Prospect CRM

Prospect CRM is a Stock-Aware CRM platform designed for wholesale, distribution, and manufacturing businesses that need full visibility to sell with confidence. It connects real-time product, pricing, and inventory data directly with customer records, quotes, and sales pipelines, removing the inefficiencies of outdated stock information, manual processes, and disconnected systems. With built-in tools for accurate quoting, order tracking, and seamless integration to back-office and accounting systems, Prospect CRM ensures sales teams always have the right information at their fingertips. This not only speeds up deal cycles and improves accuracy but also builds stronger customer relationships, protects margins, and helps businesses scale without sacrificing trust or efficiency. With Prospect CRM, companies gain a unified view of their sales operations from lead generation through post-sales service. At its core is the Stock-Aware architecture: every sales rep sees what stock is available (or soon to be), real pricing, product specifications, and expected lead times. This makes quotes accurate, orders reliable and customer promises realistic. Beyond stock awareness, Prospect CRM equips teams with powerful tools: opportunity tracking to keep deals moving forward; quoting software that reduces errors and streamlines approvals; and customer segmentation (using RFM models: Recency, Frequency, Monetary) to identify high-value customers, manage retention, and prioritize outreach. Integrated analytics and customizable reporting bring transparency into performance metrics — average order value, order frequency, retention rates — so management can spot weak spots and double down on what works. Another major advantage: Prospect CRM supports B2B eCommerce and trade-portals, enabling customers to order on their own schedule while always seeing live stock levels — reducing surprises, disputes, and lost sales. Features like missing order alerts help close the loop on missed revenue and re-engage customers who might unknowingly be slipping away. Internal collaboration becomes smoother: quoting templates, document libraries, interaction logs, and integrations with inventory/accounting software mean your sales, operations, and customer service teams all work with the same data.