Prospect CRM (by ProspectSoft) is a specialist CRM platform designed for B2B product-based businesses — wholesalers, distributors, and manufacturers — that need to manage both customer relationships and product sales in one system. Unlike generic CRMs, Prospect integrates natively with inventory management systems (Unleashed, Cin7, Katana) and accounting platforms (Xero, QuickBooks, Sage) to give sales teams real-time stock, pricing, and order data alongside their CRM. It includes built-in quoting, order processing, and eCommerce capabilities, making it a complete front-office solution for product businesses. AI features are also available for lead enrichment and sales intelligence.

• CRM built specifically for B2B product businesses
• Native integration with Unleashed, Cin7, Xero, QuickBooks, and Sage
• Real-time stock and pricing data within the CRM
• Integrated quoting and order processing
• Customer special pricing and discount management
• Missing order alerts and RFM (Recency, Frequency, Monetary) analysis
• eCommerce portal for B2B self-service ordering
• AI-powered contact enrichment using social data
• Email marketing integration (Mailchimp)
• Custom fields, screen customisation, and flexible record relationships
• ISO 27001 accredited for information security
• 14-day free trial, no credit card required