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Xero App Partner

The Official CRM for Unleashed

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If you advise clients that sell products B2B, add Prospect CRM to your app advisory toolbelt!


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Struggle to recommend the right CRM system to clients selling products B2B?

Keen to advise product seller clients about the very best CRM software to deploy alongside apps like Xero & Unleashed?

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Webinar with Unleashed // "The Perfect Trilogy of Apps"

Hear from partner experts within Unleashed & ProspectSoft who explain what makes Xero, Unleashed & Prospect CRM the ultimate trilogy of cloud apps for B2B product businesses

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6 reasons why your clients will love Prospect CRM

Prospect CRM will accelerate your clients' sales success, helping them obtain new B2B customers faster and more efficiently. Just a small increase in new business close rate can have a profound impact on business growth over time.

Grow their Customer Base
Maximise Customer Retention

New business is important, but retaining customers is vital for growing a profitable Wholesale, Distributor or Manufacturing business. P.A.I.G.E. (the Prospect AI Growth Engine) can even predict when a regular customer has missed an order and alert their Sales or Account Management team to contact the customer before they churn for good.

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Increase Order Value & Frequency

By connecting to their Accounting/Inventory System (e.g. Xero/Unleashed) to Prospect CRM, Sales and customer-facing teams get key insights to effortlessly increase average order value and frequency for each customer. Prospect CRM brings their wholesale products to life with upsell, cross-sell & must-sell capabilities.

Whether it’s just checking in with their customers and recording activities, or logging and dealing with important customer issues – a CRM is all about staying on top of the things that matter to your client's customers and building stronger, more profitable relationships.

Create Happier Customers
Work Better as a Team

Centralised customer data in their CRM that's automatically updated with new accounts, new orders and new invoices from Xero or Unleashed means their whole team has a clearer picture of what’s happening with each customer and who’s doing what.

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Improve their Business Reporting

Don’t let your clients just report on isolated data from Xero or Unleashed, or from the CRM. Instead, they should bring all their data together in one, integrated reporting tool that combines up-to-date customer, sales & product data from their back-office system with your CRM data and activities.

The best-of-breed systems work seamlessly together, minimising rekeying whilst increasing visibility over both Inventory Management and Customer/Sales data.

Puremedic Health Customer Success Story

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The fact that we now have an accounts system (Xero), a stock system (Unleashed) and a CRM system (Prospect CRM) that all link and talk to each other has made a huge difference.

WhiteWash Labs Customer Success Story

Hear from just a few customers who love the tight integration Prospect CRM offers with Xero & Unleashed!

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Don't just take our word for it!

Its integration with Unleashed and Xero – two other best-of-breed systems – is second to none.

Evolution Packaging Products Customer Success Story

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As a small business that’s growing really fast, using apps like Unleashed, Prospect CRM & Xero allows for flexibility to change our business & grow." at the rate we want to grow.

Good Culture Kombucha Customer Success Story

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🔗 Integration Testimonials

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