Prospect CRM

Prospect CRM is a customer relationship management system built around stock and product data for B2B product sellers. Its modules include quoting and order processing, opportunity tracking, problem tracking, customer segmentation (RFM analysis), missing order alerts, landing pages, web enquiry forms and end-to-end reporting. The vendor's site describes it as connecting inventory, customer and sales data so sales teams can see stock availability, pricing and product specifications while working with customers.

The product is aimed at wholesalers, distributors and manufacturers that sell physical products from stock, including businesses in engineering equipment, healthcare and beauty, clothing accessories, lab and medical, food and beverage, and construction supply. It is delivered as a SaaS platform and integrates with accounting and inventory systems such as Unleashed, Xero, QuickBooks Online, Cin7, Katana, Sage 50, Access Dimensions, Access Financials, Access FactoryMaster, Exchequer Enterprise, Pegasus Opera and SAP, as well as a custom API and third-party app marketplace.

Pricing is published in three CRM tiers: Start-Up from 205 EUR per month for businesses under £2M turnover with four fixed users, Professional from 411 EUR per month including four users with additional users at 75 EUR per month, and Advanced from 2,256 EUR per month including fifteen users with additional users at 133 EUR per month. Contracts are annual, paid monthly, with 90 days' notice required to cancel. A separate eCommerce package is priced from 269 EUR per month, with the Advanced eCommerce tier listed as price on application. The site does not state whether the CRM or eCommerce platform can be run on-premise, and pricing for custom ERP integrations and the Advanced eCommerce plan is not disclosed.