Prospect

Prospect is a cloud-based CRM customer relationship management solution designed to help wholesalers, distributors and manufacturers manage their business operations.

Prospect offers various key CRM features such as contact management, email templates, engagement tracking, task management, lead pipelines, quoting, analytics, and more.

Prospect allows users to take orders and run back office processes from the field using a centralized interface. The platform includes an integrated case support system that allows teams to record customer concerns and share them with relevant teams for real-time action.

Prospect also provides users with information and updates on statuses, notes and email content in a conversation-based activity timeline.






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Prospect Integrations

QuickBooks
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MailChimp
Stripe