Prospect CRM

98 reviews

Prospect CRM is a stock-aware customer relationship management (CRM) solution designed specifically for B2B wholesalers, distributors, and manufacturers. It helps product-based businesses manage customer relationships, quote accurately using live inventory data, and streamline sales and service operations. As part of the ERP division at The Access Group, Prospect CRM integrates seamlessly with inventory and accounting platforms such as Unleashed, Katana, Cin7 Omni/Core, Xero, QuickBooks Online, Access Dimensions, Sage 50, Exchequer, and Pegasus Opera. These integrations ensures that sales teams have real-time access to stock levels, pricing, and customer history—enabling smarter decisions and faster workflows. Prospect CRM is used by thousands of SMEs worldwide to improve customer retention, increase sales efficiency, and maximise customer lifetime value. It combines traditional CRM capabilities—such as lead tracking, sales pipelines, and customer service—with features tailored to the realities of selling physical products B2B. Key Features & Benefits: Stock-Aware Quoting – Quote only on available stock with live inventory data pulled from your back-office systems. Built-in Dashboards & Reporting – Visual analytics help teams monitor performance and uncover opportunities. RFM Customer Analysis – Segment customers based on recency, frequency, and monetary value to drive targeted sales efforts. Quick Order Entry – Streamline the quoting and ordering process with fast, intuitive workflows. Team Collaboration Tools – Improve internal communication and coordination across sales and support teams. Why Customers Choose Prospect CRM: Exceptional Customer Support – Mentioned in over 120 reviews, support is consistently rated as responsive and knowledgeable. User-Friendly Interface – Designed for non-technical users, praised for being “simple to navigate.” Seamless Integrations – Customers describe integrations “like a hand in a glove,” especially with platforms like Unleashed and Xero. First-Class Onboarding – Setup and training processes are frequently highlighted as smooth and supportive. Prospect CRM is ideal for B2B product businesses looking to align their sales and service teams with real-time inventory and customer data—helping them sell more, in less time, every time.