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What is Prospect CRM?

Introducing a Stock-Aware CRM and eCommerce solution tailored for Wholesalers, Distributors, and Manufacturers, empowering you to enhance your sales efficiency consistently. Become a champion for your prospects. What sets Stock-Aware CRM apart? Those in manufacturing, wholesale, and distribution understand that selling tangible products in a B2B context comes with distinct operational hurdles that standard CRMs often cannot address effectively. Stock-Aware CRM offers a refreshing alternative. Prospect is an innovative Stock-Aware CRM created specifically for businesses that deal with physical products in the B2B marketplace. By integrating customer, inventory, and product data, Prospect simplifies B2B CRM operations. This allows your team to save valuable time, boost sales, and optimize profit margins. By merging essential features of classic CRM systems—such as Marketing Sales Pipelines and Customer Service Management—Prospect acknowledges the complexities of B2B sales, incorporating elements like special pricing, back orders, detailed product information, as well as efficient quoting, ordering, and inventory management. Ultimately, Prospect is designed to help businesses thrive in a competitive landscape.

What is Evolved Metrics CRM?

The available options in the market were not just costly but also complicated in ways that did not meet the actual requirements of the organization. Moreover, the typical implementation of a CRM system often necessitated the involvement of an external consultant, complicating the user experience further. Key features should include the ability to emphasize important messages from both prospective and current clients, along with a powerful search capability for quick access to past communications. Integrating a calendar is essential for offering a full view of upcoming meetings and sales activities. It’s crucial to have access to the most pertinent data and insights required for executing tasks effectively. Reporting should clarify rather than confuse, as our goal is to present sales metrics in a way that is not only transparent but also promotes actionable strategies and inspires innovative thinking. With a simple overview, users can easily track their latest interactions with clients and arrange follow-ups to sustain strong connections. Additionally, when a new staff member is assigned to manage an account, transferring all historical communications and activities can be executed seamlessly, ensuring continuity and client satisfaction. It is imperative that communication tools are user-friendly and clear to support a thriving work environment, as this ultimately enhances overall productivity. By prioritizing these aspects, organizations can cultivate a culture of effective communication and collaboration.

Media

Media

Integrations Supported

3CX
DEAR Inventory
Exchequer
Gmail
Intercom
Katana Cloud Inventory
Mailchimp
QuickBooks Commerce
Sage 50
Spotler
Stripe
Unleashed
Voyced
Xero

Integrations Supported

API Availability

API Availability

Pricing Information

£22.50 per month
Free Trial Offered?

Pricing Information

$25 per user per month
Free Trial Offered?

Supported Platforms

SaaS
Windows
Mac

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Online Training

Company Facts

Organization Name

ProspectSoft

Date Founded

2002

Company Location

United Kingdom

Company Website

www.prospectsoft.com

Company Facts

Organization Name

Evolved Metrics

Date Founded

2015

Company Location

Canada

Company Website

evolvedmetrics.com/crm/

Categories and Features

Construction CRM

Contract Management
Forecasting
Project Management
Quote Management
Sales Management

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Distribution

Order Management
Sales Forecasting

Manufacturing

Accounting Integration
Purchase Order Management
Quotes/Estimates
Reporting/Analytics

RFM Analysis

Not specified

Sales Tracking

Activity Dashboard
Alerts / Notifications
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Pipeline Management
Reporting / Analytics
Task Management

Categories and Features

Construction CRM

Not specified

CRM

Not specified

Home Builder

Not specified

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