Prospect CRM

    4.81 out of 5 stars
    The #1 Stock-Aware CRM platform for Xero. Prospect CRM is perfect for growing Wholesalers, Distributors & Manufacturers

    Overview

    Prospect CRM's market-leading integration to Xero gives your Sales, Marketing and Customer Service teams clear visibility of customers, stock & inventory, current orders and sales history...in the office, at home or out on the road. Two-way integration means your whole team is always fully up-to-date.

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    Prospect CRM + Xero

    By integrating Xero to Prospect CRM, your Sales teams will know which products a customer buys, and what’s available today, tomorrow & next week, meaning they can sell the right product, at the right time, to the right customers – improving stock management, enhancing customer service and maximising sales success. With Prospect, you can manage customers and prospects, track sales opportunities, produce quotations and build orders using all your Xero information, ultimately confirming orders directly into Xero with a click of a button. Please see here for full details

    Reviews & ratings

    4.8 out of 5 stars
    16 Reviews
    5 star(94%)
    4 star(0%)
    3 star(0%)
    2 star(6%)
    1 star(0%)
    AB
    Andy Bray
    Posted
    5 out of 5 stars

    very helpful team

    we were in need of a new CRM and this works well for new opportunity and customer problem solving as well as tracking stock. Customer service are very helpful throughout
    MS
    Michael Shier
    Posted
    5 out of 5 stars

    Small Business CRM

    ProspectSoft was our third attempt at CRM and by far our most successful. We feel this was due to the onboarding process which I would highly recommend. There attention to detail to get it set up so that it worked for us was key. We now have our/there training videos on our Intranet to keep referring too.
    LS
    Laura Sieczkowski
    Posted
    5 out of 5 stars

    Exceptional CRM and Service

    We can't recommend this CRM or the Prospect Team highly enough. Outstanding support right through the entire setup process, and even since while we learn the system itself. We are really impressed with what the CRM can offer us as a small business, to improve our customer relationships and drive increased sales.
    Additional info

    App details

    Added in 2018

    Countries

    Australia, Canada, Global, Hong Kong, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

    Languages

    English

    Support

    Setup walkthroughContact supporthelp@prospectsoft.com

    Contact

    0330 0880 365

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    Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.