Refer a client to Prospect CRM

Prospect CRM is perfect for growing Wholesale, Distributor & Manufacturing businesses
who sell products from stock B2B.

Xero App Partner

#1 CRM for Unleashed

Fill out your details & your client's info, and we'll be in touch with them directly to discuss their needs.

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

- Tom Riley,

REFER CLIENT

Managing Director at WhiteWash Laboratories

Watch now

Webinar: "The Perfect Trilogy of Apps"

WhiteWash Customer Success Story

6 reasons why your clients will love Prospect CRM

1

Grow their Customer Base

Prospect CRM will accelerate your client's sales success, helping them close 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.

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.

Maximise Customer Retention

2

3

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

4

5

Work Better as a Team

Centralised customer data in their CRM, 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.

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.

Improve their Business Reporting

6

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