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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Say goodbye to the hassle of managing numerous spreadsheets or multiple point solutions that often lead to data re-entry mistakes. Gain a comprehensive understanding of your project's profitability at every stage through a cohesive platform that provides actionable insights across all departments, consistently and in real-time. HEADSTART for ETOs presents an integrated solution that streamlines all processes related to selling, designing, manufacturing, shipping, and servicing your engineer-to-order products in a single, user-friendly interface. With our solution, you can cover 80 percent of your business needs using a unified set of configurations, application extensions, and minimal process adjustments guided by industry best practices. Tailored specifically for small to midmarket manufacturers engaged in engineer-to-order (ETO), make-to-order (MTO), and configure-to-order (CTO) production, HEADSTART for ETO, which is powered by Dynamics 365 Business Central, can be implemented in as little as 12 weeks, enabling swift adoption and operational efficiency. Embrace a seamless transition to a more effective way of managing your projects and processes today.

Description

Stock-Aware CRM and eCommerce platform for Wholesalers, Distributors, and Manufacturers. You can sell more in less time every time. Be a prospect hero. What is Stock-Aware CRM? Manufacturers, Wholesalers, Distributors and Distributors know that selling physical products B2B presents unique operational challenges. This means that ordinary CRM's fail. Stock-Aware CRM is different. Prospect is a new Stock-Aware CRM specifically designed for Wholesalers, Distributors, and Manufacturers who sell physical products to B2B. Prospect integrates customer, inventory, and product data to streamline B2B CRM processes. Your team will be able to save time, increase sales, and maximize profits. Prospect combines the best aspects of traditional CRM - Marketing Sales Pipelines and Customer Service Management with the reality of selling B2B products. This includes special pricing, back orders and product information, as well as quoting, ordering and inventory management.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

3CX No 
DEAR Inventory No 
Exchequer No 
Gmail No 
Intercom No 
Katana Cloud Inventory No 
Mailchimp No 
Microsoft Dynamics 365 Business Central Yes 
QuickBooks Commerce No 
Sage 50 No 
Spotler No 
Stripe No 
Unleashed No 
Voyced No 
Xero No 

Integrations

3CX Yes 
DEAR Inventory Yes 
Exchequer Yes 
Gmail Yes 
Intercom Yes 
Katana Cloud Inventory Yes 
Mailchimp Yes 
Microsoft Dynamics 365 Business Central No 
QuickBooks Commerce Yes 
Sage 50 Yes 
Spotler Yes 
Stripe Yes 
Unleashed Yes 
Voyced Yes 
Xero Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

£22.50 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

SIKICH

Founded

1982

Country

United States

Website

www.sikich.com/technology/industries/discrete-manufacturing/engineer-to-order/

Vendor Details

Company Name

ProspectSoft

Founded

2002

Country

United Kingdom

Website

www.prospectsoft.com

Product Features

Product Features

Construction CRM

Client Tracking No 
Contract Management Yes 
Forecasting Yes 
Project Management Yes 
Quote Management Yes 
Sales Management Yes 
Scheduling No 
Time Management No 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration No 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Distribution

Barcoding / RFID No 
Import / Export Management No 
Inventory Management No 
Order Management Yes 
Purchasing No 
Returns Management No 
Sales Forecasting Yes 
Shipping Management No 
Warehouse Management No 

Manufacturing

Accounting Integration Yes 
ERP No 
MES No 
MRP No 
Maintenance Management No 
Purchase Order Management Yes 
Quality Management No 
Quotes/Estimates Yes 
Reporting/Analytics Yes 
Safety Management No 
Shipping Management No 

Sales Tracking

Activity Dashboard Yes 
Alerts / Notifications Yes 
Appointment Scheduling No 
Call Logging Yes 
Comments / Notes Yes 
Custom Reports Yes 
Document Management Yes 
Email Templates Yes 
Interaction Tracking Yes 
Lead Management Yes 
Lead Scoring No 
Pipeline Management Yes 
Reporting / Analytics Yes 
Task Management Yes 

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