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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"This is f$&%ing awesome!" - Dave R.
** 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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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
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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
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
