Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 3 Ratings

Total
ease
features
design
support

Alternatives to Consider

  • EazyStock Reviews & Ratings
    65 Ratings
    Company Website
  • SKU Science Reviews & Ratings
    16 Ratings
    Company Website
  • Pipedrive Reviews & Ratings
    12,537 Ratings
    Company Website
  • Fishbowl Reviews & Ratings
    1,143 Ratings
    Company Website
  • Creatio Reviews & Ratings
    589 Ratings
    Company Website
  • Bidtracer Reviews & Ratings
    39 Ratings
    Company Website
  • Act! Reviews & Ratings
    555 Ratings
    Company Website
  • Infor M3 Reviews & Ratings
    156 Ratings
    Company Website
  • Shape Software Reviews & Ratings
    136 Ratings
    Company Website
  • Vibe Retail Reviews & Ratings
    93 Ratings
    Company Website

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 Insightly?

Gain a deeper understanding of your customers and grow your business with Insightly. This powerful and intuitive customer relationship management (CRM) solution is designed specifically for small and medium-sized enterprises, enabling teams to increase sales, nurture relationships, and deliver projects on time. It offers smooth integrations with widely used applications such as Gmail, Office 365, and MailChimp. Furthermore, Insightly equips organizations with crucial tools to manage contacts throughout the sales journey, oversee customer interactions, and monitor their sales pipeline, along with numerous other features. By utilizing Insightly, companies can streamline their operations and enhance customer satisfaction, ultimately leading to greater success in their endeavors. Embracing this platform opens up new avenues for growth and efficiency, allowing businesses to thrive in a competitive landscape.

Media

Media

Integrations Supported

Gmail
Intercom
Mailchimp
Stripe
Xero

Integrations Supported

Gmail
Intercom
Mailchimp
Stripe
Xero
Aircall
Bidsketch
Box
CalendarHero
CallPal
Chat Agents
Facebook Messenger
Leadberry
Make
Podio
Reply
SupportBee
Vervemail
Wufoo

API Availability

API Availability

Pricing Information

£22.50 per month
Free Trial Offered?

Pricing Information

$29.00/month/user
Plus - $29 per user per month
Professional -$49 per user per month
Enterprise - $99 per user per month
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Windows
Mac

Supported Platforms

SaaS
Android
iPhone
iPad

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

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

ProspectSoft

Date Founded

2002

Company Location

United Kingdom

Company Website

www.prospectsoft.com

Company Facts

Organization Name

Insightly

Date Founded

2010

Company Location

United States

Company Website

www.insightly.com

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

Business Management

CRM
Vendor Management

Construction CRM

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts

CRM

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

Healthcare CRM

Patient Communications
Patient Management
Predictive Analytics

Lead Management

Activity Tracking
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Sales Enablement

Collaboration
Contact Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Proposal Management

Sales Force Automation

Commission Management
Contact Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Forecasting

Dashboard
Dynamic Modeling
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Sales Tracking

Not specified

Task Management

Collaboration
Create Subtasks
Gamification
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

Popular Alternatives

Popular Alternatives

HubSpot CRM Reviews & Ratings

HubSpot CRM

HubSpot
HubSpot CRM Reviews & Ratings

HubSpot CRM

HubSpot
Inventra Reviews & Ratings

Inventra

Irtiqa Hub