Sales Ledger
Customer details can be exported from the Sales Ledger and imported into ProspectSoft CRM, to create the initial ProspectSoft CRM database. This is a one-time transfer. Users can access and view the associated Sales Ledger Account front screen (notepad and transactions). Drill-down to individual invoice images is possible, as are updates to the notepad. New Sales Ledger accounts can be created from within ProspectSoft CRM.

Stock
Periodically, stock and price details are imported into ProspectSoft CRM, so that users can confirm stock references, descriptions, and prices, along with standard discounts. Quotations can be generated in ProspectSoft CRM, using imported stock and price information. Frequency of data import is entirely at the user's discretion.
Levels of total, free and on order stock may be viewed.

Sales Order Processing
ProspectSoft CRM quotations are converted to Orders on demand, for processing in the accounting system's SOP. Credit limits and stop flags are checked during conversion. If no sales ledger exists, a new account is created automatically by ProspectSoft CRM, with a credit limit of £1.00, which forces the standard credit checking procedures to be followed.

Telephony integration
ProspectSoft CRM is compliant with Microsoft’s TAPI standard, so it can be integrated “out of the box” with most widely used telephony systems to manage outgoing and incoming calls. Users can automatically call companies or individuals from any record, while incoming caller details are displayed clearly, but unobtrusively. The system recognises a DDI, switchboard or mobile number, or will find the closest match. The caller’s details are then instantly accessible.

MS Office integration
All outgoing emails, faxes, letters and spread-sheets are generated and held against the customer or supplier record, or may automatically be linked to individual sales opportunities, customer problems or supplier queries. Incoming documents, hardcopy or electronic, may be stored in the same location, providing instantly accessible and reliable document management.