About Prospect CRM
Prospect CRM is a comprehensive customer relationship management (CRM) platform designed for wholesalers, distributors, and manufacturers. It streamlines business operations by providing key CRM features such as contact management, email templates, task management, lead pipelines, and quoting. Additionally, users can take orders and initiate back-office processes in the field through a centralized interface.
The Prospect CRM platform also includes an integrated support ticket system, enabling teams to quickly address customer issues in real-time. To keep users informed, Prospect CRM offers insights and updates on statuses, notes, and email conversations in an activity timeline.
The Prospect CRM platform also has an open API, which allows for integration with various third-party applications like Xero, Unleashed Software, QuickBooks Commerce, DEAR Inventory, Cin7, Sage 50, Pegasus Opera, Access Dimensions, Exchequer, SAP, Office 365, Zapier, Zing Respond, Intercom, 3CX and more.
Pricing
Pricing model: Free, Subscription
Start-Up £22.50/m/Price per user
Professional £22.50/m/Price per user
Advanced £45/m/Price per user
Features
- Contact management
- Lead tracking
- Sales forecasting
- Pipelining
- Task management
- Calendar syncing
- Email integration
- Document management
- Customizable dashboards
- Mobile access
- Integration with other tools and apps
- Advanced reporting and analytics
- Collaboration tools
- Role-based access control
- Marketing automation
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Pros and cons
- Improved sales performance
- Increased efficiency and productivity
- Better data organization and analysis
- Easier communication and collaboration
- Enhanced customer relationship management
- Improved forecasting and forecasting ability
- High cost of implementation
- It’s challenging to ensure all data is accurate and up-to-date
- Some users may find it difficult to adapt to the new system
- It can take some time to customize the CRM to fit the specific needs of your organization
- It requires continuous maintenance
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Benefits
- Utilize Sales and Marketing pipelines to acquire new customers
- Easily produce quotes and orders by accessing accounting and inventory data
- Gain a better understanding of customers through detailed sales analysis from your accounting and inventory management system
- Obtain a centralized, 360-degree view of all customers, including those at risk of churning
- Use customer insights and powerful sales analysis to inform and guide decisions for the whole team.
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FAQ
What are the main features of App?
- Contact management
- Contact & company insights
- Company records
- Gmail & Outlook integration
- Deals
- Tasks
- Lead analytics dashboard for marketers
- Forms for marketers
- Contact activity for marketers
- Facebook lead ads for marketers
- Email scheduling for salespeople
- Email tracking notifications for salespeople
- Email templates for salespeople
- Documents for salespeople
- Calling for salespeople
- Meetings for salespeople
- Canned Snippets
What type of pricing plans does App offer?
Starting from: £22.50/m/Price per user Pricing model: Subscription Free Trial: Available
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