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Prospect CRM

Prospect CRM offers Stock-Aware CRM functionalities that assist B2B product companies in achieving their sales goals through the integration of sales and invent...

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Prospect CRM offers Stock-Aware CRM functionalities that assist B2B product companies in achieving their sales goals through the integration of sales and invent...

Watch Demo Get Pricing
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Product Overview

Prospect CRM offers Stock-Aware CRM functionalities that assist B2B product companies in achieving their sales goals through the integration of sales and inventory information. While certain features may require a bit of a learning curve, the robust tools designed to enhance customer lifetime value, along with their attentive support, position it as a strong candidate for improving operational efficiency.

Product Details

What Is Prospect CRM?

Prospect CRM is a tailored customer relationship management (CRM) solution designed specifically for B2B wholesalers, distributors, and manufacturers focused on physical goods. It addresses the frequent issue of fragmented data through its innovative Stock-Aware CRM architecture. With essential features such as real-time inventory tracking, automated customer segmentation using RFM Analysis, and data-driven quoting, this platform empowers businesses to avoid stockouts, engage the right clientele, and enhance sales effectiveness.

Prospect CRM Pricing

This software provides a tiered pricing structure with an annual contract option to accommodate varying user needs, including a free trial. The pricing plans are as follows:

  • Start-Up CRM: Starting at $210 (supports up to 4 users)

  • Professional CRM: Starting at $421 (supports up to 4 users, $77/additional user/month)

  • Advanced CRM: Starting at $2,327 (supports up to 15 users, $138/additional user/month)

Contact us for a customized Prospect CRM pricing quote tailored to your business.

Please note that pricing may change.

Prospect CRM Integrations

The platform offers integration with several third-party applications, including:

  • Mailchimp Software

  • Stripe

  • Zapier Software

  • Office 365

  • Power BI

Check out the Prospect CRM demo for more insights into its integration capabilities.

Who Is Prospect CRM For?

This solution is ideal for businesses across various sectors, such as:

  • Healthcare

  • Beauty

  • Construction Suppliers

  • Food and Beverage

  • Lab and Medical Equipment

  • Clothing and Accessories

Is Prospect CRM Right For You?

If you are a B2B seller dealing with fragmented sales and inventory information that results in inaccurate quotes and diminished customer trust, then Prospect CRM presents a viable solution to these fundamental issues.

The platform's inherently scalable framework provides tiered plans that facilitate growth from small startups to larger, more intricate organizations. With ISO certification, this software prioritizes data-driven insights to help businesses optimize customer lifetime value and support enduring B2B operations.

If you're still uncertain whether Prospect CRM is suitable for your needs, feel free to reach out to our customer support team at info@softwareseekers.com for additional assistance.

