ProspectSoft FAQs

    • Who is ProspectSoft best for - their role(s) within what kind of companies.

      Wholesale, Distributor and Manufacturing businesses that sell physical products, B2B

    • How does ProspectSoft benefit them?

      Prospect CRM integrates product, inventory and customer sales data, to streamline your B2B sales process and grow your customer base. With Prospect CRM, your team will increase sales, improve customer retention and maximise profits.

    • What makes ProspectSoft a leader in this space?

      Wholesalers, Distributors and Manufacturers know that selling physical products B2B involves unique operational challenges, meaning ordinary CRMs fall short. Stock-Aware CRM is different.

    • How/why is ProspectSoft better than those competitors (or most others in their market)? What about ProspectSoft is unique, stronger, easier, etc.?

      Prospect combines the best of traditional CRM - Marketing, Sales Pipelines and Customer Service Management - with the reality of selling B2B products - quoting, ordering, inventory management, special pricing, back orders, product information and even contracts, serial numbers and asset tracking...to ensure your sales and service teams are fully Stock-Aware.

    • Which popular or common software does ProspectSoft integrate with?

      We love integration it's our thing. It reduces rekeying, saves time and money, increases accuracy, and maximises profits. That why we integrate to almost any ERP/Accounting System, and partnerships with approved native integration to leading back-office Accounting Systems and Inventory Management Systems, including: Unleashed, Cin7 Core (formerly DEAR Inventory), Cin7 Omni (formerly Cin7), Katana cloud inventory software, QuickBooks Commerce (formerly TradeGecko), Xero, QuickBooks Online, Access Dimensions, Access Financials, Sage 50, Exchequer, Pegasus Opera

    • Does ProspectSoft offer a trial or free download available?

      Yes! Sign up for your 14 day, no obligation, free trial here: https://signup.prospectsoft.com/

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