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features
design
support

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Description

Having collaborated with countless customers, we understand what truly matters to you. We prioritize your time by ensuring that purchasing and setting up OA is a seamless experience. With decades of insights from our users, OA has evolved to be user-friendly and exceptionally dependable. For nearly three decades, we have provided complimentary customer support based in the USA, and we continue to do so. In contrast to other cloud services, we guarantee that your data will never be sold, leased, or shared with anyone else; it remains your invaluable asset, and we protect it diligently. OA represents the simplest solution for managing prospects directly from your smartphone and desktop. Many clients have compared the ease of getting started with OA to that of their ride-share applications. Take full advantage of your smartphone investment with the first prospect management system tailored specifically for a mobile lifestyle. Revolutionize your sales approach with an organized system that ensures none of your important prospects slip through the cracks, making your workflow both efficient and effective. With OA, you can focus on building relationships while we handle the organization.

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 
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 
QuickBooks Commerce Yes 
Sage 50 Yes 
Spotler Yes 
Stripe Yes 
Unleashed Yes 
Voyced Yes 
Xero Yes 

Pricing Details

$75 per user per month
Additional Users Free Your First Month

30 Day Money Back Guarantee

Monthly Subscription

Cancel at Any Time

Free Support
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 Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac Yes 
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 No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

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

Vendor Details

Company Name

Baseline Data Systems

Founded

1990

Country

United States

Website

www.oamobile.com

Vendor Details

Company Name

ProspectSoft

Founded

2002

Country

United Kingdom

Website

www.prospectsoft.com

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
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 

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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