CRM Software Features

✘ security
✘ training
✘ dashboard
✘ invoicing
✘ reporting
✘ timeclock
✘ mobile app
✘ mobile crm
✘ purchasing
✘ online help
✘ ai analytics
✘ audit trails
✘ chatgpt said
✘ integrations
✘ lead routing
✘ sales orders
✘ client portal
✘ hr compliance
✘ insurance crm
✘ time tracking
✘ crm for retail
✘ healthcare crm
✘ mobile crm app
✘ sales pipeline
✘ sales tracking
✘ tax management
✘ budget tracking
✘ case management
✘ crm for coaches
✘ crm for outlook
✘ crm integration
✘ deployment type
✘ email marketing
✘ lead generation
✔ lead management
✘ market position
✘ task management
✘ accounts payable
✘ crm for facebook
✘ crm for startups
✘ customer support
✘ distribution crm
✘ donor management
✘ event management
✘ expense tracking
✘ fundraising tool
✘ grant management
✘ sales automation
✘ activity tracking
✘ budget management
✘ crm for b2b sales
✘ crm for education
✘ crm for marketing
✘ donation tracking
✔ email integration
✘ fundraising tools
✘ project templates
✔ sales forecasting
✘ vendor management
✘ activity dashboard
✔ contact management
✘ content management
✘ crm for healthcare
✘ crm for nonprofits
✘ financial tracking
✘ hotel crm software
✘ invoice management
✘ payment processing
✘ payroll processing
✘ project scheduling
✘ route optimization
✘ accounts receivable
✘ alertsnotifications
✘ analytics reporting
✘ automated workflows
✘ bank reconciliation
✘ campaign management
✘ collaboration tools
✘ contract management
✘ crm for consultants
✘ crm for contractors
✘ crm for field sales
✘ crm for freelancers
✘ crm for hospitality
✘ crm for real estate
✘ crm for restaurants
✘ crm for sales teams
✘ crm for wholesalers
✘ customer management
✘ document management
✘ employee management
✘ employee onboarding
✘ financial reporting
✘ marketing campaigns
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✘ reporting analytics
✘ resource allocation
✔ workflow automation
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✘ inventory management
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✘ marketing automation
✘ merchandise transfer
✘ multichannel support
✘ performance tracking
✘ quotation management
✘ volunteer management
✘ warehouse management
✘ compliance management
✘ crm for loan officers
✔ customer segmentation
✘ membership management
✘ mortgage crm software
✘ multi channel support
✘ productivity tracking
✘ safety and compliance
✘ crm for digital agency
✘ crm for small business
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✘ multi currency support
✔ opportunity management
✘ performance management
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✘ analytics and reporting
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✔ customer servicesupport
✘ customizable dashboards
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✘ registration management
✘ reporting and analytics
✘ sales pipeline tracking
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✘ social media management
✘ alerts and notifications
✘ communication management
✘ crm for event management
✘ crm for insurance agents
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✘ crm for rental companies
✘ customer service support
✔ deal pipeline management
✘ multi channel management
✘ omnichannel crm software
✘ social media integration
✘ task activity management
✘ training and development
✘ automated purchase orders
✘ budgeting and forecasting
✘ crm for equipment dealers
✘ crm for insurance brokers
✘ crm for service providers
✘ customer service software
✘ customizable hr workflows
✘ email integration implied
✘ mobile crm mobile crm app
✘ sales pipeline management
✘ ai integrated crm solution
✘ crm for content management
✘ crm for financial advisors
✘ crm for financial services
✘ crm for logistics industry
✘ crm for outside sales reps
✘ crm for project management
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✘ customer support ticketing
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✘ crm for political campaigns
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✘ customer engagement platform
✘ employee database management
✘ task and activity management
✘ task assignment and tracking
✘ time and attendance tracking
✘ crm for professional services
✘ customer feedback and surveys
✘ investorcustomer segmentation
✘ crm for manufacturing business
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✔ customer communication tracking
✘ employee information management
✘ project planning and scheduling
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✘ sales forecasting via analytics
✘ appointment managementscheduling
✘ crm for digital marketing agency
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✘ delivery planning and scheduling
✘ integration with marketing tools
✘ integration with thirdparty apps
✘ mobile crm implied mobile access
✘ crm software for accounting firms
✘ email integration email marketing
✘ integration with third party apps
✘ cloud based crm for small business
✘ mobile crm analytics and reporting
✘ recruitment and applicant tracking
✘ task management alertsnotifications
✘ customer relationship management crm
✘ opportunity deal pipeline management
✘ workflow automationautomated workflows
✘ sales pipeline deal pipeline management
✘ workflow automation automated workflows
✘ social media integration via integration
✘ sales forecasting pipeline value tracking
✘ crm for offices and public administrations
✘ multi channel support email sms whatsapp chat
✘ analytics and reportingreporting and analytics
✘ analytics and reporting reporting and analytics
✘ casesupport ticketing customer support ticketing
✘ deal pipeline management sales pipeline tracking
✘ social media integration lead capture from social channels

Pros

  • ✔ Strong onboarding
  • ✔ Robust analytics capabilities
  • ✔ Optimized for repeat customer business

Cons

  • ✘ Dashboard customization can be limited at times
  • ✘ UI can be improved

Price

Professional

Custom

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Ratings

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Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

Yes, Prospect CRM offers an API.

The software offers tiered pricing plans: Start-up CRM from $210/month for 4 users, Professional CRM from $421/month for 4 users ($77/additional user/month), and Advanced CRM from $2,327/month for 15 users ($138/additional user/month). Prospect CRM also comes with a free trial. Contact us to request a personalized Prospect CRM cost quote based on your institution's requirements.

Prospect CRM is suitable for businesses across various industries, including healthcare, beauty, construction supply, food and beverage, lab and medical equipment, and clothing and accessories.

No, Prospect CRM does not offer a mobile app.

The software supports English only.

The software provides support via email, online chat, guides, etc.

The platform integrates with various third-party applications, including Mailchimp, Stripe, Zapier, Office 365, and Power BI.