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
    12 Reviews
    5 star
    (92%)
    4 star
    (0%)
    3 star
    (0%)
    2 star
    (8%)
    1 star
    (0%)
    DR
    Dan Roberts
    Posted

    Awesome CRM

    The Prospect CRM Team are always helpful and enthusiastic and pleasant to deal with, they set the standard when it comes to support. The CRM gives the flexibility and customization we were looking for, this may put some people off but the support team can help. We use it alongside Unleashed Inventory management and Xero. The CRM allows for multiple sales pipelines which is what the business needed. Since having it we have improved our lead conversation rate, reduced admin time and improved our sales process reporting. They also have a suggestion portal where you can suggest ideas and vote on ideas for future developments. There are the UK No1 CRM.
    MC
    Martin Critchley
    Posted

    Absolutely Perfect

    From the very moment of downloading the free trail to signing up the whole experience is top class. I really respected and appreciated the fact that you can't subscribe until you have had an overview capability presentation to make sure that it fits your requirements. In my case Jak gave a really great presentation and left me with no unanswered questions or hesitations. In my case the business is an perfect fit and the integration into XERO is seamless. Off all the CRM's I had reviewed this really is the UK's No. 1
    AF
    Admin FP
    Posted

    Not for everybody

    We have found the Prospect CRM team to be enthusiastic and helpful. The platform itself I found complicated to set up and (previously using Unleashed Inventory Management Software and Xero) several tasks now take longer to complete. For example, it is not possible to download a quote directly as a PDF. Managing inventory in the event of duplications (if a product code is changed in Unleashed) is extremely difficult. At times the software feels a bit buggy and slow to respond. This has resulted in us using Xero and Unleashed directly, which in turn makes the reports in Prospect less accurate.
    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 walkthroughIntegration walkthroughhelp@prospectsoft.com

    Contact

    +44 (0)330 0880 365

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