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Prospect CRM

4.83 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.

Explore all features of Prospect CRM
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

Reviews & ratings

4.8 out of 5 stars
18 Reviews
5 star(94%)
4 star(0%)
3 star(0%)
2 star(6%)
1 star(0%)
MC
Martin Cable
Posted
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.
JC
Jo COLMAN
Posted
5 out of 5 stars

Fantastic CRM

If you want a CRM to integrate with Xero and a stock management system, Prospect should be top of the list
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

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.