Optimise Sales with Prospect CRM and Unleashed

Bring Prospect CRM and Unleashed together to turn live inventory data into actionable B2B sales insights, keeping customer, sales and stock information connected so your team can identify opportunities, encourage repeat orders and build stronger customer relationships.

What's to love about this B2B CRM and stock control integration?

Dive into the details to learn how automated customer and inventory management can benefit your business.

  1. Prospect CRM and Unleashed stay in sync as customers, sales and inventory change, giving your team accurate, up-to-date information without duplicating data between systems.
  2. Prospect transforms Unleashed data into actionable customer insights, helping sales and marketing teams identify opportunities to increase order value, order frequency and customer lifetime value.
  3. Use Prospect’s B2B sales tools to spot buying patterns, cross-sell opportunities and customers at risk of dropping away, helping your team strengthen relationships and generate more repeat business.
  4. Bring stock-aware CRM and inventory management into one connected sales workflow. Give your sales team the information they need to target prospects, close new business and sell what’s actually available.

Grow faster, get more customers and increase AOV

More customer loyalty, less churn

Keep repeat sales high and customer churn low. Easily segment customers by order recency, frequency, and monetary value (RFM).

Optimise your entire sales process

Connect marketing and sales with live product data. Increase sales and and delight customers with a fully integrated sales system. 

Hassle-free B2B trading

Spend less time answering sales questions. Give your B2B customers accurate stock data with the built-in Unleashed B2B portal.

Intelligent reporting and analytics

Understand key correlations between sales, customer segments, and inventory control at a glance with real-time, accurate data insights.

End-to-end product traceability

 Unleashed helps you manage raw materials, product lots, and SKUs. Batch and serial number tracking take the stress out of product recalls.

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Smart production planning

Allocate stock to future assemblies and set minimum reorder quantities for products so you’re reminded before you need them.

About Prospect CRM

Prospect is a stock-aware, business-to-business CRM system designed to help wholesalers, manufacturers, and distributors optimise their entire sales process.

Prospect users can enjoy:

  • More efficient customer targeting with powerful RFM segmentation and cross-selling analysis tools.
  • Increased customer loyalty and lifetime value.
  • Optimised quote-to-order workflow.
  • B2B inventory integration for advanced product reporting.

Everything you need to get started

Explore pricing, implementation resources, support options and ROI tools to help you evaluate, set up and get the most from your Unleashed Prospect integration.

Find the right Unleashed plan for your business

Explore Unleashed pricing plans to find the right option for your business. Compare features, understand what's included and choose the plan that best fits your inventory management needs.

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Get expert help at every stage

Get expert help whenever you need it. From onboarding and implementation to ongoing support, our team is here to help you get the most out of your Unleashed Prospect integration.

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Calculate the return on your investment

Discover how much time and money your business could save with Unleashed. Use our ROI calculator to estimate the impact of automating inventory management and accounting workflows.

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Puremedic Health lifts sales by 100% with Unleashed & Prospect

Helen Lyon, CEO of Melbourne-based probiotic manufacturing company, Puremedic Health, explains how integrating Unleashed and Prospect has helped them boost revenue by 100% in this short video. 

What Unleashed users are saying

Prospect CRM integration FAQs

Can Prospect CRM and Unleashed sync customer and sales data automatically?

Yes. Prospect CRM and Unleashed keep customer, sales and inventory information connected, so updates made in one system are reflected in the other. This reduces duplicate data entry and gives sales teams access to accurate, up-to-date information.

How can Prospect CRM and Unleashed help increase repeat sales?

Prospect CRM uses data from Unleashed to help sales teams understand customer buying behaviour and identify opportunities for repeat orders and cross-selling. This makes it easier to target the right customers with relevant products and build stronger B2B relationships.

What data syncs between Prospect CRM and Unleashed?

Customer, sales and inventory data can stay connected between Prospect CRM and Unleashed, giving teams access to accurate, up-to-date information while reducing duplicate data entry.

How does the integration help sales teams manage stock availability?

By connecting Prospect and inventory data, sales teams get better visibility of what’s available while managing prospects and customers. This helps them target opportunities, close sales and sell based on current stock information.

Can the integration help improve customer retention?

Yes. Sales teams can use connected customer and purchasing data to identify customers at risk of dropping away, spot opportunities for repeat orders and build stronger B2B relationships.

Try Unleashed free for 14 days. No credit card required.

Discover more ways to connect

Explore more Unleashed integrations to connect your business tools, automate workflows and keep your inventory data in sync.