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
Prospect CRM and Xero provide a unified platform for sales and finance management, simplifying workflows and boosting productivity.
Enable seamless data flow between sales and accounting to reduce manual entry and error. Xero and CRM integration lets Sales teams create quick quotes which can be instantly converted into orders and invoices.
Process orders more efficiently by automating key steps in the sales process. Sales teams have instant access to customer and product data, allowing them to take orders without switching between systems. Streamline order conversions and progress sales quickly through the pipeline.
With the best CRM for Xero, changes made in one platform are automatically reflected in the other with real-time data synchronisation. Xero CRM integration enables Sales and Finance teams to work from the same accurate information for smooth order management.
The Stock-Aware Xero CRM system enables customer-facing teams to leverage key features like RFM Segmentation and Web Enquiry forms that capture lead and customer data that can be analysed and converted into valuable insights to promote customer loyalty.
With Xero CRM integrations like Prospect CRM, teams gain real-time access to customer data, including orders, invoices, and payment statuses. This integration empowers businesses to seize cross-selling and upselling opportunities as well as uncover new revenue channels, all while improving efficiency and financial transparency.
When integrated, Prospect CRM and Xero provide a complete view of each customer’s purchasing history, preferences, and interactions, allowing teams to deliver a more personalised service. Automated follow-ups allow for consistent and timely follow-ups to foster strong, long-lasting relationships to improve satisfaction and loyalty.
Of all the CRMs I had reviewed this really is the UK's No. 1. From downloading the Free Trial to signing up, the whole experience is top class. I had a really great presentation to make sure the software fit our requirements, which left me with no unanswered questions or hesitations. The integration into Xero is seamless.
Martin Critchley
MC Components Limited
If you want a CRM to integrate with Xero and a stock management system, Prospect should be top of the list.
Jo Colman
Summerdown Farms
We are really impressed by the features and very user friendly functions. I also love how it integrates with Xero, meaning that we have one source of information and not replicates in many systems.
Adrian Fowler
AlphaGeo Ltd
Allocate resources more effectively by analysing data from both systems to identify leads with a higher potential for long-term value. With lead profiling and financial metrics at your fingertips, you can monitor lead engagement and buying behaviour in real time.
Convert customers quickly and confirm orders across Prospect CRM and Xero with the click of a button. By uniting accounts and sales data, you can guide prospects effortlessly through the opportunity pipeline.
By connecting Xero to Prospect CRM, Sales and customer-facing teams get key insights to effortlessly increase average order value and frequency for each customer. Prospect CRM brings your wholesale products to life with upsell, cross-sell & must-sell capabilities.
By centralising customer, order, and financial data, teams can quickly identify discrepancies, track product performance, and resolve invoicing or payment issues without digging through multiple systems.
Xero and Prospect CRM work together to foster better collaboration between accounting and sales by sharing access to accurate data across both platforms. From quoting to problem resolution, all departments stay connected.
Pool together a comprehensive dataset that allows you to analyse trends and identify profitable opportunities. Make informed decisions and develop targeted strategies with deeper insights into customer purchasing patterns, financial health, and revenue optimisation.