Prospect CRM

What is Prospect CRM?

Prospect CRM is a cloud-based, stock-aware customer relationship management solution designed for B2B product businesses such as wholesalers, distributors, and manufacturers. It brings customer data, sales activity, product information, and operational context together so teams can move faster from first enquiry to repeat order, while keeping service quality high.

Unlike generic CRMs that focus only on pipeline stages, Prospect CRM is built to support the realities of selling physical products. By connecting to your back-office inventory, accounting, or ERP systems, sales and service users can work with up-to-date stock, pricing, and order history when they are quoting, taking orders, or resolving a customer query. This reduces rekeying, improves accuracy, and helps customers get reliable answers on availability and delivery.

Key benefits

• Faster quote-to-order: build branded quote templates, pull product and pricing data automatically, and convert accepted quotes into orders and invoices with minimal manual effort.
• Stronger retention: use built-in customer segmentation (RFM) to prioritise the right accounts, spot buying behaviour trends, and run targeted campaigns through marketing integrations.
• Better visibility: track opportunities, goals and performance with dashboards and end-to-end reporting across enquiries, quotes, orders, invoices, and credits.
• Improved after-sales service: log and manage issues in a structured problem pipeline so teams can collaborate and close cases consistently.

Highlights and features

• Contact, account and opportunity tracking with configurable workflows
• Stock-aware CRM with product and inventory context for sales and service
• Automated quoting and order processing
• Web enquiry forms and landing page tooling to capture and route new leads
• Integration marketplace for inventory, accounting, marketing and productivity tools
• AI capabilities including an AI email generator and an assistant that can help answer CRM questions using your data
• Reporting, dashboards and analytics to support decisions and continuous improvement

Why choose Prospect CRM on SoftGuide?

If your growth depends on repeat B2B product sales, Prospect CRM can help you align sales, operations, and customer service around one shared view of the customer and the stock position. Request a demo or start a free trial to see how quickly your team can adopt the platform, connect your core systems, and standardise quote-to-order and after-sales processes.