Both the ProspectSoft CRM application and e-CRM application are fully modular to meet the needs of a diverse customer market, regardless of type or size.

Core system functionality

• Multiple Company Accounts Integration - inbuilt links for accounts system ledgers and stock file, to read and import data
• Support for MAPI compliant e-mail - send and receive e-mails to and from the desktop
  
  Mandatory System Modules (either or both)
• Business-to-Business contact management (with hierarchical structure)
• Business-to-Consumer contact management

Optional System Modules

• Document Manager
  Produce and file Word and Excel letters, faxes and e-mails within ProspectSoft; 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 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 quotations into accounts system SOP
• Problem Tracker
  Log, track and analyse pre- or post-sales problems by customer and/or contact
• Infobase Searching
  Rapid customer problem resolution by reference to user-generated database
• Problems 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 database
• Screen Customiser
  Tailor individual screens and data fields
• Real-time Data Tunnel
  Integrate and analyse external databases without need for programming skill
• XML API (Application Program Interface)
  Integrate ProspectSoft with many other applications e.g. manufacturing, retail
• SOAP/.Net API
  Integrate with other (remote) applications over the Internet