ProspectSoft

ProspectSoft ProspectSoft is part of the ERP division at The Access Group, specialising in CRM & eCommerce.

We're a UK-based Division of The Access Group, specialising in CRM & eCommerce, headed up by our original founder. We create, develop and deliver our SaaS platform, Prospect, to more than 5,000 SME users worldwide. Prospect is perfect for businesses who sell physical products from stock B2B. As the official “Stock-Aware CRM”, Prospect offers unparalleled integration framework to almost any ERP/acc

ounting system and native integration to the leading back-office accounting systems and inventory management systems, including Unleashed, Cin7,, QuickBooks Commerce, DEAR Inventory, Xero, Access Dimensions, Exchequer, Pegasus Opera and Sage 50. In many businesses, much of the valuable data like stock, customer credit limits, sales history and special pricing is buried inside the accounting system. Powerful and out-of-the-box Integration enables us to extract this critical information and make it accessible to the rest of your business. This enables Sales teams to become ‘Stock-Aware’ too, as this valuable information becomes available to them in the sales process. Unlike other CRM systems, businesses get a return on investment from day one using Prospect, as they have access to vital customer information immediately – even in the Free Trial.

For product‑led businesses, growth isn’t just about having a strong sales team - it’s about giving them the clarity and ...
05/02/2026

For product‑led businesses, growth isn’t just about having a strong sales team - it’s about giving them the clarity and real‑time visibility they need to stay on track.

With Prospect CRM Goals, you can turn sales targets into predictable results by tracking performance across users, customers, and operating companies in one place. Your team can:

🔥 Identify customers ready to reorder with Customer Goals
🔥 Surface hidden sales opportunities by tracking real buying behaviour
🔥 Build smarter pipelines using live CRM + goal data
🔥 Empower reps with User Goals that show exactly where they stand
🔥 Hit your 2026 revenue targets with a predictable, data‑driven sales engine

If you want to grow your pipeline, accelerate deals, and stay laser‑focused on the targets that matter, it starts with clearer goals and complete visibility.

👉 Discover how the #1 Stock‑Aware CRM can accelerate your sales success: https://ow.ly/Pq3H50Y8QU0

Make this the year your systems work for you, not against you 🧩If spreadsheets and workarounds are slowing you down, it’...
30/01/2026

Make this the year your systems work for you, not against you 🧩

If spreadsheets and workarounds are slowing you down, it’s time for a CRM built with stock and operations in mind. Our guide explains how businesses make the switch smoothly, and unlock clearer, more scalable growth.

👉 Download the guide and plan your next move:
https://ow.ly/AV4Y50WVEus

23/01/2026

By reclaiming 1 day a week, previously lost to admin, Trimbio is doubling down on new opportunities, accelerating sales, and building customer loyalty, all by:

💡 Identifying hidden opportunities through cross-sell & upsell tools
💡 Streamlining the quote-to-order workflow with automation
💡 Harnessing data to sharpen visibility & deliver tailored engagement

Uncover the full stock-aware benefits of Prospect CRM integrated with Unleashed Software in Trimbio’s success story: https://ow.ly/nhKa50Y1FMx

Your customer data already tells you who to focus on, but the hard part is knowing what to do next.Our RFM Action Map Ch...
07/01/2026

Your customer data already tells you who to focus on, but the hard part is knowing what to do next.

Our RFM Action Map Checklist turns Recency, Frequency, and Monetary scores into practical actions you can use straight away.

Inside, you'll see exactly how to handle customers who are:
🏆 Champions - keep them loyal, increase lifetime value, and turn them into advocates
💤 About to sleep - spot the warning signs early and re-engage before it's too late
🌟 New & promising - move them from first win to repeat buyer
🔥 At risk - decide when to intervene and how

Start using your free checklist today to prioritise the right customers with confidence → https://ow.ly/cFlu50XLqAY

Segmentation

When Trimbio connected Prospect CRM with Unleashed, they discovered that the real gains don't come from buying more syst...
18/12/2025

When Trimbio connected Prospect CRM with Unleashed, they discovered that the real gains don't come from buying more systems. Instead, they come from connecting the ones you already rely on.

With Prospect CRM integrated to Unleashed, their sales process became faster and far easier for the whole team to manage 🚀

Their full story shows what happens when your CRM and inventory stop working in isolation and start working together → https://ow.ly/Zvjy50XGRtV

Want to know what makes Prospect CRM different?Our brochure gives a complete overview of how it helps product businesses...
10/12/2025

Want to know what makes Prospect CRM different?

Our brochure gives a complete overview of how it helps product businesses:
✅ Track every customer interaction in one place
✅ Turn leads into opportunities faster
✅ Analyse sales and order data to spot growth trends
✅ Strengthen customer relationships and improve retention

It's designed to help you see how Prospect CRM could work for your team → https://ow.ly/zh4S50XBMqY

Too many emails and not enough time?Prospect CRM's AI features help you work smarter:◾ Create personalised emails withou...
19/11/2025

Too many emails and not enough time?

Prospect CRM's AI features help you work smarter:
◾ Create personalised emails without losing your voice
◾ Analyse sentiment to see how they'll be received before you hit send

Spend less time typing and more time focusing on the conversations that actually drive results → https://ow.ly/aabr50Xn1yv

Always asking your CRM for answers? Now it talks back!Access Evo's Copilot brings all your CRM data together, so you can...
13/11/2025

Always asking your CRM for answers? Now it talks back!

Access Evo's Copilot brings all your CRM data together, so you can get instant answers to everyday questions with just one prompt

With Copilot, you can:
💡 Find key information instantly
💡 Quickly uncover sales opportunities and next steps
💡 Avoid switching between multiple screens

Experience CRM data made simple, fast, and effortless → https://ow.ly/5gJk50XmZHL

AI is changing the way we work, but how are companies really using it?Swipe below to reveal the trends shaping the workp...
11/11/2025

AI is changing the way we work, but how are companies really using it?

Swipe below to reveal the trends shaping the workplace and see how we're embracing AI to make every workflow seamless ➡️ https://ow.ly/IbZT50XmZgZ

The best Account Managers don't need to wait for customers to reach out to know what's happening and where the next oppo...
28/10/2025

The best Account Managers don't need to wait for customers to reach out to know what's happening and where the next opportunity lies.

With the right CRM to track data and understand your customers, that visibility becomes second nature.

See how Account Managers are using Prospect CRM to do exactly that ➡️ https://ow.ly/6SsA50Xhr6m

How do you know which campaigns are actually moving the needle? Which leads are worth following up on today, and which o...
22/10/2025

How do you know which campaigns are actually moving the needle? Which leads are worth following up on today, and which ones can wait?

Prospect CRM helps marketing managers and their teams answer those questions by putting every customer interaction in one place, where you can surface insights and plan campaigns with data-informed confidence.

See how B2B teams are turning engagement into measurable results 👉 https://ow.ly/57Of50XcwY4

Most businesses leave growth on the table by not maximising the value of their existing customers.The RFM Action Map sho...
13/10/2025

Most businesses leave growth on the table by not maximising the value of their existing customers.

The RFM Action Map shows you exactly how to move customers to higher-value segments with ready-to-use resources:

⭐ Templates for emails that encourage repeat purchases
⭐ Call scripts to re-engage and upsell effectively
⭐ Educational content that strengthens customer relationships
⭐ A clear path to increase revenue from your current base

Turn your customer data into action that drives real growth: https://ow.ly/SZpW50X9axK

Address

Armstrong Building Oakwood Drive, Loughborough University Science & Enterprise Park
Loughborough
LE113QF

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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