Customer Segmentation Model (RFM)Target the right customers at the right time
Problem TrackingTurn every problem into an amazing customer experience
IntegrationsIntegrate your Prospect CRM Free Trial to your Inventory/Accounting system
Quoting SoftwareOptimise your Quote-to-Order Workflow
Landing Pages BuilderDesign and publish landing pages to enhance your digital marketing strategy
Cross-sell & Upsell MatrixStrategically upsell and cross-sell with Prospect’s Magic Matrix
Faster Order TakingTake more orders in less time - without duplicating data entry
The Growth EngineMaximise sales growth with the CRM Growth Engine
Missing Order AlertsIdentify at-risk customers before you lose them for good
Opportunity TrackingTrack sales performance with ease
End-to-End ReportingTrack performance by customer, product or salesperson
Stock-Aware CRMWhat is it, why you need it & how it will grow your product business
Web Enquiry FormsStreamline your lead generation with Web Enquiry Forms directly from your website
B2B Portals & Web ShopsOur trade portals offer integrated account details online
Get Orders 24/7Extend your business hours so customers can do business with you at any time
Content ManagementQuickly & easily make changes to your website as and when you need to
Sales Growth Strategies in B2B Sector ReportDownload the latest report for analysis and insights into the sales processes, strategies and opportunities within UK B2B SME firms
The Growth Playbook ScorecardAnalyse your growth performance to take control & drive your B2B sales success
CRM Comparison GuideCompare built-in features, weigh up star ratings & hear from real customers
"What is Stock-Aware CRM?" eBookDiscover how you can increase sales by 25% without a single new customer with a Stock-Aware CRM!
Engineering EquipmentCRM built for Engineering Suppliers
Healthcare & BeautyCRM built for the Healthcare & Beauty Industry
Suppliers to ConstructionCRM built for the Construction Industry
Food & BeverageCRM built for the Food & Beverage Industry
Lab & Medical EquipmentCRM built for the Lab & Medical Equipment Industry
Clothing & AccessoriesCRM built for Clothing & Accessory Suppliers
Whether you’re in a customer-facing role, behind the scenes, or leading the business, analyse your business right from enquiries and opportunities to quotations, orders and even invoices and credits with Prospect CRM.
Don't just report on isolated data from your accounting/inventory management system, or from your CRM solution. Instead, bring all your data together in one, integrated reporting tool that combines up-to-date customer, sales & product data from your back-office system with your CRM data and activities.
Take a free 14-day trialWith our CRM reporting software you can analyse business right from initial enquiry through to the order being placed and invoiced. Track performance by customer, by product, by salesperson or by account manager and territory. Prospect has a set of pre-made CRM reports to get you started when analysing and managing your CRM data.
View our powerful standard CRM reports
Precise measurements of key performance indicators (KPIs)
Prospect CRM's reporting software enables data-driven decision making
Accurate insights to company performance and evaluation of business activities
Process improvements identified through customisable CRM report data
Reporting is available as a standard feature across many CRMs to help organisations distil what is happening across their business, but only Prospect CRM specialises in B2B end-to-end reporting. As the #1 Stock-Aware CRM, Prospect CRM reporting analyses data across the business - from orders, quotations and opportunities, all the way through to performance by product. This allows wholesalers, distributors and manufacturers to make tactical business decisions and focus on what matters most.
Take a free 14-day trialWith so many CRM systems to choose from, it can be difficult to know which system is right for you.
Get a side-by-side comparison of the top-rated CRM vendors so you can weigh up your options and find the best CRM for your type of business.
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We have just started configuring Prospect CRM and are really impressed by the number of features and the amount of information we can get from a few reports, and we think this is just the tip of the iceberg! Overall, very impressive and I would recommend it to anyone who is looking to understand their customers.
Martin Cable
Cambrionix
I used Prospect CRM at my previous job and loved it so much I now use it in my new role. It's super user friendly, love the reports and information it can generate from information pulled through from Sage 50, and the customer service is great. Nothing is ever too much trouble!
Shannen Nolan
Two Farmers
ProspectSoft has helped create a central storage space for our customer information and processes. Bringing this into one single view has reduced our admin time (in particular keying of data) and helped to report on team activity in real time.
Emma Gray | Managing Director
Medi Plus
Watch back our webinar on how to access and use our report builder, how to save & share reports and much more!
Watch back this webinar to learn more about the Report Builder in Prospect CRM.