Prospect CRM | The Access Group

Prospect CRM is a cloud-based solution that helps businesses in the manufacturing, wholesale and distribution industries manage leads and streamline quoting processes. Professionals can store customers’ contacts in a centralized database and maintain a record of sales interactions for future reference. Prospect CRM allows organizations to record customers’ queries as tickets and automatically route them to customer service, warehousing and accounting teams. Managers can create tasks and track their status as ‘upcoming’ or ‘overdue’ on a centralized platform. Additionally, it lets users record and access interaction notes according to requirements. Prospect CRM enables businesses to integrate the platform with various third-party applications, such as Xero, Unleashed S...