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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

4.7
10 Reviews
5 star
(9)
4 star
(0)
3 star
(0)
2 star
(1)
1 star
(0)
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.
CH
Chris Holloway
Posted
We've been using Prospect365 CRM for a few months - it works brilliantly with Xero (as well as other apps) - the hookup was quick and easy, and we're already reaping the benefits. The team at Prospect are quick, polite, friendly, knowledgeable and they took the time to understand our business during the onboarding. Massively recommended!
JJ
Johnny Johnson
Posted
Great CRM software and very easy to use
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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