• Document Manager
Produce and file Word and Excel letters, faxes and e-mails within ProspectSoft CRM; import any OLE-compatible document
• Telephony Integration
Manage in- and outbound calls to
and from switchboard, DDI and mobile numbers
• Sales Ledger Integration
View details of transactions through ProspectSoft CRM in real-time
• Sales History
Review customer purchases in the office or on the road: view purchase ledger information in real time
• Purchase Ledger Integration
View purchase ledger details in real-time
• Purchase History
Review suppliers, products, quantities, prices
• Products and Pricing
Direct access to accounts system
data
• Sales Lead Tracker
Manage individual sales opportunities across multiple contacts
• Quotation Engine
Using data from accounts systems, produce quotations in Word or Excel templates
• Sales Order Processing
Enter orders or convert ProspectSoft CRM quotations into accounts system SOP

• Problem Tracker
Log, track and analyse pre- or post-sales problems by customer and/or contact
• Campaign Manager
Allows detailed reporting and analysis on individual marketing activities and campaigns
• Infobase Searching
Rapid customer problem resolution by reference to user-generated database
• Problem Analysis Matrix
Fast, structured problem capture, for help-desk or call centre with detailed analysis
• Service Contracts
Manage maintained equipment by serial number, contract type and period
• Advanced Relationships
Link all interested parties across hierarchical structure
• Report Writer and Toolkit
Analyse and report on every field in the ProspectSoft CRM database
• Real-time Data Tunnel
Integrate and analyse external databases without need for programming skill
• SOAP/.Net API
Integrate ProspectSoft CRM with other (remote) applications over the Internet
• Inventory Register
Manage products and equipment in use by your customers (more info)