Audience
Wholesalers, distributors, and manufacturers
About Prospect CRM
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.
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** MARKETING **
• SEO
• Paid ads
• Google Business Profile
• Website
** SALES **
• Scheduling
• Lead tracking
• Boards
• Custom sales workflows
• Sales automation
** PRODUCTION **
• Production boards
• Custom job workflows
• Production automation
• Notes
• Tasks
• Material ordering directly from Beacon PRO+ and Roof Hub by SRS.
• Work orders
• Subcontractors
• Reports
** BILLING **
• Invoicing
• JN Payments
• Text-to-Pay
• Financing
• QuickBooks 2-way sync
** COMMUNICATION **
• Engage texting
• Email
• Caller ID
• @mentions
• Job share
• Notification center
With all this, your whole team will be equipped with the best all-in-one roofing app.
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Now Commerce
Now Commerce is a web-based B2B eCommerce portal with built-in QuickBooks integration. It allows wholesalers, manufacturers, and distributors to manage orders from their wholesale accounts and other B2B customers from a single web-based dashboard.
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Modules can be used standalone or combined to create a custom B2B eCommerce solution for your business.
The B2B CUSTOMER PORTAL enables your wholesale accounts and other B2B customers to enter orders online through your branded portal.
The SALES REP PORTAL lets your sales reps enter orders online for their assigned accounts and provide customer service from anywhere.
The SHIPMENTS MANAGER sends shipment requests from QuickBooks to your 3PL provider or in-house shipping software and records confirmations of completed shipments.
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HubSpot CRM
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HubSpot's Customer Platform is not just a tool; it's the heartbeat of your business. Designed with passion and precision, HubSpot's Smart CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your customers by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot's CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. The platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot's Customer Platform includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.
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Pricing
Starting Price:
£22.50 per month
Free Trial:
Free Trial available.
Integrations
Company Information
ProspectSoft
Founded: 2002
United Kingdom
www.prospectsoft.com
Videos and Screen Captures
Other Useful Business Software
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Product Details
Platforms Supported
Cloud
Windows
Mac
Training
Documentation
Live Online
Webinars
Videos
Support
Phone Support
24/7 Live Support
Online
Prospect CRM Frequently Asked Questions
Q: What kinds of users and organization types does Prospect CRM work with?
Prospect CRM works with these users and organization types: Mid Size Business, Small Business, and Startup.
Q: What languages does Prospect CRM support in their product?
Prospect CRM supports these languages: English.
Q: What kind of support options does Prospect CRM offer?
Prospect CRM offers support via phone support, 24/7 live support, and online.
Q: What other applications or services does Prospect CRM integrate with?
Prospect CRM integrates with: Spotler, DEAR Inventory, Exchequer, Gmail, Intercom, Katana Cloud Inventory, Mailchimp, 3CX, Sage 50, Stripe, QuickBooks Commerce, Unleashed, Voyced, and Xero.
Q: What type of training does Prospect CRM provide?
Prospect CRM provides training in the form of documentation, live online, webinars, and videos.
Q: Does Prospect CRM offer a free trial?
Yes, Prospect CRM offers a free trial.
Q: How much does Prospect CRM cost?
Pricing for Prospect CRM starts at £22.50 per month.
Q: What pricing for support is available for Prospect CRM?
Prospect CRM offers support included with purchase.
Prospect CRM Product Features
CRM
Calendar/Reminder System
Supported
Call Logging
Supported
Document Storage
Supported
Email Marketing
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
Internal Chat Integration
Not Supported
Construction CRM
Contract Management
Supported
Forecasting
Supported
Project Management
Supported
Quote Management
Supported
Sales Management
Supported
Client Tracking
Not Supported
Scheduling
Not Supported
Time Management
Not Supported
Distribution
Order Management
Supported
Sales Forecasting
Supported
Barcoding / RFID
Not Supported
Import / Export Management
Not Supported
Inventory Management
Not Supported
Purchasing
Not Supported
Returns Management
Not Supported
Shipping Management
Not Supported
Warehouse Management
Not Supported
Manufacturing
Accounting Integration
Supported
Purchase Order Management
Supported
Quotes/Estimates
Supported
Reporting/Analytics
Supported
ERP
Not Supported
MES
Not Supported
MRP
Not Supported
Maintenance Management
Not Supported
Quality Management
Not Supported
Safety Management
Not Supported
Shipping Management
Not Supported
Sales Tracking
Activity Dashboard
Supported
Alerts / Notifications
Supported
Call Logging
Supported
Comments / Notes
Supported
Custom Reports
Supported
Document Management
Supported
Email Templates
Supported
Interaction Tracking
Supported
Lead Management
Supported
Pipeline Management
Supported
Reporting / Analytics
Supported
Task Management
Supported
Appointment Scheduling
Not Supported
Lead Scoring
Not Supported
