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.
The Official CRM for Powerful Unleashed Integrations
A tech stack designed to help B2B wholesaler, manufacturer, and distributor businesses manage sales and operations in a single system.
Prospect CRM Webinars - exclusively for Unleashed Customers
Live for EMEA, AMER & APAC Unleashed customers // Book your place here
Unified CRM and Inventory Management Software
Better Customer Service
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.
Accurate Stock Control
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.
Quick Order Processing
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.
Prospect CRM x Unleashed
Two leading, best-of-breed products from The Access Group - perfect for B2B Wholesalers, Distributors & Manufacturers!
On-demand Unleashed + Prospect CRM Webinars
Why Prospect CRM?
Precise demand forecasting
Unleashed provides insights from historical inventory trends, while Prospect CRM integrates customer bahaviour and sales pipeline information, allowing for a more accurate and holistic forecast.
Faster sales cycle
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.
Centralise reporting data
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.
Customer Success Stories
How it Works
Watch this brief overview of how Prospect CRM and Unleashed work together once integrated
Grow your business with CRM Integrated to Unleashed
Strategise Lead Generation
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.
Increased Average Order Value
Higher Order Frequency
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.
Retain More Customers
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.
Optimised Sales & Marketing Strategies
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.
Product Lifecycle Management
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.
FAQs
What is Unleashed?
Unleashed is a cloud-based inventory management software for small and mid-size retailers and wholesalers.
Why is Prospect the official CRM for Unleashed?
CRM and Inventory Management Software integrated unlocks a new level of business productivity and control. Since we first integrated to Unleashed, the Unleashed team have recommended Prospect CRM all the time to their customers because of our tight integration and focus on offering a CRM for B2B product businesses. We’ve now welcomed hundreds of Unleashed customers, and since joining The Access Group alongside Unleashed, we now share more customers than ever before.
How much does Prospect CRM cost?
After your 14-day, Unleashed-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.
Is there any training/onboarding available?
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!
How do I integrate my Prospect CRM trial to Unleashed?
It's easy! Just follow these simple steps.
How long does the import take to run?
It completely depends on the amount of data in your Unleashed system – the more data you have, the longer it will take. This could be anything from a few minutes to a few hours.
Do you have any recommendations for ensuring our Unleashed is set up in the best way for Prospect CRM?
We have a few hints & tips here on how to optimise the setup of your customers and products in Unleashed.
Other Prospect CRM Inventory & Manufacturing Integrations
Cin7 Core Inventory & Order Management Software
Learn more about Cin7 Core integrated to CRM
Cin7 Omni Inventory Management Software
Learn more about Cin7 Omni integrated to CRM
Katana Cloud Inventory Software
Learn more about Katana integrated to CRM