Prospect CRM can help your business
Sell products and/or services
- Get and keep customers or clients
- Generate a quote or proposal
Manage operations
- Manage customer or client relationships
Reporting
- Internal reporting (not for compliance purposes)
Help and advice for business
- Business insights
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.
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
Getting started
Take a no obligation Free Trial and set-up integration to your Xero to get instant real-life data and customer intelligence insights to help you sell more.
