
Since integrating Prospect CRM with our Katana cloud inventory software, we’ve doubled sales and improved customer service.
Read moreTarget the right customers at the right time
Turn every problem into an amazing customer experience
Integrate your Prospect CRM Free Trial to your Inventory/Accounting system
Optimise your Quote-to-Order Workflow
Design and publish landing pages to enhance your digital marketing strategy
Strategically upsell and cross-sell with Prospect’s Magic Matrix
Take more orders in less time - without duplicating data entry
Maximise sales growth with the CRM Growth Engine
Identify at-risk customers before you lose them for good
Track sales performance with ease
Track performance by customer, product or salesperson
What is it, why you need it & how it will grow your product business
Streamline your lead generation with Web Enquiry Forms directly from your website
Our trade portals offer integrated account details online
Extend your business hours so customers can do business with you at any time
Quickly & easily make changes to your website as and when you need to
Download the latest report for analysis and insights into the sales processes, strategies and opportunities within UK B2B SME firms
Analyse your growth performance to take control & drive your B2B sales success
Compare built-in features, weigh up star ratings & hear from real customers
Discover how you can increase sales by 25% without a single new customer with a Stock-Aware CRM!
CRM built for Engineering Suppliers
CRM built for the Healthcare & Beauty Industry
CRM built for the Construction Industry
CRM built for the Food & Beverage Industry
CRM built for the Lab & Medical Equipment Industry
CRM built for Clothing & Accessory Suppliers
Automate many manual process and free up time for teams to focus on high impact activities with increased visibility of all open opportunities and customer needs. Spend more time on personalising communications and generating accurate quotes.
As businesses grow, the integrated systems scale to handle larger volumes of data and more complex operations seamlessly. Have constant access to historical data while funnelling new opportunities, contacts, and orders into the system.
Customise workflows to match your specific processes, ensuring Katana and Prospect CRM adapt to your unique operational needs. With standardised workflows that work for you, businesses can reduce inefficiencies and operational bottlenecks.
Watch back this session to discover trends in the B2B sector, and the importance of automation for streamlined workflows
The Katana CRM integration that unites inventory handling with opportunity management links your sales funnel and pipeline directly to real-time production and stock information. Enable your Sales team to track inventory levels while managing customer demands.
Gain powerful tools that inform your decision making with data and align sales forecasts with up-to-date inventory data and production capacity. Ensure timely responses to high-priority opportunities and take a proactive approach to resource allocation to improve overall operational efficiency.
Get access to aftersales support tools that help you keep high-value customers for longer. Sales teams can track post-purchase issues with full traceability and segment customers to strengthen existing relationships with their most loyal clients.
Watch this brief overview of how Prospect CRM and Katana work together once integrated
Cloud based inventory management software and CRM integration centralises all sales, inventory, and customer data, creating a unified platform that keeps everyone on the same page. Accurately promise stock availability, avoid over-selling, and ensure timely fulfillment during every sale.
Categorise your customers by recency, frequency, and monetary value to enable customer-facing teams to identify customers at risk of churn. By tracking purchase patterns and engagement levels, teams can anticipate customer needs and address potential issues to maximise customer lifetime value.
Enhance coordination between teams with a data-driven approach that allows teams to quickly adapt to demand changes, track stock movement, and reduce human error – all from one accessible, secure cloud system.
With synchronised data, orders flow smoothly from quote to invoice, minimising manual entry and enhancing consistency across departments. This integration results in faster, more accurate order processing, improving customer satisfaction and building trust.
Using integrated warehouse management, barcode scanning, and real-time inventory tracking, Katana and Prospect CRM ensure that you can fulfil orders more accurately and promptly. As orders are placed, warehouse teams can quickly locate and scan items, keeping both systems up to date.
Katana and Prospect CRM pool data from a diverse range of business areas from operations to sales to build comprehensive reports that track changes in trends. Businesses can predict future demand with greater precision to optimise stock levels, plan promotions, and become well-prepared for fluctuations in peak seasons.