
Orders placed in Prospect CRM automatically sync to QuickBooks Online, ensuring that finance and fulfillment teams can carry our efficient order handoff. QuickBooks CRM software allows Sales teams to set realistic expectation using the data sync and avoid overselling.
Watch new customer information flow seamlessly from Prospect CRM to QuickBooks Online, allowing accounting to set up accounts faster and provide accurate billing throughout the relationship with loyal clients.
Using data from QuickBooks Online on past purchases and payment history, customer-facing teams using Prospect CRM integrated to the accounting software can better assist customers with billing or product-related inquiries, improving support quality.
Centralised customer data in Prospect CRM, automatically updated with new accounts, new orders and new invoices from QuickBooks Online, means your whole team has a clearer picture of what's happening with each customer and who's doing what.
QuickBooks Online integration enables detailed tracking of the customer’s lifecycle, helping teams analyse patterns from lead to loyal customer. Guide future product or service enhancements using reliable data that can be measured over a rolling period.