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Prospect CRM

By ProspectSoft Ltd
Featured app
4.85 out of 5 stars
 20 reviews
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The #1 Stock-Aware CRM platform for Xero. Prospect CRM is perfect for growing Wholesalers, Distributors & Manufacturers
Rated
4.8
out of 5
Reviewed by
20
Xero users
Featured in
Featured app
collection
Listed for
6 years
November 2018

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
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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

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.

Screenshot 1 for app Prospect CRM

Reviews & ratings

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4.8 out of 5 stars
20 Reviews

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Most recent reviews

AC
Andy Carling
Posted 5 Nov 2024
5 out of 5 stars

Great platform

Prospect is intuitive, simple to use, but like any CRM, it's only as good as the information that you input. The onboarding was excellent, so now I just need to learn how to use all of the amazing features that it includes, so that we can get the best out of it. For anyone thinking about using Prospect, don't hesitate, cos if I can use, then anyone can.
AF
Adrian Fowler
Posted 20 Dec 2022
5 out of 5 stars

really impressed by the features and very user friendly functions

We have just started actively using Prospect CRM and are really impressed by the features and very user friendly functions I also love how it integrates with Xero meaning that we have one source of information and not replicates in many systems. Overall, very impressed and highly recommend it
One person found this review helpful.
MC
Martin Cable
Posted 8 Nov 2022
5 out of 5 stars

Prospect CRM Review

We have just started configuring Prospect CRM and are really impressed by the number of features and the amount of information we can get from a few reports and we think this is just the tip of the iceberg! I also love how it integrates with Unleashed meaning that we have one source of information and not replicates in many systems. We have worked with Patrick on the implementation who is very knowledgeable and patient while we are understanding the system. Overall, very impressive and i would recommend it to anyone who is looking to understand their customers.
View all reviews

Additional info

Functions

CRMInventory

Industries

AccountingManufacturing

App details

By ProspectSoft Ltd
Added in 2018

Countries

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

Languages

English

Support

Setup walkthroughContact supporthelp@prospectsoft.com

Contact

0330 0880 365

Follow

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Get started with Prospect CRM

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