Prospect CRM

Prospect CRM is a stock-aware CRM and B2B eCommerce platform for wholesale, distributor and manufacturing businesses that sell products from stock. It addresses the problem of disjointed systems and outdated stock data by connecting sales, service, customer and inventory information in one place, giving sales teams current stock levels, product specifications, pricing, credit limits and sales history when quoting and selling.

Key capabilities include stock-aware CRM, quoting software, opportunity and problem tracking, order processing, missing orders reporting, end-to-end reporting, customer segmentation (RFM), landing pages and web enquiry forms, plus a B2B trade portal and eCommerce integrations. It offers native integrations with accounting and inventory systems such as Unleashed, Xero, QuickBooks Commerce, DEAR Inventory, Cin7, Sage 50, Access Dimensions, Exchequer, Pegasus Opera and SAP, alongside marketing tools (Mailchimp, Klaviyo, Spotler), Stripe payments, Microsoft Office, Power BI, Gmail, Zapier and Access Analytics. The platform is hosted on Microsoft Azure with ISO 27001 accreditation, encryption, SSO and MFA.

It is aimed at SME B2B product businesses and is available as a SaaS platform with a free trial, including a 14-day trial with no credit card required, and an integrated demo option that uses a company's own data.