Overview
Prospect CRM provides Stock-Aware CRM capabilities, helping B2B product businesses achieve sales success by integrating inventory and sales data. Although some of the features can be more intuitive, its powerful tools for increasing customer lifetime value and responsive support make it a compelling choice for operational efficiency.
Prospect CRM Specifications
Contact Management
Lead Management
Opportunity Management
Sales Forecasting
What Is Prospect CRM?
Prospect CRM is a specialized customer relationship management (CRM) platform engineered for B2B wholesalers, distributors, and manufacturers that sell physical products. It solves the common challenge of disconnected data by delivering a unique Stock-Aware CRM framework. Key features like real-time inventory visibility, automated customer segmentation (RFM Analysis), and data-driven quoting empower businesses to prevent stockouts, target the right customers, and ultimately increase sales efficiency.
Prospect CRM Pricing
The software offers a tiered pricing plan with an annual contract to support users’ preferences and needs, including a free trial The plans are as follows:
- Start-Up CRM: From $210 (supports up to 4 users)
- Professional CRM: From $421 (supports up to 4 users, $77/additional user/month)
- Advanced CRM: From $2,327 (supports up to 15 users, $138/additional user/month)
Disclaimer: The pricing is subject to change.
Prospect CRM Integrations
The platform integrates with a number of third-party applications, such as:
- Mailchimp Software
- Stripe
- Zapier Software
- Office 365
- Power BI
Who Is Prospect CRM For?
Prospect CRM is suitable for businesses of various sizes and niches, which include:
- Healthcare
- Beauty
- Suppliers to construction
- Food and beverage
- Lab and medical equipment
- Clothing and accessories
Is Prospect CRM Right For You?
If a B2B product seller is struggling with disconnected sales and inventory data, leading to inaccurate quotes and lost customer trust, Prospect CRM offers a solution to this core problem.
With an inherently scalable design, Prospect CRM offers tiered plans that support growth from small startups to larger, more complex enterprises. ISO certified, the software emphasizes data-driven insights to help businesses maximize customer lifetime value and support sustainable B2B operations.
Still doubtful if Prospect CRM software is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Prospect CRM Features
Among the core Prospect CRM features, this capability provides sales teams with real-time visibility of stock levels, product data, and pricing directly within the CRM. It eliminates the risk of selling out-of-stock items and ensures accurate quoting. By connecting back-office inventory data with front-office sales activities, it streamlines the entire quote-to-order process for B2B product businesses, boosting efficiency and customer trust.
The system automatically analyzes customer order Recency, Frequency, and Monetary value to segment the client base into actionable groups. This data-driven approach enables highly targeted marketing campaigns and proactive account management, allowing businesses to focus efforts on their most valuable or at-risk customers to improve retention rates and drive repeat business with personalized communication.
This proactive tool intelligently monitors individual customer buying patterns and automatically flags accounts that have deviated from their normal order frequency. It provides the sales team with an early warning system, allowing them to investigate potential issues, re-engage with the customer, and prevent churn before a valuable relationship is lost to a competitor.
This software enables generating comprehensive reports that track performance across the entire business cycle, from the initial marketing enquiry to the final invoice and credit note. It analyzes granular data by customer, product line, or salesperson to gain deep insights, creating dependable sales forecasts and making strategic decisions that drive growth.
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