Prospect CRM

Prospect CRM

ProspectSoft
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+

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About

1Channel Distributor Analytics & Reporting gives distribution businesses 24+ default reports, real-time dashboards, and configurable filters to track orders, revenue, inventory, outstanding payments, scheme utilization, and distributor performance across their network. The main dashboard shows KPIs, sales trend charts, top products, and order status distribution, refreshed in real time with a default 30-day view. Reports can be filtered by warehouse, brand, status, material, and customer, then exported to CSV, with exported reports remaining available in a dedicated Exports section for 7 days of shared, team-wide access. Reports open in a side panel so users can explore data without leaving the current screen. Coverage includes order and revenue analytics, inventory and stock reports down to SKU and batch level, outstanding balance and credit limit utilization tracking, and target achievement analytics across monthly, quarterly, and yearly cycles.

About

The Stock-Aware CRM & eCommerce platform that’s perfect for Wholesalers, Distributors and Manufacturers. Sell more in less time, every time. Be a Prospect Hero. What is Stock-Aware CRM? Wholesalers, Distributors and Manufacturers know that selling physical products B2B involves unique operational challenges, meaning ordinary CRM's fall short. Stock-Aware CRM is different. Prospect is a new type of Stock-Aware CRM that's specifically designed for Wholesalers, Distributors and Manufacturers who sell physical products B2B. Prospect integrates product, inventory and customer sales data, to streamline B2B CRM processes. Your team will save time, increase sales and maximise profits. Prospect combines the best of traditional CRM – Marketing, Sales Pipelines and Customer Service Management – with the reality of selling B2B products – quoting, ordering, inventory management, special pricing, back orders, product information and even contracts, serial numbers and asset tracking.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Distribution and FMCG businesses

Audience

Wholesalers, distributors, and manufacturers

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

£22.50 per month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

1Channel
www.1channel.co

Company Information

ProspectSoft
Founded: 2002
United Kingdom
www.prospectsoft.com

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Categories

Distribution Supported

Categories

Construction CRM Supported
CRM Supported
Distribution Supported
Manufacturing Supported
RFM Analysis Supported
Sales Tracking Supported

Distribution Features

Barcoding / RFID Not Supported
Import / Export Management Not Supported
Inventory Management Not Supported
Order Management Supported
Purchasing Not Supported
Returns Management Not Supported
Sales Forecasting Supported
Shipping Management Not Supported
Warehouse Management Not Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Not Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Supported

Construction CRM Features

Client Tracking Not Supported
Contract Management Supported
Forecasting Supported
Project Management Supported
Quote Management Supported
Sales Management Supported
Scheduling Not Supported
Time Management Not Supported

Manufacturing Features

Accounting Integration Supported
ERP Not Supported
Maintenance Management Not Supported
MES Not Supported
MRP Not Supported
Purchase Order Management Supported
Quality Management Not Supported
Quotes/Estimates Supported
Reporting/Analytics Supported
Safety Management Not Supported
Shipping Management Not Supported

Sales Tracking Features

Activity Dashboard Supported
Alerts / Notifications Supported
Appointment Scheduling Not Supported
Call Logging Supported
Comments / Notes Supported
Custom Reports Supported
Document Management Supported
Email Templates Supported
Interaction Tracking Supported
Lead Management Supported
Lead Scoring Not Supported
Pipeline Management Supported
Reporting / Analytics Supported
Task Management Supported

Integrations

1Channel Sales Force Automation Supported
3CX Not Supported
DEAR Inventory Not Supported
Exchequer Not Supported
Gmail Not Supported
Intercom Not Supported
Katana Cloud Inventory Not Supported
Mailchimp Not Supported
QuickBooks Commerce Not Supported
Sage 50 Not Supported
Spotler Not Supported
Stripe Not Supported
Unleashed Not Supported
Voyced Not Supported
Xero Not Supported

Integrations

1Channel Sales Force Automation Not Supported
3CX Supported
DEAR Inventory Supported
Exchequer Supported
Gmail Supported
Intercom Supported
Katana Cloud Inventory Supported
Mailchimp Supported
QuickBooks Commerce Supported
Sage 50 Supported
Spotler Supported
Stripe Supported
Unleashed Supported
Voyced Supported
Xero Supported
Claim 1Channel Distributor Analytics & Reporting and update features and information
Claim 1Channel Distributor Analytics & Reporting and update features and information
Claim Prospect CRM and update features and information
Claim Prospect CRM and update features and information