Prospect CRM is a cloud-based Customer Relationship Management system built specifically for wholesalers, distributors, and manufacturers. It merges CRM capabilities with real-time inventory insights, creating a unified platform to manage customer interactions and sales processes. Businesses benefit from powerful customer segmentation, efficient quoting, and inventory-driven decision-making. Prospect CRM helps increase customer lifetime value and streamline operations with features tailored to the needs of B2B product companies.

What are the main features of Prospect CRM?

Customer segmentation with RFM analysis

The platform uses Recency, Frequency, and Monetary (RFM) analysis to automatically segment customers:

• Recency: Measures how recently a customer purchased

• Frequency: Tracks how often they buy

• Monetary: Calculates total spend

This segmentation allows targeted marketing, enhances retention, and improves campaign relevance.

Cross-sell and upsell with Magic Matrix

The Magic Matrix identifies sales opportunities by analyzing buying behavior:

• Cross-selling: Suggests complementary products customers haven’t yet purchased

• Upselling: Highlights premium options based on purchase history

This boosts average order value and deepens customer engagement.

Integrated quoting and order processing

Prospect CRM improves quoting accuracy and sales flow with:

• Fast, professional quote generation

• Real-time stock visibility during quoting

• Seamless transition from quote to order without re-entering data

This results in quicker sales cycles and reduced manual workload.

Integration with inventory and accounting systems

The CRM connects with leading back-office tools to ensure operational continuity:

• Synchronizes customer, stock, and financial data

• Minimizes manual entry and errors

• Supports unified reporting across departments

This integration ensures decisions are based on accurate, up-to-date information.

Lead generation and marketing tools

Prospect CRM includes features to capture and manage inbound leads:

• Customizable web forms to collect leads directly into the CRM

• Landing page builder to support campaigns

• Full tracking of lead progression within the sales funnel

These tools support continuous pipeline growth and marketing efficiency.

Why choose Prospect CRM?

• Inventory-aware CRM: Combines CRM with stock data to support smarter sales decisions

• B2B focused: Designed for product-centric businesses with complex inventory needs

• Customer value growth: Helps increase sales through intelligent segmentation and recommendations

• Strong integrations: Syncs smoothly with ERP, inventory, and finance systems

• User-friendly interface: Simplifies complex workflows with intuitive design and navigation

Prospect CRM is a specialized solution that empowers B2B companies to sell more efficiently by uniting CRM with inventory intelligence.