ProspectSoft CRM Overview

Prospectsoft-CRM is the leading stock-aware CRM for wholesalers, distributors, and manufacturers. It supports business growth in these sectors with tailored sales solutions.

Use Cases

Customers recommend Proposal & Quote Management, Campaign Management, Lead Engagement, as the business use cases that they have been most satisfied with while using ProspectSoft CRM.

Other use cases:

  • Engaging And Following Up
  • Lead Tracking
  • Conversion Management
  • Contract Management
  • Order Management
  • Products & Pricelist Management
  • Account Management
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ProspectSoft CRM Use-Cases and Business Priorities: Customer Satisfaction Data

Reviews

"...Great for keeping track of campaigns, sources ect....." Peer review by Annmarie M, Team Leader

ProspectSoft CRM, belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for ProspectSoft CRM

Top Industries

  • Consumer Goods
  • Media Production
  • Construction

Popular in

  • Mid Market
  • Small Business
  • Large Enterprise

ProspectSoft CRM is popular in Consumer Goods, Media Production, and Construction and is widely used by Mid Market, Small Business, and Large Enterprise.

Comprehensive Insights on ProspectSoft CRM Use Cases

Why is ProspectSoft CRM the best choice for Proposal & Quote Management?

Case Studies

Construction

CASE STUDY Quensus

Prospect CRM helped Quensus save time by replacing manual invoicing and quoting. The company struggled with tying together quoting, inventory, communications, and accounting before using Prospect CRM.... Integration with Unleashed made inventory and sales tracking easier. Quensus now saves at least 20% of time on administrative tasks. Communication and sales forecasting improved, helping the business scale faster.

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Food & Beverages

CASE STUDY Vantage House

Prospect CRM helped Vantage House fix slow and complex order processing. Before, orders took 15 minutes to process. Now, it takes just a couple of minutes. The system connects directly to Exchequer, ...their accounting software. This stopped manual errors and made their work much faster. Vantage House found Prospect CRM easy to use and quick to set up.

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Manufacturing

CASE STUDY Under Control Instruments

Prospect CRM helped Under Control Instruments manage customer relationships better. Before, they tracked quotes and orders manually, which caused confusion and risked mistakes. With Prospect CRM and ...its integration with DEAR Inventory, they now see real-time data, track quotes, and process orders faster. The system keeps all information in one place and helps them upsell to customers. Support from ProspectSoft is quick and helpful.

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Medical Devices

CASE STUDY Trimbio

Prospect CRM and Unleashed helped Trimbio, a medical equipment supplier, solve integration and manual data entry problems. The company saw a 16.6% growth in sales and an 18.8% increase in gross margi...ns. Admin time dropped by one day per week across all departments. Staff can now track customer conversations, manage stock, and coordinate repairs more easily. The solution improved quoting, order tracking, and customer retention.

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Health, Wellness and Fitness

CASE STUDY WhiteWash Laboratories

Prospect CRM helped WhiteWash Laboratories grow sales by 25% and double their team size in one year. The company used to rely on a standalone CRM that did not connect with their other systems. Prospe...ct CRM integrated with Unleashed and Xero, streamlining their processes. The new system made it easy to manage different customer types and sales pipelines. This led to better customer retention and more new business enquiries.

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Food & Beverages

CASE STUDY Wabanaki Maple

Prospect CRM helped Wabanaki Maple, a small Indigenous female-owned maple syrup wholesaler, double their sales. Before, they struggled with out-of-sync Excel sheets and slow order processing. Integra...ting Prospect CRM with Katana cloud inventory let them manage sales and customer data in one place. Response times improved, and order processing became faster. The team now tracks customer interactions and sales easily, supporting business growth without hiring more staff.

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ProspectSoft CRM Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Analytics

3.96/5 ★

Read Reviews (4)
Custom Reports

3.81/5 ★

Read Reviews (9)
CAPABILITIES RATINGS AND REVIEWS
Analytics

3.96/5 ★

Read Reviews (4)
Custom Reports

3.81/5 ★

Read Reviews (9)

Software Failure Risk Guidance

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for ProspectSoft CRM

Top Failure Risks for ProspectSoft CRM

ProspectSoft Profile

Company Name

ProspectSoft

Company Website

https://www.prospectsoft.com/

HQ Location

Beacon House, Ibstone Road, Stokenchurch, Buckinghamshire HP14 3WN, GB

Employees

101-250

Social

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Financials

M&A