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
A tech stack designed to help B2B wholesaler, manufacturer, and distributor businesses manage sales and operations in a single system.
Deliver a first-rate customer experience and help your support team respond more accurately to customer inquiries with real-time access to both customer and inventory data.
The Unleashed CRM integration ensures accurate stock control by synchronising data across both systems. Teams can confidently provide customers with up-to-date product availability, minimising stock discrepancies and reducing risk of stockouts.
Prospect CRM for Unleashed streamlines order management processes by allowing Sales teams to instantly check stock, generate quotes, and confirm orders without delays, ensuring a more efficient order fulfilment strategy.
Two leading, best-of-breed products from The Access Group - perfect for B2B Wholesalers, Distributors & Manufacturers!
On-demand Unleashed + Prospect CRM Webinars
Watch NowUnleashed provides insights from historical inventory trends, while Prospect CRM integrates customer bahaviour and sales pipeline information, allowing for a more accurate and holistic forecast.
Perform bulk actions, view sales margins, and set up follow-up notifications to gain full visibility over opportunities for a more efficient sale. Unleashed and Prospect CRM integrate to save time by reducing manual effort and accelerating the sales process with higher conversion rates.
Combining inventory, sales, and customer data into a single platform, Unleashed and Prospect CRM provide a comprehensive view of business performance. Monitor trends in customer buying patterns and demand to identify pain points in your operations while strategising your sales process.
Prospect is simple, easy to use, and has definitely aided growth in our sales.
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With cloud-based, best-of-breed apps like Prospect CRM & Unleashed, we've seen 20% growth in the last year.
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The day that I had the call with Prospect CRM was amazing - I could see all my data there immediately and thought; this is life changing.
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We've doubled our revenue in the last 12 months since using Prospect integrated to Unleashed.
Read moreWatch this brief overview of how Prospect CRM and Unleashed work together once integrated
Leverage data to identify high-demand products and target the right customer segments. With insights into purchasing trends and stock availability, you can make data-driven decisions that improve conversion rates.
Unlock new opportunities for cross-sell and upsell to tailor your recommendations and drive larger orders to maximise revenue. Incentivise high-value customers to spend more during each transaction using features like the Magic Matrix.
When you pool together key inventory trends and customer insights with Prospect CRM and inventory management software, Unleashed, Sales teams can make proactive and data-driven decisions. Automate order management workflows to effortlessly meet customer needs and nurture more sales in the long run.
Prevent customer churn with Missing Order Alerts and use Batch Tracking to trace problems back to their root for quick resolutions. With Prospect CRM’s Unleashed integration, B2B wholesalers, manufacturers, and distributors can improve satisfaction and build sustainable relationships.
Understand product demand and capture key lead information with Web Enquiry Forms to personalise your marketing efforts. Prospect CRM extracts untapped data from Unleashed that gives customer-facing teams stock awareness to deliver an accurate and positive sales experience to every prospect and customer.
Gain full control over your products with tracking tools that monitor stock from introduction to delivery. Prospect CRM and Unleashed work together to give you full visibility of product performance, promotions, and phase-outs that optimise your supply chain decisions.